Lighting Your Way
Lighthouse Financial Planners & Advisors LLC is headquartered in the heart of the beautiful Rogue Valley in Southern Oregon. Our mission is to light your way to purpose and prosperity with comprehensive financial planning & investment management that prioritizes the highest values rooted in moral ethical standards.
We choose to partner with Sierra Ridge Wealth Management of Sacramento California to provide our clients with additional expertise, resources and services.
Lighthouse Financial Planners & Advisors LLC
Anna has partnered with CERTIFIED FINANCIAL PLANNER™, Michal Slate for the past 4 years.
She is insurance licensed in the states of Oregon and California.
She previously worked at a title company and still loves working with financial planning clients who are buying and selling homes.
Anna relocated from the Bay Area of California about 5 years ago because she knew this would be the perfect place to raise her young girls.
Anna is a mom to 3 beautiful daughters and married to her life partner Isaiah. You can find Anna in her spare time gardening, taking college classes or just enjoying the day with her family.
Michal Slate, MEd, MBA, CFP®
President & Founder
CERTIFIED FINANCIAL PLANNER™
Michal helps her clients plan and manage financial resources from a holistic viewpoint.
She holds the prestigious CERTIFIED FINANCIAL PLANNER™ designation, FINRA Series 7 and 66 registrations, as well as the State of Oregon and California Life and Health Insurance licenses.
As a financial advisor, Michal enjoys building relationships with her clients and helping them find the best financial solutions for their unique life goals. She is passionate about education and community development. She holds an MBA in Business Leadership as well as an education MEd in Curriculum Design.
The beautiful Rogue Valley has been home since 2005 when she moved from the Bay Area of California. Michal is a member of New Life Nazarene Church in Medford and a Board member of the Jackson County Library Foundation.
Michal has been married to her husband, Travis for 15 years.
You can find Michal spending her free time writing, teaching, taking additional college courses and spending time with her dog Walter.
Licensed Sales Assistant
Elena has been in the financial services industry for 40 years, ever since she launched the adventure with her family to America from Romania. She has lived in Southern Oregon for 33 years and loves how it has always felt like "home" with all the mountains, rivers and oceans close by.
Elena has known and worked with CERTIFIED FINANCIAL PLANNER™, Michal Slate for more than 10 years.
After she technically retired from many years working with the large financial institutions, Elena missed connecting with clients but not the corporate world. She feels working with Lighthouse is an answer to prayer by allowing her to keep her connections without the pressure of a corporate job.
She is fully licensed and enjoys helping clients find solutions to the financial problems we face everyday.
When asked why she has stayed in the financial industry for so long and continues to work even though she could be retired, she said "I love helping people, not just with their finances but as a friend".
When Elena isn't working, she can be found, spending time with her family or practicing her culinary skills. When time allows Elena loves to learn new things such as a third language like Italian or playing piano.
Walter Payton Slate is a registered Emotional Support Animal & prides himself in his ability to promote client satisfaction.
He loves to help reduce the stress that financial matters often bring to the surface. He enjoys being involved in client meetings and getting to know clients by greeting them at the door and thanking them for visiting our offices.
Walter is the official mascot of Lighthouse Financial Planners & Advisors.
WORKING TO REACH NEW HEIGHTS TOGETHER
President & Co-Founder Sierra Ridge Wealth
Financial professional James Slaughter started his career in the financial services industry in 2008 and holds his Series 7, 63, 65, and 24 licenses and his California Life insurance license. In addition, he has a Bachelor of Arts in economics from UC Davis.
James co-founded Sierra Ridge Wealth Management, a full-service financial firm based in Sacramento that aims to always work in the best interests of the advisors and their clients. In founding Sierra Ridge, he said that, while his memories of the Sierra Nevada mountain range and Lake Tahoe are important to him, the metaphorical significance of climbing and descending a mountain is what truly inspired the firm’s name.
Slaughter lives in Dixon, CA, with his wife Chelsea. They enjoy entertaining guests with dinner parties and events at their home.
President & Co-Founder Sierra Ridge Wealth
Giancarlo has over 22 years of experience in the financial services industry, working for such organizations as Wells Fargo, Ameriprise Financial, and Waddell and Reed. He holds his Series 7, 24, 66 and his California Life and Health insurance licenses.
He started Sierra Ridge, in large part, to avoid the restrictions large broker-dealers place on their representatives: “Our vision was to allow advisors to work with their clients the way they see fit and not to force them into doing anything they don’t want to.”
Giancarlo has a Bachelor of Science in Business Administration from The University of San Francisco. He resides in Lincoln, CA, and enjoys travelling the globe and finding new places to ski or snowboard.
Portfolio Management Associate
Tim Watkins is responsible for the daily management of Sierra Ridge’s proprietary asset allocation models.
Prior to joining Sierra Ridge, Tim worked as Assistant Vice President of Fund Accounting and Operations at State Street Corporation in Sacramento, CA. There, he managed a team of more than 20 investment professionals in portfolio accounting, fund performance attribution, regulatory reporting and client service for several, large retail and institutional investment clients. Prior to State Street, he worked as an operations associate at Vista Equity Partners, a prominent buyout firm based in San Francisco, CA. Tim holds Bachelor’s degrees in Economics and Psychology, as well as an MBA, from the University of California, Davis. In his spare time, he enjoys hiking, traveling and finding new ways to stay active in the outdoors with his wife.
Melissa is an experienced administrator with a passion for providing exceptional customer service. She has held management positions in education, retail sales, merchandising, and financial fields, and has tailored her skills to meet the needs of any client. A California State University, Chico, alumni, Melissa resides in Sacramento with her husband and two children, Jacob and Kimber. Melissa loves to snowboard and bike with her family, and she has been a member of her volleyball team for several years.
Chelsea has experience working in public relations and communications industry. She holds a Master’s degree from Sac State, in Political Science, with an emphasis in California Politics and its Environment. Chelsea resides in Dixon, CA with her husband James. She enjoys traveling with her husband and exploring new coffee shops.