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 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.

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 Director of Client Outcomes, 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.

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 Director of Client Outcomes, 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.

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.

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.

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.