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Greg Anderson, CLTC
Business Phone: (614) 790-9810
E-mail address: greganderson@financialguide.com
Before beginning work for the Skylight Financial Group,
Greg was the CEO and president of a multi-million dollar
business located here in Columbus. He is CLTC certified
and Greg qualified for MDRT in 2007.
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John B. Blatt, CLU, CFBS, CLTC,
ChFC®
Business Phone: (216) 592-7313
E-mail address: jblatt@financialguide.com
Assistant: Reilly Sparling rsparling@financialguide.com
John Blatt is a financial planner with 35 years of experience
in the financial services industry. He is currently a member
of the Advanced Planning Team...
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Anthony M. Brant, CFBS
Business Phone: (216) 592-7352
E-mail address: abrant@financialguide.com
Tony Brant joined Skylight Financial Group in 2006 and
brings with him over 20 years of experience in the financial
services industry. Tony’s practice is focused on comprehensive
multi-generational financial planning for business owners...
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Thomas J. Brennan
Business Phone: (216) 513-2202
E-mail address: thomasbrennan@financialguide.com
Tom began his career in the financial service industry in 1993 when he joined Brennan Financial Group, after serving 3 years overseas in the Army. As a financial planner he has been recognized numerous times by New England Financial...
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Sean Brenneman
Business Phone: (614) 790-9811
E-mail address: sbrenneman@financialguide.com
Sean Brenneman joins Skylight Financial Group with 13 years
of experience with the Department of Corrections as a Corrections
Officer and having served in the United States military.
During his time as a Corrections Officer, Sean recognized...
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Kathryn Bryan, Ph.D.
Business Phone: (216) 592-7319
E-mail address: kbryan@financialguide.com
Kathryn Bryan, Ph.D. a native of Medina, Ohio, graduated with a B.S. in psychology from Baldwin-Wallace College in 2000 and went on to receive her M.A. and Ph.D. from Kent State University...
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Sara Canterbury
Business Phone: (614) 790-9806
E-mail address: scanterbury@financialguide.com
With a background as a small business owner, Sara provides
a unique perspective to the team at Skylight Financial
Group. She takes pride in working with people and helping
them through both tough and simple decisions...
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Robert J. Casper
Business Phone: (614) 790-9800 #124
E-mail address: rcasper@financialguide.com
Robert Casper is a financial planner with Skylight Financial Group. He enjoys guiding his clients through the financial planning process and takes pride in helping them recognize their current financial position and providing a strategic roadmap...
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Michael B. Christy
Business Phone: (614) 790-9813
E-mail address: mchristy@financialguide.com
Mike Christy, a native of Lancaster, Ohio, graduated from Ohio
University where he doubled majored in History and Political
Science. During his time at OU, Mike was a member of the men’s
golf team...
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Gene Craciun
Business Phone: (440) 397-5770
E-mail address: gcraciun@financialguide.com
Gene Craciun has over 16 years of experience in the retirement
plan marketplace. Currently, he manages over 50 corporate
retirement plans across the country...
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Andrew S. Crowl
Business Phone: (216) 592-7361
E-mail address: acrowl@financialguide.com
Andrew Crowl is a financial planner with Skylight Financial Group. He enjoys guiding his clients through the financial planning process and takes pride in helping them recognize their current financial position and planning a strategic route to help identify...
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William
W. Crozier, Jr., CLTC
Business Phone: (216) 592-7364
E-mail address: wcrozier@financialguide.com
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Robert "Bud" Cygan, LUTCF
Business Phone: (440) 716-0332
E-mail address: bcygan@financialguide.com
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Nori
H. Dettling, CLU, ChFC®, LUTCF, CLTC
Business Phone: (330) 869-9005
E-mail address: ndettling@financialguide.com
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Mark J. Dorman
Business Phone: (330) 725-0501
E-mail address: mdorman@dormanfarrell.com
Website: www.dormanfarrell.com
Assistant: Edith Pearcy epearcy@dormanfarrell.com
Mark J. Dorman has over 20 years of experience in the financial
services industry. He began his career with New England
Financial...
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John J. Dunlavey, CLU, ChFC®,
CFP®,
Special Care Planner
Business Phone: (330) 342-4066
E-mail address: jjdunlavey@financialguide.com
John Dunlavey is a Chartered Life Underwriter, a Chartered
Financial Consultant, Certified Family Business Specialist
and a Special Care Planner....
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Ezra Escudero
Business Phone: (614) 790-9815
E-mail address: eescudero@financialguide.com
Ezra is an Ohio native who has earned a reputation for
successful leadership in business, government, and community
service. Born in Toledo and raised in Mansfield, Ezra graduated
from The Ohio State University...
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Brian M. Evans
Business Phone: (216) 592-7347
E-mail address: brianmevans@financialguide.com
Brian M. Evans joined Skylight Financial Group and the Michael Carter Group as an associate in 2011. He began his career in the insurance industry at Bankers Life and Casualty Company...
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Timothy C. Farley, Jr.
Business Phone: (216) 592-7333
E-mail address: tfarley@financialguide.com
Tim Farley is a financial advisor with Skylight Financial
Group. He enjoys guiding his clients through the financial
planning process and takes pride in helping them recognize
their current financial position and providing a strategic
roadmap...
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Robert Fichter, LUTCF, CLTC
Business Phone: (614) 790-9803
E-mail address: rfichter@financialguide.com
Assistant: Symphone Circone scircone@financialguide.com
After graduating from the Max M. Fisher College of Business
at The Ohio State University, Rob began his work in the
financial services industry. Rob has an extensive background
in the industry,
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Timothy
Finster
Business Phone: 216-592-7359
E-mail address: tfinster@financialguide.com
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Ryan W. Flynn
Business Phone: (614) 790-9820
E-mail address: rflynn@financialguide.com
Ryan Flynn, a native of Shaker Heights, Ohio, comes to Skylight Financial Group by way of The Max M. Fisher College of Business at The Ohio State University, where he focused his studies on Finance, Risk Management, and Insurance...
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David
E. Foley CLU, ChFC®, CLTC
Business Phone: (937) 399-2900
E-mail address: dfoley@financialguide.com
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Timothy
Foley
Business Phone: (937) 399-2900
E-mail address: tjfoley@financialguide.com
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Robert A. Frantz, CFP®, CLTC,
MBA
Business Phone: (330) 668-2464
E-mail address: rfrantz@financialguide.com
Website: www.frantzfinancialgroup.com
I am dedicated to helping individuals and businesses build
and maintain their financial futures. To stay on top of
my field and develop my professional skills, I regularly...
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Darrell G. Frazier, LUTCF
Business Phone: (614) 790-9808
E-mail address: darrellfrazier@financialguide.com
Darrell started Frazier Financial Group in 1996. His areas of expertise include estate and investment planning, business continuity and retirement planning. “Together with the members of my staff, I have the expertise to help solve...
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Bernard T. Garrah, Jr., ChFC®,
CLU, CFBS, ChSNC
Business Phone: (216) 592-7360
E-mail address: bgarrah@financialguide.com
Assistant: Katie Reed katiereed@financialguide.com
Bernard is a Managing Partner and Co-Founder of the Michael Carter Financial Group. In addition, he is a Special
Care Planner having made a commitment to serve families, businesses and organizations with a focus on their special needs...
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Jonathan L. Goldston, CLTC, Special
Care Planner
Business Phone: (216) 592-7366
E-mail address: jgoldston@financialguide.com
Assistant: Michelle Chomyk mchomyk@financialguide.com
Jonathan Goldston joined the Skylight Financial Group in 2002. He serves as a Financial Advisor and Special
Care Planner. Jonathan’s practice is built around providing comprehensive, dynamic financial planning...
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Craig Grant, CLTC
Business Phone: (614) 790-9807
E-mail address: craiggrant@financialguide.com
Craig B. Grant was born in Columbus, Ohio, grew up in Worthington,
and currently resides with his family in Upper Arlington.
Craig served in the United States Marine Corps Reserves,
prior to attending The Ohio State University...
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Allyse Harrah
Business Phone: (614) 790-9805
E-mail address: aharrah@financialguide.com
Allyse Harrah has lived in Central Ohio her entire life
and recently graduated from Fisher College of Business
at the Ohio State University with a degree in Finance...
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Jefferson Jarrell, CLU, Special
Care Planner
Business Phone: (304) 757-1021
E-mail address: jjarrell@financialguide.com
Assistant: Crystal Jacks-Young cjacksyoung@financialguide.com
After being in the insurance industry since 1989, Jeff
started his own firm, The Jarrell Group in 1999, having
purchased his client base from the property and casualty
agency he was working for...
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James Jump
Business Phone: 216-592-7357
E-mail address: jjump@financialguide.com
Jim Jump joins Skylight Financial Group as a financial
planner and brings with him six years of financial industry
experience. Jim’s focus is to help business owners, executives
and individual investors create a blueprint for a successful
financial future...
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Toby
Kemsuzian
Business Phone: (330) 725-0501
E-mail address: tkemsuzian@financialguide.com
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Randy
H. Klein
Business Phone: (330) 725-0501
E-mail address: randyklein@financialguide.com
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Bryan Kranek
Business Phone: (216) 592-7365
E-mail address: bkranek@financialguide.com
Bryan R. Kranek joined the Michael Carter Group as an associate in 2011. He started his career in the financial services industry in 2007. In addition to special
needs planning, Bryan chooses to focus his practice on comprehensive financial planning...
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David A. Kucharski, ChFC®, CFBS
Business Phone: (216) 592-7367
E-mail address: dkucharski@dormanfarrell.com
David began in the financial services industry after his
graduation from John Carroll University with a degree in
finance in 1998. Before coming to Skylight Financial Group
as the Life and Annuity Specialist in 2001,
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Angela Leister
Business Phone: (614) 790-9818
E-mail address: aleister@financialguide.com
Angela Leister, a native of Marietta, Ohio, comes to Skylight Financial Group after having worked within the banking industry as an Officer and Financial Center Manager. Upon leaving the banking industry at the end of 2010...
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Brian M. Marino, Special
Care Planner
Business Phone: (216) 592-7358
E-mail address: brianmarino@financialguide.com
Brian is a Managing Partner and Co-Founder of the Michael Carter Financial Group. In addition, he is a Special Care Planner having made a commitment to serve families, businesses and organizations with a focus on their special needs...
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Steven Marks
Business Phone: (216) 592-7306
E-mail address: sbmarks@financialguide.com
Steve has worked in the field of finance and investments
for more than twenty years. Before joining Skylight as
a Financial Planner, Steve worked for several large investment
firms in Cleveland as a trader and adviser,
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Timothy Martin
Business Phone: (440) 397-5770
E-mail address: timothymartin@financialguide.com
Tim Martin has over 13 years of experience in the insurance
and financial planning marketplace. His practice focuses
on the family, individual and small business owner...
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Cathie
McGannon, CWS
Business Phone: (330)725-0501
E-mail address: cmcgannon@financialguide.com
Catherine McGannon, CWS, joined Skylight Financial Group as a Financial Advisor in 2010. Catherine brings over 15 years of experience in financial services and wealth management to our clients...
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Ryan P. McKean
Business Phone: (216) 592-7374
E-mail address: rmckean@financialguide.com
Ryan P. McKean is a Financial Advisor with Skylight Financial
Group. He has worked in the financial services industry
since 2004, and is the 2005 recipient of the prestigious
Skylight Financial Group “New Associate of the Year” award.
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James R. McMillan
Business Phone: (216) 592-7312
E-mail address: jrmcmillan@financialguide.com
Assistant: Reilly Sparling rsparling@financialguide.com
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Justin Miller
Business Phone: (614) 790-9800 #129
E-mail address: justinmiller@financialguide.com
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Rebecca S. Murphy, JD*, CLU,
ChFC®, CLTC, CDFA
Business Phone: (440) 243-4600
E-mail address: rsmurphy@financialguide.com
My mission is to impart information sufficient to nurture
my clients through the process of divorce and prepare them
for their financially independent lives.
*Licensed, not practicing on behalf of MassMutual and
its affiliates.
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Eric Noel, CFP®
Business Phone: (614) 790-9814
E-mail address: enoel@financialguide.com
After graduating from The Ohio State University with a
degree in Family Resource Management Eric moved to Atlanta,
Georgia and began work in the financial services industry.
While in Atlanta, Eric had the opportunity to learn under
the guidance...
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Amie L. Palffy, CFP®, ChFC®,
CLTC
Business Phone: (216) 592-7310
E-mail address: apalffy@financialguide.com
Assistant: Mindy Barnett mbarnett@financialguide.com
Amie Palffy, CFP®, CLTC, ChFC® Amie
joined the financial services industry in 2001 and serves
as a financial planner with Skylight Financial Group and
Dorman Farrell...
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Christopher A. Perme, CLTC
Business Phone: (330) 527-9301
E-mail address: cperme@financialguide.com
Website: www.permefinancialgroup.com
Assistant: Melissa Wilde mwilde@financialguide.com
Christopher A. Perme began his career in the Financial
Services Industry in 1989 following his graduation from
Hillsdale College with a degree in Marketing.
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Patrick Porowski
Business Phone: (216) 592-7355
E-mail address: pporowski@financialguide.com
Pat Porowski joined Skylight Financial Group as a Financial
Planner in September
of 2009. He comes to the world of financial services after
spending seven years working as an accountant,
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Yevgenia Probst
Business Phone: 216-592-7345
E-mail address: yprobst@financialguide.com
Yevgenia joined Skylight Financial Group in 2011 as a financial
planner. Prior to Skylight, Yevgenia worked as an auditor
with KMPG, LLP and as a tax professional for H&R Block...
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Keven P. Prather, CFBS
Business Phone: (216) 592-7314
E-mail address: kprather@financialguide.com
Assistant: Cathy Prather cprather@financialguide.com
Keven joined Skylight Financial Group in 2003. He specializes
in serving the complex needs of business owners and high
net worth clients through financial planning and is a Certified
Family Business Specialist (CFBS)...
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Ryan Puckett, CLTC
Business Phone: (614) 790-9812
E-mail address: ryanpuckett@financialguide.com
From 1999 to 2006, Ryan Puckett served his country in the
U.S Air Force. In 2006 Ryan Puckett separated from the
Air Force as one of the top recruiters in the country to
explore a career in financial services.
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Christopher
M. Reinke
Business Phone: (614) 876-7044
E-mail address: creinke@financialguide.com
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Christian Rether
Business Phone: (614) 790-9821
E-mail address: crether@financialguide.com
Christian Rether joined Skylight Financial Group as a Financial
Advisor in 2010. Having worked in financial services since
1999, he brings a wealth of industry experience and knowledge...
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Michael G. Reynolds, LUTCF
Business Phone: (330) 656-2227
E-mail address: mgreynolds@financialguide.com
Mike was born & raised in Ashland, OH, where he graduated
from high school. From there he became a US Marine and
served his country honorably for six years, attaining the
rank of Sergeant in national security positions...
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Scott
P. Rider, CLU, CFBS, AEP
Business Phone: (614) 876-7044
E-mail address: sprider@financialguide.com
Website: www.riderfinancial.com
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Ryan
Rose, ChFC®, CLU, MFE
Business Phone: (330) 725-0501
E-mail address: ryanrose2@financialguide.com
Ryan Rose, Financial Advisor, has over 10 years of experience in the financial services industry. He joined the Dorman Farrell team in 2007 after spending seven years in the commercial credit and lending field...
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Daniel R. Ryder, CFP®
Business Phone: (440) 397-5770
E-mail address: dryder@financialguide.com
Daniel R. Ryder is a CERTIFIED FINANCIAL PLANNER™ Practitioner
with over 30 years of experience in the banking and financial
services industry. After graduating from Cleveland State,
Cum Laude with a degree in Finance...
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Michael Sacher
Business Phone: (614) 790-9801
E-mail address: msacher@financialguide.com
Assistant: Raquel Werkman rwerkman@financialguide.com
Since his graduation from the Max M. Fisher College of
Business at The Ohio State University in 1998, Michael
has committed himself to the financial services industry...
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Amy Scarfpin
Business Phone: (614) 790-9800 #130
E-mail address: ascarfpin@financialguide.com
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Charles E. Schotzinger, CLU,
ChFC®
Business Phone: (330) 836-1517
E-mail address: cschotzinger@financialguide.com
Chuck has spent his entire career offering investments,
insurance and related financial services to both individual
and corporate clients...
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Scott M. Schramm
Business Phone: (614) 790-9800 #125
E-mail address: sschramm@financialguide.com
Scott Schramm joins Skylight Financial Group as a Financial Planner. Prior to Skylight, Scott worked in accounting and finance with Ford Motor Company and most recently, worked in sales before making the transition back into financial services...
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Douglas W. Sockman, CFP®, ChFC®,
CLU
Business Phone: (216) 592-7316
E-mail address: dsockman@financialguide.com
Assistant: Crystal Reed creed@financialguide.com
Douglas Sockman is a financial advisor and serves on the
Advanced Planning Team
and Advisory Board for Skylight Financial Group in Cleveland.
He is a graduate of
Ohio University...
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Devorah Steinberg
Business Phone: (614) 790-9800 #122
E-mail address: dsteinberg@financialguide.com
Devorah Steinberg comes to Skylight Financial Group from
California, where she was involved in organization and
management of Jewish not-for-profits...
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Shaun Stiles
Business Phone: (614) 790-9816
E-mail address: sstiles@financialguide.com
Shaun graduated from The Ohio State University in 2007
with a Bachelor of Science degree in Family Resource Management
with a specialization in Personal Finance...
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Whitney P. Stricklin, CFP®, LUTCF
Business Phone: (304) 757-1021
E-mail address: wstricklin@financialguide.com
Whitney started in the industry with a local branch of
a large national firm, and joined The Jarrell Group to
develop a more personal relationship with clientele...
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Peter Szklarz
Business Phone: (330) 725-0501
E-mail address: pszklarz@financialguide.com
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Steven V. Thompson, MSFS, ChSNC, BCAA, CAS, CFS, Special Care Planner
Business Phone: (216) 592-7346
E-mail address: svthompson@financialguide.com
Steve is a Managing Partner and Co-Founder of the Michael
Carter Financial Group. In addition, he is a Special
Care Planner having made a commitment to serve people with
disabilities and their families...
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Jeffrey D. Truelson, Ohio Public Notary
Business Phone: (216) 592-7339
E-mail address: jtruelson@financialguide.com
Jeffrey Truelson, a native of Olmsted Falls, Ohio, comes to Skylight Financial Group with a strong background in business and finance. Having most recently worked in the retail banking industry for the past five years...
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Kenneth J. Vinikoff, Special
Care Planner
Business Phone: (216) 592-7340
E-mail address: kvinikoff@financialguide.com
Ken is a Managing Partner and Co-Founder of the Michael
Carter Financial Group. As a Special
Care Planner, Ken
has made a commitment to deliver solutions to families,
businesses and organizations with a focus on their special
needs...
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Marcus B. Williams, MBA
Business Phone: (216) 592-7330
E-mail address: mbwilliams@financialguide.com
Bart Williams joined Skylight Financial Group in 2005,
following 17 years in corporate banking in the profit analysis
and corporate cash management groups...
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Mark Wolf
Business Phone: (614) 790-9819
E-mail address: mwolf@financialguide.com
Mark Wolf comes to Skylight Financial Group with extensive
experience in small business and construction industries.
Prior to Skylight, Mark worked for Prudential, specializing
in group benefits...
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Jeffrey M. Zemito, LUTCF
Business Phone: (216) 592-7325
E-mail address: jzemito@financialguide.com
Website: www.jeffzemito.com
Assistant: Amy Ryan aryan@financialguide.com
Jeff Zemito began his career in the Financial Services
Industry in 1997. With a focus in the investment arena,
he assists his clients in addressing problems...
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