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®
Terri Ollis, CPA
LICENSED AGENT/MORTGAGE LENDER
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.
Scott Geiser, Wealth Strategist
Scott is a recognized strategic consultant providing evidence-based financial planning, investment analysis, portfolio management and advisory services. He works as an advocate for Lightpath’s clients to develop, manage, and execute tailored financial plans while educating each client along the way. Scott works with individuals and small business owners either planning for or living in retirement that are looking for their 401(k), 403(b), TSA’s and IRA’s to support their lifestyle. He develops a deep working relationship with our clients and their tax and legal advisors to provide a financial plan encompassing current and future goals as well as the opportunity for wealth transfer.
Before joining Lightpath, Scott was a senior member of Salesforce Cloud’s Services division, 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 holds a FINRA Series 65 securities registration and Life Insurance license. Scott still resides in Louisville, KY with his wife, Beth, and son, Jack. When not in the office, he stays active coaching youth sports, playing golf and exercising.
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.
Jim Secrest, Licensed Agent/Mortgage Lender
Jim has a deep passion for helping families position themselves financially so that they have the ability to take care of their family in many ways. After living through the crash of 2008 Jim knew there had to be a better way to invest his money without taking on the risk of a down market. Partnering with Lightpath Wealth Advisors has given Jim the tools he needs to secure not his family’s financial future but all others he meets.
Prior to partnering with Lightpath Jim spent 20 years in the Consumer Finance and Mortgage industries, holding positions in both Operations and Sales Management. Jim has a proven track record of helping companies position themselves in markets to maximize their potential for growth, which involves creating transparent communication between the operations and sales team. Jim’s current banking relationship allows him to offer products that most banks can’t offer.
Jim received a Bachelor of General Studies degree from the University of Kansas, where he was a four-year letterman on the Varsity Tennis Team. Jim achieved All-American status in 1989 by reaching the Quarterfinal of the NCAA Division I Tennis Championships, where they beat the #1 ranked team in the country from South Carolina. Jim and his wife Shawn, and their two boys, Jacob and Michael, reside in Overland Park, KS. Jim continues to play in national tennis tournaments, however, his real passion is playing golf with his boys.