About Lightpath

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

Scott Geiser

Scott Geiser

Principal & Investment Advisor Representative

Scott is a recognized strategic consultant providing evidence-based financial planning, investment analysis, and wealth management advisory services for individuals and small business owners either planning for or living in retirement. He works as an advocate for Lightpath’s clients to develop, manage, and execute tailored financial plans while educating each along the way. As a result, Scott develops a deep working relationship with our clients and has an unyielding commitment to their financial goals and objectives. He never loses sight of the basis and tenet that an uncompromising commitment to service, above all unquestionable ethics, is the one true path to success.

Before joining Lightpath, Scott was a senior associate at Salesforce.com, leading predictive intelligence and automation strategies for their enterprise-level clients.

Scott graduated from the University of Louisville, where he played baseball for the Cardinals. He was a President’s List Scholar and All-Conference Academic Team member. He holds a FINRA SERIES 65 securities registration and life insurance license. Scott still resides in the Louisville, KY area and remains an active member of the community. When not in the office, he stays active coaching youth sports, playing golf/tennis, and exercising.

Jason Hawkins, CFF®

Jason Hawkins, CFF®

Head of Insurance Solutions

With a focus on the big picture as well as all the details, Jason helps our clients and their families develop a clear understanding of what money means to them, so they can put together a plan and strategy to accomplish their goals. Drawing on the leadership skills and financial acumen developed over 19 years in the finance and tax industry, Jason focus on retirees, professionals, business owners and their families who are seeking a long-term financial relationship.

Whether his clients are concerned about tax efficiency, funding for education or making sure a solid income plan is in place, Jason believes honesty is paramount to the relationships he forms with his clients. He strives to earn his clients’ trust over time, and is dedicated to staying sharp in an ever-changing financial landscape.

Jason is a graduate of the University of Louisville with a Bachelor of Science degree in business administration and marketing. He is life & health insurance licensed and holds the CERTIFIED FINANCIAL FIDUCIARY® designation providing our clients with unbiased education to empower them to make informed decisions about where they save and invest their money.

Jason and his wife, Amie, live in Prospect, KY. They have two adopted children—Abby and Knox. In his spare time, Jason enjoys competing in a variety of sports and is currently the #1 ranked Speedgolfer in the United States. Additionally, Jason is a firm believer in giving back to the community and is actively involved in his church’s ministries and teaches financial education courses throughout the state.

Terri Ollis

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, Terri is there to ensure you’re able to take advantage of all the tax breaks and incentives available to our clients.