Lighthouse Wealth Strategies, LLC

Kelly Caviezel is a financial advisor at Lighthouse Wealth Strategies, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors and UBS Financial Services Inc. Mr. Caviezel is a partial owner of a real estate building through RCW LLC, a business he operates with family members and clients. Lighthouse Wealth Strategies is a team-based firm serving clients with personalized wealth management solutions.

Megan Hayes is a financial advisor at Lighthouse Wealth Strategies, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors and UBS Financial Services Inc. She is based in Gig Harbor, WA. Lighthouse Wealth Strategies is a team of six advisors providing wealth management services, focusing on tailored investment strategies for their clients.

William Pandiani is a financial advisor at Lighthouse Wealth Strategies, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including VALIC Financial Advisors and Veritas Independent Partners. He also provides financial advice on annuities as a Registered Representative with Veritas Independent Partners. Lighthouse Wealth Strategies is a team-based firm serving clients through collaborative financial planning and investment management. The firm consists of six advisors focused on delivering tailored wealth strategies.

Ronald Barton is a financial advisor with Lighthouse Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Veritas Independent Partners, Sowell Management Services, and Wells Fargo Advisors. Outside of advising, he is involved in managing residential rental properties with active responsibilities. Lighthouse Wealth Strategies is a team-based firm serving clients with a collaborative investment approach.

Karsten Caviezel is a financial advisor at Lighthouse Wealth Strategies, LLC with 26 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and UBS Financial Services Inc. Caviezel is a trustee for Caviezel Wealth Management's 401(k) plan and holds a majority ownership in Caviezel Wealth Management LLC. Lighthouse Wealth Strategies is a team of six advisors based in Gig Harbor, WA. The firm provides wealth management services to individual clients, focusing on tailored investment strategies.

Gabrial Mathews is a financial advisor at Lighthouse Wealth Strategies, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Lighthouse Wealth Strategies since 2023. Outside of finance, he works as a bartender at Montana Rib and Chophouse. Lighthouse Wealth Strategies is a team of six advisors based in Livingston, MT.