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Meet The Team

We Get To Know You & Grow With You

The experienced Lighthouse Advisers team is here to ensure you’re always supported by a familiar face who knows you. Get to know the people who are here to guide you, celebrate your milestones, and help you feel confident at every stage of your journey.

Eric N. Kaleal

Eric N. Kaleal

Partner and Financial Adviser

Bryan D. Thomas

Bryan D. Thomas

Partner and Financial Adviser

Melissa L. Zummo

Melissa L. Zummo

Partner and Chief Operations Officer

Thomas J. Markell

Thomas J. Markell

Financial Adviser

Alecia M. Goetter

Alecia M. Goetter

Client Services Manager

Julia E. Ludwig

Julia E. Ludwig

Client Services Manager

Lisa M. Fleming

Lisa M. Fleming

Chief Morale Officer

Serving Client Needs

We guide individuals, families, and business owners in Cleveland and across the US to help them reach their goals.

Who We Serve

How We Help

Steady guidance. Tax-intelligent planning. Educational counsel. We’re fully invested in your success.

Our Approach

Let’s Get Started

Call us, stop by the office, or fill out our online form to schedule your next appointment. We’re here to support you.

Contact Us Today