CA License #: 0590787
Jim is a licensed financial professional and the owner of Lighthouse Financial & Tax. Opening his practice in 1980, he has helped individuals and families prepare for and enjoy retirement for over 40 years. Jim holds four designations from the American College including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU), and Registered Employee Benefit Consultant (REBC) and also holds the series 6, 63 & 65 registrations. As a Fiduciary*, he prides himself on his integrity with clients and his company by being highly educated in finance, estate, retirement, and tax planning**.
Jim has been married to his sweetheart Carri since 1988. Together, they have five children and three grandchildren. In his personal time, Jim enjoys vacationing, the outdoors, and spending time with his loved ones.
*In his role as an investment advisor representative he acts in a fiduciary capacity for his client. As a registered representative his role is a suitability broker.
**Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Lighthouse Financial & Tax and JWC/JWCA are unaffiliated entities.
CA License #: 0K71579
Britanie is a licensed insurance agent at Lighthouse Financial & Tax and Jim’s Executive Assistant. She has been involved in the financial industry since 2014, starting as an Administrative and Client Relations Representative after receiving her bachelor’s degree from Brigham Young University. With an understanding on the clerical side of the business, she ensures that client confidentiality and asset protection are treated with utmost care and security. She helps Jim’s clients transition into retirement confidently and enthusiastically.
In her free time, Britanie is involved in community volunteer opportunities. She also finds peace and serenity in the outdoors and cherishes her time in nature.