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Our Team

Steve Schultheis, M.A.M.L.

Steve Schultheis, M.A.M.L.

Financial Advisor



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Benjamin Fuller

Benjamin Fuller

Senior Partner l Financial Advisor

About Me: https://youtu.be/yFIDfB8m3E4

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Morgan Reeves

Morgan Reeves

Paraplanner



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Ryan Roark

Ryan Roark

Financial Advisor



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Grant Smith, CFP®

Grant Smith, CFP®

Senior Partner | Financial Advisor

About Me: https://youtu.be/gAKGRA2QrMY

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Kasey Cooper

Kasey Cooper

Financial Advisor



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Michael Yawn

Michael Yawn

Paraplanner



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Dax Weindorf

Dax Weindorf

Senior Partner l Financial Advisor

About Me: https://youtu.be/b5s5IFItHyo

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Chad Kennedy

Chad Kennedy

Financial Advisor



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Grayson Griffin

Grayson Griffin

Financial Advisor



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All Investment Advisory Services are provided by Waterloo Capital d/b/a Lighthouse Financial, an SEC Registered Investment Adviser. Registration with the SEC does not imply a certain level of skill or expertise. Lighthouse Financial is not affiliated with Waterloo Capital. Additional information about Waterloo Capital d/b/a Lighthouse Financial, is available in its current disclosure documents, Form ADV Part 1A, Form ADV Part 2A Brochure, and Client Relationship Summary, which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov. Waterloo Capital does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.

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Client Relationship Summary

© 2022 by Lighthouse Financial. Check the background of this investment professional on FINRA's BrokerCheck: http://brokercheck.finra.org/

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