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 help her clients’ progress towards their life-long goals. 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.
Lisa Malick, CFP
Financial Advisor
Lisa leads our financial planning department, where she has developed and written comprehensive financial plans for Lighthouse-Petra clients since 2009. She received her Certified Financial Planer 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-Petra—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.
Christy Vitale
Manager of Client Operations
Christy combines her love of people with financial expertise to bring personal and professional service to Lighthouse-Petra clients. She joined our Operations Team in 2014 with more than 25 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 riding bikes through beautiful Colorado.
Michele DeFazio
Manager of Client Services
Michele is the friendly voice you hear when you call Lighthouse-Petra. She works hard to find convenient times for Lighthouse-Petra clients to meet their financial advisors for quarterly reviews, coordinates our executives’ busy schedules, and helps advisors arrange for Investment Review Meetings, and aids in planning and leading Lighthouse-Petra’s community outreach and special event planning. Michele worked various capacities as Marketing Director, raised a family and studied Communications and Marketing at Geneva College.