Lighthouse Strategic Advisors is designed around the needs of our clients. By putting clients’ needs first and by working proactively with their other advisors, we continually demonstrate our ability to provide dynamic execution of the critical financial details in clients’ lives. Our universal application of the STAR Method™ has given our clients the confidence to focus their time and energy on the activities that matter most to them, what we like to call their Perfect Calendar™.
The following professionals make up our diverse firm:
David E. Siegel, Senior Partner, CEA, LPL Registered Representative
A former West Point Military Academy graduate and Army Ranger, Dave has acquired more than three decades experience as a financial advisor for high net worth, nonprofit, and corporate clientele. Prior to forming Lighthouse Strategic Advisors with his two partners, Dave served as a branch manager and Senior Vice President with regional and national investment firms, and was selected to the prestigious Director’s Council or President’s Council numerous times. Due to his professional experience and reputation, Dave is frequently called upon as an expert witness within the securities industry.
George E. Johnson II, Senior Partner, Accredited Investment Fiduciary®, LPL Registered Representative
George has put himself through an exhaustive learning curve to improve his ability to help clients articulate and work towards achieving their ultimate vision of fulfillment. A Sacramento native and graduate of Santa Clara University, he left a large Wall Street brokerage firm to found Lighthouse Strategic Advisors. George’s experience in the dynamic field of Macro Strategic Planning® has resulted in principle-centered systems and protocols. George works with clients who are open to new possibilities and innovative solutions and prefer comprehensive strategies rather than piecemeal transactions. He is passionate about helping clients and benefits from working with those who possess a win-win attitude and are proactively involved in working towards the best possible outcomes.
Tom Ellis, Wealth Advisor, LPL Registered Representative
A senior member of the Lighthouse Strategic Advisor team, Tom has spent the last decade as a tax-efficient asset management specialist serving individual and institutional investors. Tom works primarily with business owners and their professional advisors in seeking to manage and preserve financial assets. His more than 20 years of experience building successful businesses delivers an advantage to clients seeking streamlined collaboration among the key tax, legal and financial professionals in their busy lives. Tom earned his degree in Economics from Sacramento State University. He has been a guest speaker at many national industry meetings.
Emmanuel [Mike] Tzikas, CERTIFIED FINANCIAL PLANNER ™ , LPL Registered Representative
In his more than 35 years of industry experience, Mike has guided individuals, families, businesses and nonprofit organizations toward success using a wide range of financial strategies. Focusing on risk and wealth management, retirement planning, and asset allocation, he works in partnership with clients to establish goals, develop plans, and select the appropriate strategies to execute. A CERTIFIED FINANCIAL PLANNER™ professional, Mike is dedicated to continuing education to broaden his competency and sharpen his skills. As an independent financial advisor with Lighthouse Strategic Advisors, he accesses a full range of the most current and client-centered financial strategies.
Trish Shepherd, Client Service Director
In her prior position as office manager of a regional brokerage firm, Trish fluently handled the rapid growth and influx of new business to that firm. As a Client Service Director at Lighthouse Strategic Advisors, Trish has been instrumental in the flawless implementation of cutting edge client services processes and procedures. Industry professionals and clients of Lighthouse alike have come to depend on Trish’s rare combination of warmth and professionalism in handling all their administrative needs.
Jay Kim, Partner
Jay has more than 15 years of industry experience. He believes planning for financial success may be complicated in todays world. A broad knowledge of planning issues from investments planning to tax and estate planning is a must. He is dedicated in assisting clients to identify their goals, develop a financial plan on sound advice and implementation of the plan with updates on a regular basis. He joined Lighthouse Strategic Advisors to bring the necessary team approach to all his clients. He works with families, business owners, and executives using unique planning process to bring success to their goals.
No strategy assures success or guarantees against loss.