We lead by serving.
Shannon Ross, MBA
Managing Partner, Chief Executive Officer
Shannon is the managing partner and CEO of Lighthouse Financial. She is passionate about caring for her clients’ whole being and works diligently to bring her clients’ life-long goals to fruition. She is dedicated to coming along Lighthouse clients to help them identify areas that they are unknowingly or unnecessarily transferring their hard-earned wealth to others and then incorporating time-tested and trusted strategies aimed to eliminate the anxiety and confusion within their respective financial stories.
Shannon has worked in the finance and insurance industry since 1997. She has served as Director of Mergers and Acquisitions for American Express and Vice President over the Finance/Insurance sector at Verizon Communications. She has an MBA in Finance from the University of Phoenix in Phoenix, AZ, a dual BA in Psychology and Religious Studies from the University of Tennessee, and a Master’s-level designation in Splankna Therapy. Shannon holds a Series 65 securities license, as well as, life/health insurance license. She serves on several non-profit boards of directors that focus on orphan and widow care, teen suicide prevention and global anti-trafficking initiatives.
Lynn Hinds, CRC®
Lynn is Lighthouse’s founder, and she serves clients all over the United States with retirement-income planning, estate planning and investment management. She is also the creator of The Lighthouse Financial Pathway Program, a disciplined process of planning and investment that provides a sound framework for making wise decisions in wealth management.
Lynn, a Certified Retirement Counselor, started her career in financial services in 1986, determined to help people be financially healthy and find meaningful and rewarding ways to use their resources for the benefit of others. She is also a popular public speaker and teacher with local and
national audiences, and she has served on the boards of several non-profit organizations and industry groups, including the Financial Planning Association of Colorado. Lynn is also a charter member of Kingdom Advisors. A graduate of the University of Texas, she is committed to making her own positive contributions to the world. Lynn enjoys volunteer service and is an active member of her church.
Ryan started in the industry in 2007 doing research and analysis for Barker Investment Services, and began working with individual families and small businesses. Very soon, he was navigating through the second worst bear market in history. Ryan’s approach to educate clients and focus on behavioral investing would guide his career from then on. His focus on behavioral investing remained, and that led his conviction to continue to educate his clients instead of convince them. He brings his experience and unique approach to Lighthouse Financial, and will help guide the firm’s overall asset management strategy and continue to educate and inform individual clients.
Ryan went to Oklahoma Baptist University, where he met his beautiful wife, Lindsay. They have four kids Afton, Emily, Selah, and Lincoln.
Lisa A. Malick, CFP®
Lisa leads our financial planning department, where she has developed and written comprehensive financial plans for Lighthouse clients since 2009. She received her Certified Financial Planner® credential from Boston University. Before diving into the world of professional financial services, Lisa worked to protect the world’s oceans as a researcher and technical analyst in marine optics. She has a Master’s degree in Marine Science from the University of South Florida and also graduated magna cum laude with a Bachelor’s degree in Biology from the State University of New York in Geneseo.
Lisa brings exceptional dedication, attention to detail, analytical expertise and personalized client service to her work for Lighthouse—and still manages to make time for professional and community organizations. She is a member of the Financial Planning Association, Kingdom Advisors, and an active member of her church.
Manager of Client Services
Ramona’s is the friendly voice you hear on the phone and the first friendly face you see when you visit our corporate office—which, frankly wouldn’t run as smoothly without her. She works hard to find convenient times for Lighthouse clients to meet their financial advisors for quarterly reviews, coordinates our executives’ busy schedules and helps lead Lighthouse’s community outreach and event planning. Before joining Lighthouse in 2007, Ramona worked in various capacities as an executive assistant, raised a family and studied business administration at the University of Maryland.
Manager of Client Operations
Christy combines her love of people with financial expertise to bring personal and professional service to Lighthouse clients. She joined the Lighthouse Operations Team in 2014 with more than 20 years in the financial services industry that includes extensive experience with compliance. So, Christy understands the importance of “getting it right” for clients. She holds a Series 7 securities license and a degree in Finance from Metropolitan State College of Denver. When she’s away from the office, Christy enjoys spending time with her son, Aaron, and their dog, Tori.