Get to Know Us.

Robert Walsh

Robert Walsh

Founder & Owner
CPA/PFS CFP®, CRPC®

Robert Walsh founded Lighthouse Financial Advisors in 1999. Robert’s career is dedicated to helping clients by delivering the highest quality tax advice, investment management, financial planning and coaching and to help each client achieve their financial goals.

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Mr. Walsh founded Lighthouse Financial Advisors (LFA) in May of 1999. Robert holds the designations of Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ and Personal Financial Specialist. Robert earned his Bachelor’s Degree in Accounting from St. Francis College in Loretto, PA, as well as a certificate in financial planning from the College of Financial Planning in Denver, CO. To his list of accomplishments, Robert worked as a Floor Trader for a New York Stock Exchange Specialist firm. Mr. Walsh has more than twenty years’ industry experience in finance, tax and public accounting. Robert is a member of the American Institute of Certified Public Accountants (AICPA), the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the New Jersey State Society of CPAs. Robert Walsh is also a Chartered Retirement Planning Counselor, earning this certification from The College of Financial Planning in November, 2010.

Robert Walsh was a founding member of the Alliance of Cambridge Advisors, LLC, a group of financial advisors dedicated to providing holistic, comprehensive financial planning. Robert served a three year term on the Alliance’s Board of Directors from July 1, 2004 until June 30, 2007, acting as the Chairman for 2005/2006. He continues to be a mentor for new advisors and actively participates in the continuing education curriculum of the ACA.

Robert was named as a 2008 TOP ADVISOR by Reuters Advice Point. He has been a guest on CNBC’s “Power Lunch” and NBC’s “Wall Street Week.” In addition, Walsh has been quoted in various leading financial publications. Living true to his own advice, he frequently attends seminars and conferences for his own professional development. A leader in the financial community, Robert makes several speaking engagements each year to promote fee-only planning and his latest entrepreneurial endeavor, Mastermind Your Ideal Inc., a coaching organization that enables members to envision and create their ideal lives. Robert is also a dedicated philanthropist and volunteers with many public and private causes. Robert resides in Fair Haven with his wife Nancy, a Human Resources consultant and his son Robert B. Walsh III. During his leisure time, Robert enjoys reading, travel, fishing, golfing and spending time with his family

Donna M. Tyrrell

Donna M. Tyrrell

Director of Client Services | CRPC®

Donna Tyrrell has been with Lighthouse Financial Advisors since Feburary, 2005 as Director of Client Services. She completed the “Cambridge Paraplanner Success Program” in January 2007 and earned a CRPC® designation in January, 2010.

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Donna Tyrrell joined Lighthouse Financial Advisors, Inc in February 2005. With many years of experience in office management and customer service, Donna is the Director of Client Services and Office Manager at Lighthouse Financial Advisors, Inc. Donna earned a Certificate of Completion for the “Cambridge Paraplanner Success Program” from the “Alliance of Cambridge Advisors” after completing the Cambridge training course in January, 2007. In 2010, Donna completed the “Chartered Retirement Planning Counselor” course through the College of Financial Planning and earned the CRPC® designation.

A significant member of the LFA team, Donna keeps the office running smoothly and efficiently. She brings with her a passion for her work and is committed to servicing clients proficiently and always in a courteous, professional and friendly manner. Donna’s goal is to achieve excellence in her work and develop long and successful relationships with each LFA client. Donna’s involvement in assisting clients starts with providing information to new prospects, building a good rapport from the very beginning. Her key roles include assisting LFA’s clients with any issues or concerns they may have, helping clients plan for retirement, planning client meetings and events, as well as managing the office.

Donna returned to the work force after raising her two children. Through those years, she always kept busy volunteering her time and services to various community organizations. Some highlights of Donna’s dedication included, co-founder and past co-president of the Howell High School Girls’ Softball Booster Club, held various positions for the Parent-Teacher Organizations of her children’s schools, and charter member/volunteer coordinator and fundraiser chairperson for ID-A-Kid. Donna resides in Howell, NJ and enjoys the beach, walking, reading and spending time with her family and friends.

Lucas Carey

Lucas Carey

Senior Financial Advisor | CFP®

Luke Carey joined LFA in March, 2007.  A Senior Financial Advisor with over 10 years experience, Luke is committed to provide clients with outstanding service, academic based guidance and thoughtful planning. His mission is to help clients live the best life possible with the resources available.

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Luke Carey, CFP® joined Lighthouse Financial Advisors in March, 2007. As a Senior Financial Advisor with over 10 years experience, Luke brings a commitment to provide clients with outstanding service, academic based guidance, and thoughtful planning recommendations. His mission is to help you live the best life possible with the resources available.

As an Enrolled Agent (EA), he is certified to represent clients before the IRS and incorporates tax planning & preparation into all aspects of the planning process.

Luke grew up in Iowa and holds a Bachelor’s degree in Finance from Iowa Sate University.  He then earned a Master’s degree in Personal Financial Planning from Texas Tech University, which is widely considered to have the premier collegiate financial planning program in the country.  Luke lives in Red Bank, NJ and enjoys reading, playing sports, and outdoor adventures.

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Mr. Walsh founded Lighthouse Financial Advisors (LFA) in May of 1999. Robert holds the designations of Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ and Personal Financial Specialist. Robert earned his Bachelor’s Degree in Accounting from St. Francis College in Loretto, PA, as well as a certificate in financial planning from the College of Financial Planning in Denver, CO. To his list of accomplishments, Robert worked as a Floor Trader for a New York Stock Exchange Specialist firm. Mr. Walsh has more than twenty years’ industry experience in finance, tax and public accounting. Robert is a member of the American Institute of Certified Public Accountants (AICPA), the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the New Jersey State Society of CPAs. Robert Walsh is also a Chartered Retirement Planning Counselor, earning this certification from The College of Financial Planning in November, 2010.

Robert Walsh was a founding member of the Alliance of Cambridge Advisors, LLC, a group of financial advisors dedicated to providing holistic, comprehensive financial planning. Robert served a three year term on the Alliance’s Board of Directors from July 1, 2004 until June 30, 2007, acting as the Chairman for 2005/2006. He continues to be a mentor for new advisors and actively participates in the continuing education curriculum of the ACA.

Robert was named as a 2008 TOP ADVISOR by Reuters Advice Point. He has been a guest on CNBC’s “Power Lunch” and NBC’s “Wall Street Week.” In addition, Walsh has been quoted in various leading financial publications. Living true to his own advice, he frequently attends seminars and conferences for his own professional development. A leader in the financial community, Robert makes several speaking engagements each year to promote fee-only planning and his latest entrepreneurial endeavor, Mastermind Your Ideal Inc., a coaching organization that enables members to envision and create their ideal lives. Robert is also a dedicated philanthropist and volunteers with many public and private causes. Robert resides in Fair Haven with his wife Nancy, a Human Resources consultant and his son Robert B. Walsh III. During his leisure time, Robert enjoys reading, travel, fishing, golfing and spending time with his family

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Donna Tyrrell joined Lighthouse Financial Advisors, Inc in February 2005. With many years of experience in office management and customer service, Donna is the Director of Client Services and Office Manager at Lighthouse Financial Advisors, Inc. Donna earned a Certificate of Completion for the “Cambridge Paraplanner Success Program” from the “Alliance of Cambridge Advisors” after completing the Cambridge training course in January, 2007. In 2010, Donna completed the “Chartered Retirement Planning Counselor” course through the College of Financial Planning and earned the CRPC® designation.

A significant member of the LFA team, Donna keeps the office running smoothly and efficiently. She brings with her a passion for her work and is committed to servicing clients proficiently and always in a courteous, professional and friendly manner. Donna’s goal is to achieve excellence in her work and develop long and successful relationships with each LFA client. Donna’s involvement in assisting clients starts with providing information to new prospects, building a good rapport from the very beginning. Her key roles include assisting LFA’s clients with any issues or concerns they may have, helping clients plan for retirement, planning client meetings and events, as well as managing the office.

Donna returned to the work force after raising her two children. Through those years, she always kept busy volunteering her time and services to various community organizations. Some highlights of Donna’s dedication included, co-founder and past co-president of the Howell High School Girls’ Softball Booster Club, held various positions for the Parent-Teacher Organizations of her children’s schools, and charter member/volunteer coordinator and fundraiser chairperson for ID-A-Kid. Donna resides in Howell, NJ and enjoys the beach, walking, reading and spending time with her family and friends.

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Luke Carey, CFP® joined Lighthouse Financial Advisors in March, 2007. As a Senior Financial Advisor with over 10 years experience, Luke brings a commitment to provide clients with outstanding service, academic based guidance, and thoughtful planning recommendations. His mission is to help you live the best life possible with the resources available.

As an Enrolled Agent (EA), he is certified to represent clients before the IRS and incorporates tax planning & preparation into all aspects of the planning process.

Luke grew up in Iowa and holds a Bachelor’s degree in Finance from Iowa Sate University.  He then earned a Master’s degree in Personal Financial Planning from Texas Tech University, which is widely considered to have the premier collegiate financial planning program in the country.  Luke lives in Red Bank, NJ and enjoys reading, playing sports, and outdoor adventures.

Sean Lane

Sean Lane

Assistant Financial Advisor

Sean Lane has been with LFA since early 2011 and started full time as an Assistant Financial Advisor in November 2012.  He is currently enrolled in FDU’s Financial Planning Program to prep for the CFP Exam.

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Sean Lane joined Lighthouse Financial Advisors, Inc. in January 2011 as an Intern. He assisted with firm projects and eagerly began to learn “The Lighthouse Way”. Sean was happy to get a jump start in the Financial Industry, especially under the tutelage of Robert Walsh. Sean received a promotion to Assistant Financial Advisor in October 2011, while maintaining a sales consulting role with Verizon Wireless. In April 2012, Sean was honored with the “Verizon Customer Appreciation Award” for the entire Eastern Pennsylvania and New Jersey Market as a result of his hard work and dedication to both customers and fellow employees. Lighthouse Financial Advisors welcomed Sean full time in November 2012. Sean has been busy learning all aspects of financial and tax planning and continuing to provide a high level of customer service. Sean was born and raised at the Jersey Shore and currently resides in Wall Township, New Jersey. He received his bachelor’s degree in Business Administration with a Concentration in Marketing from Bloomsburg University in Pennsylvania. Sean loves living at the Jersey Shore, as it provides him access to the ocean for surfing. He also enjoys trips to Vermont during the winter season for snowboarding. Sean recently enrolled in Fairleigh Dickinson University’s Financial Planning Program with the intention to become a Certified Financial Planner. Upon completion of the course, Sean will sit for the CFP Exam in the summer of 2016.

Brennan Guli

Brennan Guli, Esq.

Senior Financial Advisor / Chief Compliance Officer

Brennan joined LFA in March 2013.  As an attorney, he is committed to providing honest and efficient advice but most importantly, to educate and empower clients so they have the proper tools to face the financial challenges of the future.

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In March 2013, Brennan Guli joined Lighthouse Financial Advisors, Inc. as a Senior Financial Advisor. Brennan focuses on providing stability for clients when it comes to their financial future. He consults with clients who are goal oriented and want professional guidance to pursue their financial dreams. Brennan helps clients evaluate their risk, repair their portfolio, and restore their hope in their future by offering strategic counsel on a wide variety of financial topics including retirement planning, tax-efficient investing, tax preparation, estate planning, wealth transfer and understanding their employment benefits.

Prior to joining LFA, Brennan honed his skills providing comprehensive financial counseling to high net worth families and business owners for 6 years with a large firm in Northern New Jersey.

After graduating with a Bachelor’s Degree in Economics and History from the University of Rochester, in Rochester, NY, Brennan earned a Juris Doctorate from Rutgers University School of Law in Newark, NJ.  Upon passing the New Jersey and New York bar exams, he practiced law for several years before making a career change.   Brennan is currently admitted to practice law in New Jersey and is studying for the Certified Financial Planner Examination.  These educational experiences distinguish Brennan in the financial planning community.

Brennan lives in Fair Haven with his wife Jennifer, and their three children.  As a long-time resident of the Shore, he enjoys going to the beach with his family, playing ice hockey and reading.

Nancy Walsh

Nancy Walsh

Human Resource Manager

Nancy is responsible for Lighthouse Financial Advisors, Inc Human Resource functions and provides guidance to clients in career transition, reviewing new hire packages, retirement packages, severance packages and various other career decisions.

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Nancy is responsible for Lighthouse Financial Advisors, Inc Human Resource functions and provides guidance to clients in career transition, reviewing new hire packages, retirement packages, severance packages and various other career decisions. She also works closely with our business clients helping them develop employee handbooks, compensation, recruitment, employee evaluations and various other vital human resource tools and processes.

If we are passionate about caring for clients, we need to build an environment that allows our co-workers to thrive. An environment that allows individuals to develop and build on their unique talents will continually improve in providing excellent and outstanding customer service. Her areas of responsibility include recruitment and staffing, benefits, roles and responsibility, compensation, learning and development, employee relations and leadership development.

Nancy has 20 plus years of human resources experience working in various human resource functions at Brown Brothers Harriman, Bank of America, Neuberger Berman and HSBC Asset management.

In her spare time Nancy enjoys her time with Robert III, Pilates, spinning, vacations and time with family at the beach.

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Sean Lane joined Lighthouse Financial Advisors, Inc. in January 2011 as an Intern. He assisted with firm projects and eagerly began to learn “The Lighthouse Way”. Sean was happy to get a jump start in the Financial Industry, especially under the tutelage of Robert Walsh. Sean received a promotion to Assistant Financial Advisor in October 2011, while maintaining a sales consulting role with Verizon Wireless. In April 2012, Sean was honored with the “Verizon Customer Appreciation Award” for the entire Eastern Pennsylvania and New Jersey Market as a result of his hard work and dedication to both customers and fellow employees. Lighthouse Financial Advisors welcomed Sean full time in November 2012. Sean has been busy learning all aspects of financial and tax planning and continuing to provide a high level of customer service. Sean was born and raised at the Jersey Shore and currently resides in Wall Township, New Jersey. He received his bachelor’s degree in Business Administration with a Concentration in Marketing from Bloomsburg University in Pennsylvania. Sean loves living at the Jersey Shore, as it provides him access to the ocean for surfing. He also enjoys trips to Vermont during the winter season for snowboarding. Sean recently enrolled in Fairleigh Dickinson University’s Financial Planning Program with the intention to become a Certified Financial Planner. Upon completion of the course, Sean will sit for the CFP Exam in the summer of 2016.

Read More

In March 2013, Brennan Guli joined Lighthouse Financial Advisors, Inc. as a Senior Financial Advisor. Brennan focuses on providing stability for clients when it comes to their financial future. He consults with clients who are goal oriented and want professional guidance to pursue their financial dreams. Brennan helps clients evaluate their risk, repair their portfolio, and restore their hope in their future by offering strategic counsel on a wide variety of financial topics including retirement planning, tax-efficient investing, tax preparation, estate planning, wealth transfer and understanding their employment benefits.

Prior to joining LFA, Brennan honed his skills providing comprehensive financial counseling to high net worth families and business owners for 6 years with a large firm in Northern New Jersey.

After graduating with a Bachelor’s Degree in Economics and History from the University of Rochester, in Rochester, NY, Brennan earned a Juris Doctorate from Rutgers University School of Law in Newark, NJ.  Upon passing the New Jersey and New York bar exams, he practiced law for several years before making a career change.   Brennan is currently admitted to practice law in New Jersey and is studying for the Certified Financial Planner Examination.  These educational experiences distinguish Brennan in the financial planning community.

Brennan lives in Fair Haven with his wife Jennifer, and their three children.  As a long-time resident of the Shore, he enjoys going to the beach with his family, playing ice hockey and reading.

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Nancy is responsible for Lighthouse Financial Advisors, Inc Human Resource functions and provides guidance to clients in career transition, reviewing new hire packages, retirement packages, severance packages and various other career decisions. She also works closely with our business clients helping them develop employee handbooks, compensation, recruitment, employee evaluations and various other vital human resource tools and processes.

If we are passionate about caring for clients, we need to build an environment that allows our co-workers to thrive. An environment that allows individuals to develop and build on their unique talents will continually improve in providing excellent and outstanding customer service. Her areas of responsibility include recruitment and staffing, benefits, roles and responsibility, compensation, learning and development, employee relations and leadership development.

Nancy has 20 plus years of human resources experience working in various human resource functions at Brown Brothers Harriman, Bank of America, Neuberger Berman and HSBC Asset management.

In her spare time Nancy enjoys her time with Robert III, Pilates, spinning, vacations and time with family at the beach.

Denis McNamara

Dennis McNamara

Financial Planner

Dennis McNamara joined LFA in September 2016. With prior years of experience in financial planning, Dennis maintains a steadfast approach to providing holistic, conflict-free financial guidance. He has completed all CFP coursework and passed the CFP exam in November 2016.

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Dennis McNamara joined Lighthouse Financial Advisors in September 2016. After graduating from Rutgers University with a triple major in Finance, Economics, and Management, Dennis spent close to three years as a sustainability consultant for some of the world’s largest consumer packaged goods brands. When his passion for personal finance made him the point of contact for his colleague’s 401k questions, Dennis decided it was time to switch gears.

Prior to joining LFA, Dennis spent two years as an analyst working with ultra-high net worth individuals and families at a firm in Northern New Jersey. Through this experience, Dennis sharpened his knowledge in investments, taxes, retirement planning, estate planning, and insurance. Dennis’ interest in joining the LFA team stemmed from the desire to work at a firm where the clients’ interest came first, where employees of the firm act as holistic, conflict-free fiduciary financial planners. Dennis passed the Certified Financial Planner™ exam in November 2016 and continues to further his financial planning education.

Dennis currently resides in Jersey City, NJ with his wife, Dr. Arabelle Castillo. In his spare time, Dennis enjoys cycling, the outdoors, and traveling internationally.

Cecilia Cunningham

Cecilia Cunningham

Receptionist/Administrative Assistant

Cecilia joined Lighthouse Financial Advisors in March 2015 as Receptionist/Administrative Assistant. Cecilia likes to be called CC by her co-workers and friends.

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Cecilia joined Lighthouse Financial Advisors in March 2015 as Receptionist/Administrative Assistant. Cecilia likes to be called CC by her co-workers and friends. She received her bachelor’s degree in English Literature from New Jersey City University. Cecilia has a background in customer service. CC, along with the entire LFA staff, values the importance of LFA’s clients’ needs and happiness. As the Administrative Assistant, Cecilia enjoys answering your phone calls and welcoming everyone that comes into the office.

Cecilia currently resides in Aberdeen, NJ with her husband, Cody Cunningham. In her spare time she enjoys reading, sewing and spending time with family and friends.

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Dennis McNamara joined Lighthouse Financial Advisors in September 2016. After graduating from Rutgers University with a triple major in Finance, Economics, and Management, Dennis spent close to three years as a sustainability consultant for some of the world’s largest consumer packaged goods brands. When his passion for personal finance made him the point of contact for his colleague’s 401k questions, Dennis decided it was time to switch gears.

Prior to joining LFA, Dennis spent two years as an analyst working with ultra-high net worth individuals and families at a firm in Northern New Jersey. Through this experience, Dennis sharpened his knowledge in investments, taxes, retirement planning, estate planning, and insurance. Dennis’ interest in joining the LFA team stemmed from the desire to work at a firm where the clients’ interest came first, where employees of the firm act as holistic, conflict-free fiduciary financial planners. Dennis passed the Certified Financial Planner™ exam in November 2016 and continues to further his financial planning education.

Dennis currently resides in Jersey City, NJ with his wife, Dr. Arabelle Castillo. In his spare time, Dennis enjoys cycling, the outdoors, and traveling internationally.

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Cecilia joined Lighthouse Financial Advisors in March 2015 as Receptionist/Administrative Assistant. Cecilia likes to be called CC by her co-workers and friends. She received her bachelor’s degree in English Literature from New Jersey City University. Cecilia has a background in customer service. CC, along with the entire LFA staff, values the importance of LFA’s clients’ needs and happiness. As the Administrative Assistant, Cecilia enjoys answering your phone calls and welcoming everyone that comes into the office.

Cecilia currently resides in Aberdeen, NJ with her husband, Cody Cunningham. In her spare time she enjoys reading, sewing and spending time with family and friends.

Navesink River

Red Bank, New Jersey

PAGE PHOTOS BY CYBELE SHORR PHOTOGRAPHY

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