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PATH: The Key Strategies to Successful Business Succession offers a practical roadmap for business owners who want to protect what they’ve built and transition their companies with confidence. Drawing on more than 27 years of experience in the financial services industry, Raymond Robinson introduces the powerful PATH framework: Planning, Alignment, Transition, and Heritage to help entrepreneurs move from uncertainty to clarity.

Through real-world insights and actionable strategies, PATH equips business owners to preserve their legacy, prepare the next generation, and ensure their life’s work continues to thrive.

P.A.T.H – Planning • Alignment • Transition • Heritage

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.

Thomas C. Martin

Strategic Business Partner

Romona Jackson AFC®

Financial Professional

Thomas C. Martin

Strategic Business Partner

Romona Jackson AFC®

Financial Professional

Steve Rutland

Senior Advisor

Felica McDowell

Insurance Advisor

Mary Cathrine Ozburn

Assistant/Event Coordinator

Chelsea Lewis

Insurance Agent

Beth Thomas

Insurance Agent

Felisa A. Davis-Holmes

Founder & Licensed Insurance Broker

Steve Rutland

Senior Advisor

Felicia McDowell

Insurance Advisor

Mary Cathrine Ozburn

Assistant/Event Coordinator

Chelsea Lewis

Insurance Agent

Beth Thomas

Insurance Agent

Felisa A. Davis-Holmes

Founder & Licensed Insurance Broker