Partners with you in setting goals, overcoming obstacles, and developing your comprehensive plan.

Tommy pursued his formal education in business administration with an emphasis in finance from Middle Tennessee State University after years of touring as a professional country musician. Since deciding to become a wealth advisor, Tommy has continued furthering his knowledge, education, and commitment to his clients and community. Tommy also leverages his passion for supporting business owners by volunteering with SCORE, helping to empower and equip entrepreneurs for success.

Met his wife, Amy, here in Nashville. They enjoy visiting new places with their daughter, Vivien, and spending time with their families. When not in the office or catching a Nashville SC match, you can find Tommy involved in multiple community-building and philanthropic events with organizations like Operation Andrew Group and Thistle Farms.

Named to Forbes Best-in-State Wealth Advisors for 2021

Named to Forbes Top Next-Gen Wealth Advisors for 2020

What do all those acronyms mean, anyway?

CFP® - A CFP®, or CERTIFIED FINANCIAL PLANNER™, professional has met strict standards for excellence laid out by the Certified Financial Planner Board of Standards in the areas of education, examination, experience, and ethics to receive this particular designation.

CEPA® - A CEPA®, or Certified Exit Planning Advisor, has successfully completed a multi-day course through the Exit Planning Institute™ that educates them on how to work with businesses and business owners of all sizes and styles to help ascertain financial goals and strategize for a profitable planned or unplanned transition.

CEPA® - A CEPA®, or Certified Exit Planning Advisor, has successfully completed a multi-day course through the Exit Planning Institute™ that educates them on how to work with businesses and business owners of all sizes and styles to help ascertain financial goals and strategize for a profitable planned or unplanned transition.

Series 7 - A Series 7 license requires candidates to pass an exam covering investment risk, taxation, equity and debt instruments, packaged securities, options, and retirement plans. The license permits me to buy and sell a wide variety of securities products, with the exception of commodities and futures.

Series 66 - Not to be confused with the infamous route where one gets one’s kicks, this license can only be acquired by someone who already holds a Series 7 license (see above) and qualifies me as an investment advisor representative. It requires candidates to pass an exam covering topics on providing investment advice and effecting securities transactions for clients.

Health & Annuity Licenses - These licenses permit me to solicit and sell fixed annuities, disability insurance, and other important types of health and life insurance to help protect your income and assets against unexpected events such as long-term illness, injury, or death.

* Tommy Doerfler does not currently give tax advice

Sam transitioned to Lighthouse Wealth Group in 2023, bringing with him experience in financial planning and the insurance industry starting his career at Merrill Lynch. Originally from Kansas City, Sam is an alumnus of the University of Kansas and currently resides in Arrington, TN with his family.

At Lighthouse Wealth Group, Sam specializes in assisting corporate executives, business owners, and high-net-worth individuals in making informed investment decisions about their financial plan. He achieves this by helping them identify their financial goals and crafting personal financial plans backed by customized investment strategies to pursue those objectives effectively.

Beyond his professional endeavors, Sam enjoys spending quality time with his wife, Erin, and their three kids Henry, Rosie, and Genevieve, and their two dogs. Outside of family time he enjoys playing pickleball, golfing, and mentoring young adults on the benefits of financial literacy and investing.

Ann Marie Sorrow has joined Lighthouse Wealth Group as the Client Administrative Manager, where she will collaborate closely with Tommy Doerfler and Sam Rice. With a background as an executive assistant and office manager, Ann Marie has extensive experience with notable organizations in New York City, including Rockefeller Group, Insight Investment (a subsidiary of Bank of New York Mellon), and NetJets.

Ann Marie attended Aquinas College and obtained a Bachelors of Science degree in Business Administration. Throughout her career, Ann Marie has established herself as a trusted liaison, building strong relationships with clients, partners, and stakeholders. She is known for her commitment to professionalism and delivering exceptional customer service.

Outside of her professional life, Ann Marie enjoys singing, songwriting, and spending quality time with her family and friends. She has performed twice at Carnegie Hall and has also sung with a choir in concert halls across Europe. After 16 years in the Northeast, Ann Marie has recently relocated back to her hometown in Nashville, Tennessee.