1660 West 2nd Street
Suite 850
Cleveland OH 44113
Phone: 216-621-5680
Toll Free: 800-680-0429
Fax: 216-621-1096 |
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Associates
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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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David W. Boyle, MBA, CFP®, CLU, ChFC, CASL, LUTCF
Business Phone: (216) 592-7347
E-mail address: davidboyle@financialguide.com
Dave Boyle is a financial planner with over 25 years of experience. He emphasizes helping clients accumulate money for and structure receipt of income during retirement.
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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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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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William
W. Crozier, Jr., CLTC
Business Phone: (216) 592-7364
E-mail address: wcrozier@financialguide.com
William W. Crozier, Jr., CLTC is a financial planner with Skylight Financial Group. He has over two decades of experience in the financial planning industry, having previously worked at Prudential, Royalton Financial Group and MetLIfe.
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Timothy C. Farley, Jr.,ChFC, CLU, ChSNC
Business Phone: (216) 592-7333
E-mail address: tfarley@financialguide.com
Tim Farley is a financial advisor with Skylight Financial Group. He focuses his practice on the financial planning process and helps clients identify goals...
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Timothy
Finster
Brokerage Director
Business Phone: 216-592-7359
E-mail address: tfinster@massmutualbrokerage.com
Tim started in the financial services industry after graduating from Wright State University. After 3 years of staff and administrative roles...
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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
Assistant: Sara DeLuca sdeluca@financialguide.com
Bernard is a member of the Skylight Financial Group Special Needs Planning Team, serving families, businesses and organizations with a focus on their special needs.
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Jonathan L. Goldston, 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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John Gross
Business Phone: (216) 592-7350
E-mail address: johngross@financialguide.com
John Gross is a financial planner with Skylight Financial Group. He graduated from the University of Akron, where he majored in Corporate Finance and Personal Finance, and minored in Applied Mathematics.
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Daniel C. Hawk
Business Phone: 216-592-7328
E-mail address: dhawk@financialguide.com
Daniel Hawk is a financial planner with Skylight Financial Group. His background, experience, and commitment to the financial services industry provides his clients with the resources necessary to help make sound financial decisions and secure a financial future that inspires confidence.
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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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Bryan Kranek
Business Phone: (216) 592-7365
E-mail address: bkranek@financialguide.com
Bryan R. Kranek joined Skylight Financial Group in 2010 and is an associate of the Special Needs Planning Team as a Special Care Planner. He started his career in the financial services industry in 2007.
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Brian M. Marino
Business Phone: (216) 592-7358
E-mail address: brianmarino@financialguide.com
Assistant: Shannon English senglish@financialguide.com
Brian has been in the Financial Services Industry since 1998, and joined Skylight Financial Group in 2006. He made the decision to transition his existing practice to Skylight in order to help provide more comprehensive planning solutions for his clients.
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Ryan P. McKean, Special Care Planner
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. Ryan has been recognized with the 2012 Rising Leader Award and was a 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
James R. McMillan, Financial Planner, joined Skylight Financial Group in 2002 after a successful 23-year career with Sohio/BP.
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Scott Mougey
Business Phone: (216) 592-7317
E-mail address: smougey@financialguide.com
Scott Mougey is a financial planner for Skylight Financial Group. His combination of 35 plus years of sales experience, professionalism and access to a wide variety of products and services can help you address your financial goals...
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Amie L. Palffy, CFP®, ChFC®,
CLTC
Business Phone: (216) 592-7310
E-mail address: apalffy@financialguide.com
Assistant: Mindy Barnett mindybarnett@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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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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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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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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Jerelyn L. Snider, CLTC
Business Phone: (216) 592-7376
E-mail address: jerelynsnider@financialguide.com
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Douglas W. Sockman, CFP®, ChFC®,
CLU
Business Phone: (216) 592-7316
E-mail address: dsockman@financialguide.com
Assistant: Rebecca Huston rhuston@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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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 Special Needs Planning Team at Skylight Financial Group. In addition, he is a ChSNC, having made a commitment to serve people with Special Needs 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 Co-Founder of the Skylight Special Needs Planning Team. 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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Nathan B. Wilmot, CFP, ChFC, CLU
Business Phone: (216) 592-7336
E-mail address: nwilmot@financialguide.com
Nathan Wilmot is a financial planner with Skylight Financial Group. Having been in the business since 2004, his industry experience and broad knowledge of insurance, investment products, and financial planning services, gives his clients the confidence they need when working with a financial services representative.
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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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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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