Lightpath serves many different clients with a variety of financial planning needs. Like them, your needs are as individual as you are. As such, our team is proud to provide you with professional guidance.
Meet Our Team
Jason Hawkins, CFF®, Founder & President
Jason got his start in the financial industry straight out of college in 2001 with Northwestern Mutual, working as a financial advisor. During his time at Northwestern he was one of their top producing first year agents. He completed the necessary requirements to become Series 6 and 63 licensed, so I that could further assist clients with their investment accounts.
As Jason’s career progressed, he pursued other professional training in the area of Sales and Management with larger corporate organizations such as Enterprise Rent A Car, Republic Bank, and Advent Financial. All the while Jason was continuing his education and training as it relates to the financial industry. These experiences opened the door to him becoming a prop trader for a private equity firm out of NY.
Jason later went on to develop his own proprietary day trading strategy that allowed him to trade multiple accounts each day in full automation. However, after more than 5 years of professionally day trading in volatile market conditions, he grew to appreciate the boring and consistent returns of insurance products. And, had a much greater appreciation for products that were tax efficient.
Ultimately this is how Lightpath Wealth Advisors was born. Jason loves to spend time with people educating them on the many benefits of using insurance products to grow and accumulate wealth in some of the most tax efficient vehicles in existence. As a Certified Financial Fiduciary®, his goal is to provide our clients with education and empower them to make informed decisions about where they save and invest their money.
Terri Ollis, CPA, Accounting Director
Terri has been a CPA since 2000 and is a member of the American Institute of Certified Public Accountants (AICPA) and the Kentucky Society of Certified Public Accountants (KYCPA). Her tax and accounting experience includes preparing interim financial statements, payroll tax reports, compilations, reviews, audits, and business set-ups. Terri specializes in preparing individual, corporate, partnership tax returns and assistance with IRS audits. Terri is very detailed and has a broad understanding of the tax laws. With the ever-changing rules and laws, including the new 2018 tax changes, Terri is there to ensure you’re able to take advantage of all the tax breaks and incentives available to our clients.