Meet Our People

Marc Neumann, ChFC


Marc Neumann is the co-founder and partner of Lighthouse Planning Consultants, a practice that focuses on assisting clients in every aspect of their financial lives. As a financial advisor since 1993, Marc strives to educate and assist clients to make the appropriate financial decisions based on his 19 years of financial planning experience and continuing education.

Through Lighthouse Planning Consultants, Marc’s organization specializes in estate, business succession and investment planning for business owners, professionals, senior level executives and retirees. His organization acts as a coordinator or liaison in working with your accountant, attorney and other advisors to implement the latest financial planning strategies for future growth.

Marc is a frequent speaker on business succession, estate, investment and retirement planning and has become a national speaker to peers on financial planning techniques and investments.

Marc is a graduate of Rutgers University with a degree in Economics and Finance and holds the Chartered Financial Consultant designation from the American College. Before joining Lighthouse Planning Consultants, Marc was a financial analyst for Tropicana Casino in Atlantic City, New Jersey. Marc resides in Philadelphia, Pennsylvania with his wife Elyse and children, Alex, Daniel, and Emily.

Michael T. Byrne, ChFC


Mike is a frequent speaker on wealth transfer and investment strategies. He has earned the Chartered Financial Consultant (ChFC) designation and is a certified member of the Financial Planning Association (FPA). Mike also is a graduate of Fairleigh Dickinson University, and has a masters degree from the University of Pennsylvania. Before coming to Lighthouse Planning Consultants, Mike worked with the Small Business Administration in Newark, New Jersey.

Kelly R. Zanto, MBA, PHR


As the Practice Manager, Kelly is responsible for providing leadership and oversight to the support team. She joined the practice in 2001. Through Lighthouse Planning Consultants, Kelly specializes in building financial plans, asset allocation portfolios, and recommended financial solutions for business owners and professionals. She holds her FINRA Series 7, Series 24, & Series 66 registrations and the Professional in Human Resources (PHR) designation. Kelly is a graduate of the University of Montana with a Master's Degree in Business Administration. Before joining Lighthouse Planning Consultants, Kelly worked at St. Patrick Hospital and Health Sciences Center in Missoula, Montana in the Human Resource Management and Information Technology departments.

Kelly is a graduate of Stephen Covey's "The 7 Habits of Highly Effective Managers: Managing Yourself, Leading Others, Unleashing Potential" courses. She has a high level of client satisfaction and was named Lincoln Financial Advisors "Staff of the Year" in 2011 and was the "Legacy Award" recipient 2013.

In addition to managing the team, Kelly runs a robust College Internship Program each semester. She has put over 260 students through her program. Kelly is a frequent speaker on Practice Management, Operations Manuals in a Process-Driven Practice, and Internship Programs for financial firms. She is a consultant for other financial planning practices on these topics as well. Kelly resides in Philadelphia, PA.

Michael E. Miller, CFP®


Michael specializes in building financial plans, asset allocation portfolios, and recommended financial solutions for business owners, professionals, senior level executives and retirees for Lighthouse Financial Consultants. Michael has completed the Education, Examination, Experience, and Ethical requirements of the Certified Financial Planner Board of Standards Inc., and has earned the CERTIFIED FINANCIAL PLANNER™ Practitioner certification.

Michael is a graduate of the College of St. Rose where he received a BS in Business Administration & Finance. Michael’s financial services career began at a Goldman Sachs subsidiary, The Ayco Company. From there he opened his own Independent Financial Services office in Northfield, NJ. Prior to joining Lighthouse Planning Consultants he was the Director of Platforms and Implementation at Hanlon Investment Management.

Michael resides in South Jersey with his family. His charitable endeavors include sitting on the board of South Jersey Field of Dreams.

Kristina Squitieri


Kristina is securities registered, insurance licensed and has worked in the financial services field for over a decade. Previously working as an advisor with DVFG and operationally with Northwestern Mutual, Kristina joined Lighthouse Planning in February 2016. She has a vast knowledge of life insurance and the investment business, bringing a variety of skills to the Lighthouse team. Kristina is excited to continue her financial career by cultivating new relationships and expanding her knowledge and skills at Lighthouse Planning Consultants.

Jenny Mitchell


Jenny graduated from Lycoming College with a Bachelor of Arts degree in business administration. She has worked in the Financial Services industry for over 10 years and holds her FINRA Series 7 and 66 registrations. Before joining Lighthouse Planning Consultants, Jenny worked at Morgan Stanley as a Portfolio Associate. Jenny has a passion for client service and is excited to expand her knowledge and skills at Lighthouse Planning Consultants. Jenny currently resides in Marlton, NJ with her husband.

Jeffrey Mattonelli


Jeff graduated from The College of New Jersey with a Bachelor of Science degree in Finance. He joined the firm in 2017 as an intern, and later accepted a full-time role as a Client Relationship Manager. With aspirations of a career in the financial services industry, Jeff is extremely excited for the opportunity to expand his knowledge and learn from a team of experienced financial professionals. Jeff is currently preparing to earn his FINRA Series 7 license.