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Product Specialists
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Firm DI and LTC Specialist
Ryan McKean
216-592-7374
E-Mail: 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.
Ryan specifically focuses his practice on the family, individual and business
owner marketplaces. He provides comprehensive financial planning services and
believes in the importance of providing his clients with a complete evaluation
of their current financial situation, as the first step necessary in identifying
and reaching short and long term financial objectives.
Ryan is a graduate of
Bowling Green State University, where he received his bachelor's degree in Business
Administration. He is involved with numerous community groups, including holding
positions as the past treasurer of Lakewood Rockport Kiwanis, a member of the
Society of Financial Service Professionals, and founder and five year member
of the Lakewood Chapter of Business Network International (BNI). Ryan resides
in Westpark, with his wife, Alysia, and their daughter, Maya.
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Firm
Life Insurance Specialist
Patrick Porowski
Phone: 216-592-7355
E-Mail: 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, with a focus
on international tax from 2005-2009. Pat joined SFG because of
the opportunity to interact and engage clients in the planning
process. He enjoys working with the Skylight team and takes pride
in helping his clients recognize their current financial position
and providing strategies to help meet future financial goals. Pat
is a graduate of John Carroll University, where he was a member
of the wrestling and football teams, as well as a member of the
Iota Beta Gamma Fraternity. He holds a bachelors degree in Finance
and Accounting. Pat currently resides in Brooklyn with his wife
Cindy.
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Firm
Investment Specialist
Steven Thompson MSFS, BCAA, CAS, CFS, Special Care Planner
Phone: 216-592-7346
E-mail: svthompson@financialguide.com
Steve is the Investment Specialist for Skylight Financial Group with 17 years of experience in the investment arena. Additionally, he is a Special Care Planner and Partner with the Michael Carter Financial Group, which has a commitment to serve people with special needs and their families. As a member of the Michael Carter Financial Group, Steve's objective is to help clients reach their financial goals, through the use of comprehensive, integrated financial planning.
He is a graduate of Miami University with a Bachelors of Science Finance degree. Steve also holds a Masters of Science in Financial Services, MSFS, from the Institute of Business and Finance.
Steve holds the following FINRA registrations: FINRA Series 24 (General Securities Principal); FINRA Series 53 (Municipal Securities Principal) and FINRA Series 4 (Registered Options Principal).
He has also earned the Board Certified in Asset Allocation (BCAA), Certified Annuity Specialist (CAS) & CFS designation. He has recently spoken at conferences around the country about Special Care Planning. These conferences include the 2009 World Congress on Disabilities (WCD) Expo in Jacksonville, FL and the 2010 MassMutual Academy in Phoenix, AZ and Baltimore, MD.
Steve currently serves as Vice Chairman of the Board of Directors for Easter Seals Northern Ohio chapter and has volunteered with numerous nonprofit organizations, including: Fieldstone Farms-equine therapeutic riding for Special Needs children, Care for Others and Twins Days. Steve resides in Chagrin Falls with his wife, Vanessa and their three children.
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Firm
Annuity Specialist
Jeffrey
Zemito, LUTCF
Phone: 216-592-7325
E-Mail: jzemito@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 and risks associated with taxes,
market fluctuations and varying economic conditions while stressing
the concepts of portfolio diversification, rebalancing and systematic
portfolio review. The resulting plans remain consistent with
his client's tolerance for risk while being designed to help
them attain their financial goals.
In addition to serving on
Skylight Financial Group's management team as the agency Annuity
Specialist, he is also a member of the Advisory Group and Marketing
Steering Committee. Jeff has been an annual qualifying member
of the Million Dollar Round Table (MDRT) since 2002. Most recently,
he received the distinct honor of Skylight Financial Group's
2008 Associate of the Year which is given for tremendous performance
and leadership within the agency and demonstrated excellence
in servicing clients. Jeff has qualified the Million Dollar Round
Table, Court of the Table each year since 2008 and Massachusetts
Mutual Life Insurance Company (MassMutual) Blue Chip Qualifier
(2007, 2008). Jeff has earned multiple industry and company awards
including 2007 and 2008 Agency Annuity Leader, Agency Planner
Growth Award and has earned the advanced industry designation
of LUTCF (Life Underwriter Training Council Fellow) and is a
three time recipient of the NAIFA Quality Award (2009, 2008,
2007). Jeff has had numerous articles published in Smart Business
addressing the importance of asset allocation, diversification
and rebalancing.
Jeff resides in Avon and has served as the leader of the Independence
chapter of The Business Exchange since 2001. He is also an avid
softball enthusiast who coaches and plays on several championship
teams.
"My experience and expertise have allowed me to help
my clients strive to reach their financial goals whether they
are focusing on one particular financial area, such as retirement
planning, or by combining all six key financial areas in our
financial planning process."
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Michael Carter Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
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License | Privacy
Securities, investment advisory and financial planning services through qualified registered representative of MML Investors Services, LLC.
Member SIPC. www.sipc.org. Supervisory Office: 1660 W. 2nd Street, Suite 850 Cleveland, OH 44113. 216.621.5680 CRN201412-167240 |
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