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

Financial Planner

Sean Lane joined Lighthouse Financial Advisors in 2011. To further his planning acumen, Sean has enrolled in Fairleigh Dickinson University’s Financial Planning Program. He continues the extensive coursework and is preparing to take the CFP® Exam in 2018.

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Sean Lane joined Lighthouse Financial Advisors as an intern in January 2011. From the very beginning, Sean managed a range of projects and quickly learned “The Lighthouse Way.” As he worked closely under the seasoned guidance of Robert Walsh, Sean’s curiosity of the financial planning industry grew and he became enamored with learning more. In October 2011, while continuing his sales consulting role at Verizon Wireless, Sean was promoted to Assistant Financial Advisor. In April 2012, despite juggling both roles, Verizon recognized Sean’s diligence and dedication and honored him with the “Verizon Customer Appreciation Award” for the Eastern Pennsylvania and New Jersey markets. By November 2012, Lighthouse Financial Advisors welcomed Sean as a full time member of the team.

Sean received his bachelor’s degree from Bloomsburg University in Pennsylvania with a major in Business Administration and concentration in Marketing. Since his modest beginnings at LFA, Sean has continued to immerse himself in all aspects of financial planning. Sean is personally vested in his client relationships and has a steadfast approach to handling client requests. As part of his continued education, Sean is currently 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 2018.

Sean was born and raised at the Jersey Shore and recently moved to Red Bank, New Jersey. In his spare time he enjoys traveling, surfing, snowboarding and golfing.

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.

Read More

Sean Lane joined Lighthouse Financial Advisors as an intern in January 2011. From the very beginning, Sean managed a range of projects and quickly learned “The Lighthouse Way.” As he worked closely under the seasoned guidance of Robert Walsh, Sean’s curiosity of the financial planning industry grew and he became enamored with learning more. In October 2011, while continuing his sales consulting role at Verizon Wireless, Sean was promoted to Assistant Financial Advisor. In April 2012, despite juggling both roles, Verizon recognized Sean’s diligence and dedication and honored him with the “Verizon Customer Appreciation Award” for the Eastern Pennsylvania and New Jersey markets. By November 2012, Lighthouse Financial Advisors welcomed Sean as a full time member of the team.

Sean received his bachelor’s degree from Bloomsburg University in Pennsylvania with a major in Business Administration and concentration in Marketing. Since his modest beginnings at LFA, Sean has continued to immerse himself in all aspects of financial planning. Sean is personally vested in his client relationships and has a steadfast approach to handling client requests. As part of his continued education, Sean is currently 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 2018.

Sean was born and raised at the Jersey Shore and recently moved to Red Bank, New Jersey. In his spare time he enjoys traveling, surfing, snowboarding and golfing.

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.

Read More

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.

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.

Steven Tyson

Steven Tyson

Assistant Financial Planner

Steven joined Lighthouse Financial Advisors in July 2018. He works alongside advisors to
ensure that each client will achieve their personal and financial goals.

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Steven joined Lighthouse Financial Advisors in July 2018. He works alongside advisors to ensure that each client will achieve their personal and financial goals. In May 2018, he graduated from Towson University with a Bachelor’s in Finance. While in school, Steven gained experience as a Tax & Financial Planning intern at a “fee-only” firm in Baltimore. Upon graduating, Steven was determined to search for another financial planning firm that also prioritizes putting the client’s best interests first. He has a strong passion to continue learning from his peers and from education. Steven has a high interest in personal finance and investment management. He will continue to gain experience and learn from the entire team at Lighthouse Financial Advisors.

Steven was born in Edison, New Jersey and currently lives in Marlboro. In his spare time he enjoys playing sports, playing saxophone & clarinet, and spending time with friends & family.

Marni Feltman

Marni Feltman

Client Service Administrator

In January 2019, Marni joined the team at Lighthouse Financial Advisors based on the shared value of caring dedication, professionalism and integrity in service to clients and the belief in providing a great place to work for team members.

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In January 2019, Marni joined the team at Lighthouse Financial Advisors based on the shared value of caring dedication, professionalism and integrity in service to clients and the belief in providing a great place to work for team members.  Marni believes in a customer centric culture themed with communication, collaboration, transparency and accountability.

As a Client Services Administrator, Marni provides executive administrative support to Brennan Guli, the firm’s Senior Financial Advisor / Chief Compliance Officer. She will also be supporting the organization’s mission to help clients achieve financial independence with peace of mind to enjoy their lives.

Marni has over fifteen years of experience building and improving customer experience programs, optimizing business operations, and developing talent.  Most recently in her role as Manager of Financial Aid and Operations with a local educational institution, she ensured for student success by making the financial aid process easy and accessible so that students could focus on their education without the stress of financial burden.  She built strong relationships with students and their parents, was a mentor to team members and was valued as a true partner to the executive team.

Marni holds a Bachelor of Arts in English from Rutgers University, Douglass College in New Brunswick, NJ.

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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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Steven joined Lighthouse Financial Advisors in July 2018. He works alongside advisors to ensure that each client will achieve their personal and financial goals. In May 2018, he graduated from Towson University with a Bachelor’s in Finance. While in school, Steven gained experience as a Tax & Financial Planning intern at a “fee-only” firm in Baltimore. Upon graduating, Steven was determined to search for another financial planning firm that also prioritizes putting the client’s best interests first. He has a strong passion to continue learning from his peers and from education. Steven has a high interest in personal finance and investment management. He will continue to gain experience and learn from the entire team at Lighthouse Financial Advisors.

Steven was born in Edison, New Jersey and currently lives in Marlboro. In his spare time he enjoys playing sports, playing saxophone & clarinet, and spending time with friends & family.

Read More

In January 2019, Marni joined the team at Lighthouse Financial Advisors based on the shared value of caring dedication, professionalism and integrity in service to clients and the belief in providing a great place to work for team members.  Marni believes in a customer centric culture themed with communication, collaboration, transparency and accountability.

As a Client Services Administrator, Marni provides executive administrative support to Brennan Guli, the firm’s Senior Financial Advisor / Chief Compliance Officer. She will also be supporting the organization’s mission to help clients achieve financial independence with peace of mind to enjoy their lives.

Marni has over fifteen years of experience building and improving customer experience programs, optimizing business operations, and developing talent.  Most recently in her role as Manager of Financial Aid and Operations with a local educational institution, she ensured for student success by making the financial aid process easy and accessible so that students could focus on their education without the stress of financial burden.  She built strong relationships with students and their parents, was a mentor to team members and was valued as a true partner to the executive team.

Marni holds a Bachelor of Arts in English from Rutgers University, Douglass College in New Brunswick, NJ.

Navesink River

Red Bank, New Jersey

PAGE PHOTOS BY CYBELE SHORR PHOTOGRAPHY

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