Who We Are

About FSM

FSM 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®
President / Advisor

Dave has more than 35 years of experience in the financial industry.  He founded FSM Wealth after a successful career as a Principal of another boutique wealth management firm, and several years at IMG on the financial management side of the business.

His insights about the financial side of professional sports have been quoted in a number of publications, including Golf Digest, Golf Week, and the Wall Street Journal. Mr. Lightner has been a special guest speaker at Harvard Law School discussing the business of sports within the sports law class.

Lauren MacLaren, CFP®, MBA
Advisor / Chief compliance officer

Lauren strives to be her client's most trusted advisor.  Lauren has extensive experience in the areas of financial planning, estate planning, and family governance and education. Lauren believes the keys to successful wealth management is strong personal relationships and highly customized delivery of service.

Jason Morel
Advisor

As an advisor at FSM, Jason works closely with professional athletes to help them navigate their complicated financial needs.  Jason works diligently to ensure that his clients have peace of mind in their financial life so they can be successful in their career.  His professional athlete clients trust him to handle their entire financial picture.

Prior to joining FSM, Jason was a broker for Charles Schwab, where he also serviced the PGA Tour Retirement Plan along with other various accounts.

Education & Professional
  • B.A. in  Finance and Economics, Ashland University
  • CERTIFIED FINANCIAL PLANNER™
  • CPA
Education & Professional
  • B.A., The Ohio State University
  • M.B.A, Case Western Reserve University
  • CERTIFIED FINANCIAL PLANNER™
Education & Professional
  • B.S. in Finance, The Ohio State University

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