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 the team’s combined 75 years of 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 him to manage several billion dollars’ worth of fixed income 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, Glen and his team have access to some of the top money managers in the industry.

Tara Lowman joined Lighthouse Wealth Management in December of 2008 as the head of the practice’s marketing and client appreciation efforts. She has helped the practice navigate 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 clients beyond their expectations, so that when the opportunity to share their experience presents itself, clients are excited to invite friends and family to meet the team.

In the community, Tara has a passion for the arts in the public education arena. She 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.

Judy Lowman joined Lighthouse Wealth Management in 2018 and has 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 (BOAMS), which resulted in the successful settlement of 170 deals that secured over $110 billion in bonds. 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 that were imposed after the mortgage crisis of 2008. Judy assisted in strategically implementing the first $2 billion Credit Risk Transaction at Wells Fargo & Company, reducing loan delivery expenses to Fannie Mae and expanding market share of programmatic issuance.

Judy holds her FINRA Series 7 and 66 industry registrations and also holds her life and variable insurance license. She obtained a bachelor’s degree in finance from Florida State University. She spends her leisure time volunteering in the community and sponsors several charities, including Special Equestrians in Fort Myers, FL. Both she and her husband, Dan, are the proud owners of two rescue pups, Shelby and Mickey, and two cats, Luci and Miss Kitty.