Dave Lightner,
CPA, CFP ©

Principal


Mr. Lightner has more than 30 years of experience in financial planning, tax strategy and investment advice for financially successful families and individuals. For much of that time, he served as a senior wealth advisory consultant at MAI Wealth Advisors, a prominent firm catering to the family office needs of successful professional athletes. Over the years, he has assembled a global network of colleagues and financial consultants who help him serve clients with highly specialized needs. His insights about the financial side of professional sports have been quoted in a number of publications, including Golf Digest. He holds a bachelor’s degree in finance and economics from Ashland College.