The financial landscape can be overwhelming and confusing, packed to the brim with hype and difficult-to-understand concepts. Naturally, that can make you feel like your future is in doubt, leaving you without an idea of how you’ll plan and preserve your money throughout your life. That’s why we aim to give you a brightly lit path toward your goals. We know it’s just as much about the journey as it is the destination, so our mission is to create an empowering, comfortable environment for you to discuss one of the most challenging topics. We’re your partner on your path, and we couldn’t be more excited to get started with you.
Securing the Path to Your Financial Future
What Are Your Plans for the Future?
Meet Your Advisers
Comfort and confidence start with having a dedicated teammate at your side. That’s why we’ve built our team of professionals to understand your unique needs, no matter what they might be. Our client-centric approach is also team-oriented, meaning that when you work with our independent firm, you have the full force of Pathlight Advisers at your side and working to devise a plan that helps you achieve your goals. Get to know our team below and learn how we can help you navigate tumultuous tax landscapes and markets to find a future you can be confident in.
Tamela McCormick
Insurance & Financial Professional
Mary Cathrine Ozburn
Assistant/Event Coordinator
Tamela McCormick
Insurance & Financial Professional
Mary Cathrine Ozburn
Assistant/Event Coordinator
Is Retirement Within Reach?
Let’s find out what your path looks like! Sign up for our monthly newsletter to stay on top of all the latest trends transforming the financial industry and get actionable insights delivered straight to your inbox.
Our Clients
Normalizing the Financial Conversation
Our focus is on giving our clients comfort in their plan for retirement, protection for their capital and better circumstances for their personal lives. It all begins with an initial consultation, during which we work to find out if you’re a fit for our firm. That often means working to understand your circumstances, your tolerance for risk, your projected tax obligation and more, all giving us insight into a strategy we might adopt in the pursuit of your goals. We can also help a wide variety of clients, and we aim to preserve money throughout the entirety of your life. Here are just some of the groups we can help.
”May the Light Always Shine Brightly on Your Path
— Native American Expression
Lighting the Path to
Your Goals
We are a one-stop shop for retirement planning and mitigation of longevity risk. That means we seek to protect you from unnecessary taxes, remove market risk, preserve your retirement income, adopt an approach to address longevity and more. We also construct a custom strategy for each person who works with our firm, considering their appetite for risk, current circumstances, and short- and long-term goals. We think this is the best way to achieve objectives that are just as unique as your values and situation. Here are just a few ways we can help.
