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.
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.
Head of Insurance Solutions
Drawing on the leadership skills and financial acumen developed over 19 years in the insurance and tax industry, Jason services retirees, professionals, business owners and their families designing competitive and tax-efficient insurance plans. Using a customized process that addresses the concerns of each individual, Jason helps our clients protect their savings, decrease their fees, and avoid probate by having solid growth when the market is up. He takes a personal approach to every client relationship and helps them develop a clear understanding of what money means to them, so they can put together a plan and strategy to accomplish their goals.
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 is an authority and expert witness in the areas of indexed universal life, whole life, annuities and long-term care insurance.
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.
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.