Lighthouse Wealth Team

The advisors at Lighthouse Wealth Team oversee financial matters for select families in the area. Lighthouses symbolize guidance and comfort, which is how we want our clients to regard our services, and the gold light beam in our logo represents wealth. Our team exists to assist clients to have the confidence to retire comfortably; to help provide a conservative, debt-free life and freedom that comes along with that; to provide faith/independence; and to make our clients proud.

For more information about Lighthouse Wealth Group, please go directly to our team website at www.LighthouseWealthGroup.com.

*Lighthouse Wealth Group is independent of Raymond James.

Lighthouse Wealth Team

About Us

Team Members

  • Rich Smith


    Senior Vice President, Southwestern Investment Group | Financial Advisor, RJFS

       615-861-6111
      Email me


    Rich Smith started his career with Southwestern/Great American Inc. selling books part-time with Southwestern and paying his way through Taylor University in Indiana. After college, Rich joined the company full-time as a sales representative. He quickly moved into a leadership position with Great American and developed the largest organization in the company. He served as divisional Vice President and was recently inducted as a Charter Member into Great American’s Hall of Fame. In his 39 year career with the company, he has also served as a Corporate Board Member of Southwestern/Great American Inc.

    In January 2006, Rich made the decision to leave Great American and follow his passion in the area of personal finance to join a sister company, Southwestern Investment Group, as a Raymond James financial advisor. He quickly distinguished himself there becoming a member of the Leadership Board and a Senior Vice President.

    Rich has received his Series 7, Series 66, and Life and Annuity Insurance Licenses. He is registered with Raymond James Financial Services, Inc. Rich’s focus is helping his clients build wealth through Comprehensive Financial Planning with a specialty in fee-based* professional money management, tax planning strategies, and exceptional customer service.

    Rich has been married to Rhonda, a middle school principal at Christ Presbyterian Academy, for 37 years. They have three children who are all married and live in the Nashville area, and give grandchildren. Besides spending time with family, Rich enjoys watching sports, reading, and playing golf.

    *Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs.  A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.

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  • Tommy Doerfler CPA, CFP®


    Senior Wealth Advisor, RJFS

       615-861-6103
      Email me


    Tommy Doerfler is originally from Raleigh, North Carolina and graduated from Middle Tennessee State University with a Business Administration degree with an emphasis in finance.

    Tommy initially moved to Nashville in 2003 because of his passion for music. Two years after living his dream in music, he decided it was time to hang up his drumsticks and choose another career. Since money wasn’t something he had a lot of knowledge of, he decided to redirect his passion towards a subject that was personal to him. During the time he spend traveling and playing music, he became interested in learning what to do with his hard-earned dollars, and how to invest in his career and save for the future. This interest soon became a passion that led Tommy to enrolling at MTSU to learn everything he could about personal finance. Tommy wasn’t sure exactly what he wanted to do with his knowledge until he did a summer internship with Southwestern Investment Group and realized that he could use his knowledge to assist people that did not understand wealth and who wanted personal assistance. It was his passion for learning about personal finance that led him to assist others with the same concerns he had as a musician. Along with helping clients build and preserve their wealth, Tommy also enjoying spending his free time with family and friends, watching soccer, and being outdoors.

    Thomas has received his Series 7, Series 66, Life, Health and Annuity Licenses, his Certified Public Accountant License, and is a CERTIFIED FINANCIAL PLANNER™ professional. He is registered with Raymond James Financial Services, Inc. Thomas is focused on helping his clients build wealth through Comprehensive Financial Planning with a specialty in fee-based* professional money management, tax planning strategies, and exceptional customer service.

    *Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.

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  • Ashley Bell


    Client Services | Branch Associate, RJFS

       615-861-6107
      Email me


    Ashley Bell was born and raised in Nashville. She has a son, Brooks, and daughter, Riley. When she has free time you can find Ashley taking advantage of the Nashville music scene. During the fall, she often wears orange and cheers on the Tennessee VOLS!

    Ashley has worked for Southwestern Investment Group since 2013, and brings more than seven years of banking and customer service experience to her role. Ashley manages Client Services for Rich and Tommy, and is happy to answer any questions you may have.

  • Melissa Evans

    Melissa Evans


    Client Service Associate, RJFS

       615-861-6124
      Email me


    Coming Soon