Our company was started by Raymond A. Robinson in 2010. Since that date, we’ve evolved into a full-service firm, and in 2023 we became Pathlight Advisers. We are proud to be a firm that puts people first and seeks to put their mind at ease. Our process starts with a comprehensive financial conversation. We set our sights on providing our clients with access to strategies that can protect them from excessive taxation, the risk of market volatility and the potential of running out of money in retirement. We work side by side with you to give you confidence in your future with financial literacy.
Our History & Story
Meet the Pathlight Team
Your passions, your goals and your comfort are the only things on our minds. That’s why we approach each individual conversation as people, looking to make a genuine connection as we help you reach those objectives. Together, our firm has nearly a century of combined experience as financial and insurance professionals. We have built professional partnerships that provide us with access to the latest products and strategies in the marketplace.
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?
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Our Clients
Navigation for Clients from All Backgrounds
While we have specialized experience working with select demographics, we are primarily driven by people just like ourselves: those with goals and dreams. We’re here to connect you to those goals and dreams with unique solutions that work to suit your individual needs. Your benefits and programs may also differ from others, which is why we aim to understand your background prior to acting, then we lay out exactly how we expect our custom approach to help you. Here are just some of the groups we serve at Pathlight Advisers.
”May the Light Always Shine Brightly on Your Path
— Native American Expression
Building Comprehensive Insurance Plans
Our services are geared toward you and your needs, and our independence gives us the freedom to find solutions that work on your behalf, not on behalf of major carriers. We also look for options that protect you against all the major risks of retirement or of owning a business. That can include longevity risk, market risk, sequence of returns risk, taxes, long-term care and more. Using your unique circumstances, we assess your needs and address them in a way that we believe matches your goals and gives you confidence in your future.
