Bright Lake Wealth Management, LLC

Jacob Thatcher is a financial advisor at Bright Lake Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at North Market Investments Inc. for nine years. Outside of advisory work, he was briefly involved in an entertainment and gaming business, from which he is currently exiting. Bright Lake Wealth Management serves individual and high-net-worth clients with retirement-focused financial planning, discretionary portfolio management, and related advisory services. The firm uses model-based asset management and third-party money managers to implement and monitor client portfolios on a goals-based household approach.

Lori Meter is a financial advisor with Bright Lake Wealth Management, LLC in Roseville, CA, holding Series 65 and Series 66 licenses. She has over a decade of experience in the financial services industry, including roles at Crump Life Insurance Services, Key Investment Services LLC, and Foresters Financial Services. Outside of her advisory work, she was involved with G-bury BnB, LLC from 2018 to 2021. Bright Lake Wealth Management serves individual and high-net-worth clients with retirement-focused financial planning, discretionary portfolio management, and related advisory services. The firm uses model portfolios implemented by third-party money managers and applies a goals-based household approach to account monitoring and rebalancing.

Mac Thatcher is a financial advisor at Bright Lake Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Pine Brook Financial and Dutch Bros Coffee. Bright Lake Wealth Management serves individual and high-net-worth clients with retirement-focused financial planning and discretionary portfolio management. The firm uses model portfolios implemented by third-party money managers and employs a goals-based household approach to ongoing monitoring and rebalancing.

Theodore Thatcher is a financial advisor at Bright Lake Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Pine Brook Wealth Management LLC, Pine Brook Financial, AE Wealth Management, LLC, Peace in Retirement, Inc., and Nexeta Systems, Inc. Outside of his advisory work, he serves as chapter president for the American Financial Education Alliance, where he instructs financial education workshops in the Redding, CA and Medford, OR communities. Bright Lake Wealth Management serves individual and high-net-worth clients with retirement-focused financial planning and discretionary portfolio management. The firm employs a model-based investment approach and coordinates asset allocation across household accounts, often using AE Wealth Management’s managed-account platform.

Waylon Bell is a financial advisor at Bright Lake Wealth Management, LLC with a Series 65 designation and one year of experience at the firm. Prior to joining Bright Lake, he worked in educational roles at the University of California Santa Barbara, Shasta College, and Foothill High School. Bright Lake Wealth Management serves individuals, business entities, profit-sharing plans, estates, and trusts, managing approximately $103.6 million in assets. The firm offers discretionary investment advisory, portfolio management, and financial planning services, utilizing a goals-based, household allocation approach with model portfolios overseen by its financial professionals.

Layton Paloutzian is a financial advisor at Bright Lake Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Lenity Management, Southern Illinois University Carbondale, and the City of Redding. Outside of advisory work, he is involved in insurance sales through Bright Lake Financial, Inc., where he holds a California insurance license. Bright Lake Wealth Management serves individual and high-net-worth clients with retirement-focused financial planning, discretionary portfolio management, and related advisory services. The firm uses model-based asset management and third-party money managers to implement and monitor client portfolios on an ongoing, goals-based household approach.