Your Partners in Creating a Joyful Retirement Your Goals, Your Dreams, Our Mission

Meet The Team

As your trusted partners, our mission is simple: to help you navigate life’s transitions with clarity and confidence, so you can embrace a retirement that’s as joyful as you’ve always imagined.

wendy

Wendy J. Wallace Owner / Founder / Financial Advisor

“To me, success means my clients are happy. Sure, they’ve got the plan and money, but they’re also enjoying their retirement.”

Wendy’s primary focus is to help clients enhance and preserve their wealth and estates. With over 15 years of experience, she provides financial advice tailored to the individual needs of her clients. Her main goal is to help her clients feel more confident during their retirement years.

Originally from England, Wendy grew up in Atlanta. She has two children, Jacob and Moya, and three grandchildren, Kevin, Julius and Maya. Wendy lives on Tybee and enjoys reading, boating, vacationing and spending time with her family.

Meet Wendy(opens in new tab)
moya

Moya Campbell Vice President & Insurance Professional

Moya Campbell Vice President | Insurance Professional

“Watching a client move from feeling stressed or anxious about the unknown to feeling relaxed, confident and genuinely happy in retirement is amazing. Being part of that transformation is the greatest reward of what I do.”

Moya has spent years working with clients from every walk of life, translating complex financial situations into clear, manageable steps. She knows retirement isn’t just a financial milestone, it’s one of our biggest life transitions — a transition that can be made smoother and more confident by preparing early and having the right plan in place.

“Taking the time now to create a clear plan gives you freedom later,” Moya said. “Freedom to make choices on your terms, enjoy what matters most and step into retirement feeling secure, supported and excited for the next chapter.”

Moya earned her bachelor’s degree in business administration from DeVry University. She holds health, life and annuity insurance licenses.

Outside of the office, Moya loves spending time with her three children — Kevin, Julius and Maya — and her Shepherd mix, Happy, and main coon cat, Mello. She also loves going to concerts and music festivals, taking part in a karaoke session and spending time doing anything beach-related.

MOYA'S STORY

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chris-headshot

Chris MillerDirector of Client Services

Chris Miller Director of Client Services

Chris thrives on building meaningful connections and making every client feel like family. With a background in psychology and a knack for organization, he’s the go-to person for ensuring things run smoothly and efficiently. Chris finds the greatest joy in helping others and takes pride in creating a welcoming, stress-free experience for everyone he works with.

A Savannah native, Chris loves spending time with his wife, Olivia, and their two children. When he’s not at work, you’ll find him playing Ultimate Frisbee, attempting to improve his golf game or cheering on Auburn football (even when it’s tough to be a fan).

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brandon

Brandon BolsterFinancial Planning Support Specialist

Brandon BolsterFinancial Planning Support Specialist

Brandon helps clients feel confident in their financial futures by providing thoughtful support and expertise. With a degree in finance from the University of Rhode Island and a strong aptitude for numbers, he is dedicated to making a meaningful difference in the lives of others through his work.

Originally from Rhode Island, Brandon now calls Savannah home, where he enjoys exploring the area’s scenic roads and waterways. Outside of work, he can often be found relaxing by the pool, watching college football or planning his next adventure.

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Strategic Relationships

AE Wealth Management-Logo-Color

As part of our commitment to offering comprehensive financial services, we have engaged with AE Wealth Management, an SEC Registered Investment Advisory (RIA) firm based in Topeka, Kansas. Founded in 2016, AE Wealth Management supports independent financial advisors like us with a dedicated team of more than 140 professionals specializing in operations, compliance, investment management and coaching. AE Wealth Management manages over $50 billion in assets under management (AUM) as of May 2026.

AE Wealth Management serves as a turnkey asset management platform, providing resources and support for delivering investment advisory services. By collaborating with AE Wealth, we are able to access a diverse range of products and services from industry professionals designed to help address the complexities of today’s financial landscape. This relationship enhances the strategies and guidance we can offer as we work together toward your financial goals.

Click below to learn more about AE Wealth Management and how they help us support our clients.

LEARN MORE ABOUT AE WEALTH MANAGEMENT(opens in new tab)

AE Wealth Management, LLC (AEWM) is an SEC Registered Investment Adviser (RIA) located in Topeka, Kansas. Registration does not denote any level of skill or qualification. Lighthouse Financial Group, LLC is not an affiliate company of AE Wealth Management, LLC. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

This information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. None of the information contained herein shall constitute an offer to sell or solicit any offer to buy a security or insurance product.

REQUEST YOUR MEDICARE SUPPLEMENT QUOTE TODAY!

Whether you’re a new Medicare beneficiary or a longtime Medicare Supplement owner, we’re here to help you explore your plan options. As part of our commitment to creating you-focused strategies, we offer no-obligation Medicare Supplement insurance quotes; that means no hassle, and no pressure to apply.

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Lighthouse Financial Group, LLC., is not affiliated with or endorsed by the U.S. Government or any governmental agency. Any and all other services related to Medicare is an outside business activity and are not offered through or supervised by AE Wealth Management, LLC.

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Want to learn more about Wealth.com or see if it could help you or someone you care about? We can guide you through your options to decide if and when it’s right for you.

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Or give us a call at 912.354.4200