Who We Are

About FSM + Journey wealth

FSM/Journey Wealth is an independent, fee-only advisor. We believe in an open architecture system that assures that our advice is unbiased and what’s best for our clients.

We strive to be our client’s most trusted advisors by understanding their needs and objectives, and delivering the advice that helps them meet their goals.

We are committed to providing an overall level of expertise that creates a truly differentiated result for our clients.

Our Core Values

01

Trust

02

Independence

03

Service

Our advisors

Dave Lightner, CPA, CFP®
CEO, Founder

Dave has more than 35 years of experience in the financial industry. His insights about the financial side of professional sports have been featured in numerous publications including Golf Digest, Golf Week, and The Wall Street Journal. Dave has also been a special guest speaker at Harvard Law School on the topic of the business of sports.

Education & Professional
  • Certified Financial Palnner™ (CFP™)
  • Certified Public Accountant (CPA)
  • B.A. in  Finance and Economics, Ashland University (1982)
TJ Gliha, AIF®, CEPA®
President, Partner

TJ is responsible for establishing and executing the company-wide goals and strategies, as well as providing customized wealth planning solutions to our clients. Before transitioning to wealth management he spent over a decade trading derivatives on the Chicago Board.  TJ lives in Avon Lake with his wife, Jill, and their three active boys.

Education & Professional
  • Accredited Investment Fiduciary (AIF®)
  • Certified Exit Planning Adivsor (CEPA®)
  • B.A., Communications, University of Dayton (2002)
Community
  • Cleveland Clinic Children's Hospital Council
  • University Hospitals Diamond Advisory Board
  • Avon Lake City School Foundation Board Member
Lauren MacLaren, CFP®, MBA
Chief compliance officer, Partner

Lauren possesses extensive experience in the areas of financial planning, estate planning, and family governance and education. She strives to be every client's most trusted advisor and believes the keys to successful wealth management are strong personal relationships and highly customized delivery of service. Lauren lives in Hudson with her husband Chris, and their three children.

Education & Professional
  • Certified Financial Planner™ (CFP™)
  • B.A., Finance, The Ohio State University (2003)
  • M.B.A, Case Western Reserve University (2010)
Pete Franz, CFA®, CFP®
Chief investment officer, partner

Pete is responsible for setting, managing and articulating the firm’s investment platform and approach.  He interacts with sponsor partners, monitors markets, and conducts portfolio analysis and construction – to match client allocations with their objectives. He also works directly with families as a trusted advisor in delivering customized wealth mgmt strategies.  Pete lives in Chagrin Falls with his wife, Molly and their three children Sam, Charlotte and Peter.

Education & Professional
  • Chartered Financial Analyst (CFA®)
  • Certified Financial Planner (CFP®)
  • B.A., Political Science, Wittenburg University (2004)
Community
  • Chagrin Falls Youth Sports
  • Federated Church of Chagrin Falls Legacy Fund Chair
  • Greater Cleveland Habitat for Humanity Finance/Endowment Committees
  • Foundation for Geauga Parks Investment Committee
  • Wrestlers in Business Cleveland Chapter Board Member
Anthony Gargano, CPFA®
Director of operations, partner

Anthony divides his time between working directly with clients and managing  the firm’s overall operations. He considers these two duties to be vitally important to each other in shaping his understanding of what is needed to equip the team to serve our clients best. Outside of the office, Anthony enjoys hiking and cooking with his family.

Education & Professional
  • Certified Plan Financial Advisor CPFA®
  • B.A., Finance & Accounting, Ohio University (2011)
Community
  • Secretary of the Richfield Town Trust
  • Member of the Ohio University Finance Advisory Counsel
Karlene Clark
senior manager, client service

Karlene provides essential services to the team, especially in support of our professional golf clients. She ensures that bills are paid, reports are generated and that overall service always remains up to client expectations. In off hours Karlene can be found spending time with her family and offering her loyal support to Cleveland sports.

Tina Weinberg
manager, cleint service

Tina focuses on making sure our clients’ financial lives are accounted for. In addition to working directly with clients to be certain their ongoing service needs are met, she meticulously accounts for all transaction and reporting-related items. When the calendar allows it, Tina enjoys traveling with her husband.

Education & Professional
  • Doctor of Law, Business/General, Cleveland State University (1988)
  • B.A., Sociology & Criminology, The Ohio State University (1985)
Jason Morel
Associate, advisor

Jason spends his time working directly with clients and advisors to craft strategies that fit each client’s individual needs. He plays a crucial role in making sure these strategies are implemented in a timely fashion, providing our clients with peace of mind. When he is not hard at work, he likes to unwind with his girlfriend and dog.

Education & Professional
  • B.S. in Finance, Business Administration, The Ohio State University (2016)

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