Caleb Lowman began his career in financial services while still in college. He owned a successful real estate research firm and attended the University of Florida, where he graduated with high honors and a degree in international business, a minor in economics, and a certificate in international relations.
After graduation, Caleb decided to pursue his passion for the markets and investment planning by joining Morgan Stanley in Fort Myers, FL. While there, Caleb achieved several notable milestones: CERTIFIED FINANCIAL PLANNER™ professional, Estate Planning Consultant, Rule 144 (Restricted Stock) Specialist, Vice President, and Wealth Advisor.
His experience during the 2008-2009 financial crisis brought Caleb to the realization that he could better serve high-net-worth clients by offering them a truly independent alternative. With a dedication to clients, resources focused for high-net-worth families, and a commitment to excellence and honesty, Caleb has positioned Lighthouse Wealth Management as a beacon for successful families during financial storms.
Caleb specializes in complex investment and estate planning strategies and enjoys the challenge of helping clients successfully pass their legacy to future generations.
Caleb is a native Floridian and enjoys boating, fishing, and scuba diving with his family, and he is also dedicated to the study of several Filipino Martial Arts.
Glen Rauch has been on Wall Street for more than 45 years, and he was the President and CEO of Glen Rauch Securities for more than 20 years. First and foremost, Glen believes his clients are the company’s most important asset, and he is now able to further commit to that belief through a working relationship with Caleb Lowman and Lighthouse Wealth Management.
Glen brings an institutional investor’s point-of-view to the everyday investor, providing clients with advice that’s shaped from our team's combined 75 years of combined experience in the institutional equity and fixed income markets.
Glen and his team are focused on building long-standing relationships with his clients, many of which have been maintained for more than three decades.
When creating individual and institutional portfolios, Glen uniquely positions those portfolios to the requirements of the person or company – thus, no two portfolios are exactly the same. His expertise has allowed for him to manage investments for a variety of entities, from well-known professional athletes to people in the entertainment world to doctors, lawyers, and business owners.
Glen and his team put the well-being of their clients at the highest level in their hierarchy of investment objectives, and it bears repeating that they believe their clientele are the single greatest asset to their business. With all the resources of Wells Fargo Advisors Financial Network and its affiliates, Rauch Financial Services has access to some of the top money managers in the industry.
Judy Lowman joined Lighthouse Wealth Management, LLC, in 2018 and became Series 7 registered in 2019. Backed by over 25 years of experience in Investor Relations as a Structured Finance Transaction Manager, Judy has worked with the largest issuers of Mortgage Backed Securities, including Bank of America and Wells Fargo & Company. At Bank of America, she was a Senior Vice President and managed the non-conforming securitization program, Banc of America Mortgage Securities, Inc. (BOAMS). She served as principal liaison to the Rating Agencies, providing data and program information that supported successful deal closure and accurate bond ratings.
After more than 10 years with Bank of America, Judy joined Wells Fargo & Company as a Vice President in the Capital Markets division. She led efforts to re-engineer the securitization program of jumbo mortgages to comply with new regulations which were imposed after the mortgage crisis of 2008. Judy assisted in strategically implementing the initial Credit Risk Transactions at Wells Fargo & Company, in an effort to reduce loan delivery expenses to Fannie Mae and expanded market share of programmatic issuance.
Judy holds a bachelor’s degree in Finance from Florida State University. She spends her leisure time volunteering in the community teaching self-reliance classes and sponsors several charities, including Love is Fur Ever Dog Rescue in Fort Myers, FL. Both she and her husband, Dan, are the proud owners of two rescue pups, Shelby and Mickey.
Craig White earned both his bachelor’s degrees in Finance and Spanish from Utah State University. Throughout his career, he has held positions in the Banking, IT and Construction industries, including as a Relationship Associate for Gartner, and as an Account Manager for USI.
In 2018, Craig joined Lighthouse Wealth Management to work as a Financial Advisor. He currently has his series 7 and series 63 licenses and is fluent in Spanish and English. Craig is passionate about helping clients fulfill their goals and takes pride in assisting them during periods of transition.
He has been married for 16 years, and lives with his wife, Jeyme, and their three children in Southwest Florida. Craig grew up in the mountains camping, rock climbing and water skiing and enjoys being outside, even in the balmy Florida summers!
Tara Lowman joined Lighthouse Wealth Management, LLC, in December of 2008 as the head of the practice's marketing and client appreciation efforts. She has helped the practice navigate both the changing regulatory environment and deepen community involvement through charity outreach and support. Tara’s determined focus on the client experience has solidified Lighthouse Wealth Management’s core growth strategy, which is to serve our clients beyond their expectations, so that when the opportunity to share their experience with our advisors presents itself, our clients are excited to invite friends and family to meet us.
In the community, Tara has a passion for the arts in the public education arena and has been involved with the North Fort Myers Academy for the Arts as a past president, and she has also volunteered with TAG, The nationally acclaimed a cappella group from Cypress Lake High School.
Tara attended the University of Florida and is an avid Gators fan.
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