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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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J.D. Archer
Business Phone: (614) 790-9807
E-mail address: jarcher@financialguide.com
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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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Kenneth Bickle
Business Phone: (614) 790-9800 x 130
E-mail address: kbickle@financialguide.com
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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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Drew Brenner
Business Phone: (614) 790-9800
E-mail address: drewbrenner@financialguide.com
Drew Brenner is a financial planner with Skylight Financial Group. Prior to joining Skylight, Drew served in the US Air Force Reserves since 2009, and has been decorated with multiple leadership awards for his service.
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Thomas J. Brennan
District Manager
Business Phone: (419) 885-0011 x2100
Mobile 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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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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Jake Calvert
Business Phone: (614) 790-790-9800 x 137
E-mail address: jakecalvert@financialguide.com
Jake Calvert is a financial planner with Skylight Financial Group. He graduated from The Ohio State University with a bachelor's degree in Family Resource Management and majored in Financial Planning.
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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 x124
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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Trisha Church
Business Phone: (937) 399-2900
E-mail address: trishachurch@financialguide.com
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Gene Craciun, AIF®, CFBS
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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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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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, CLU, CFBS
Business Phone: (330) 725-0501
E-mail address: mdorman@dsfinancialadvice.com
Website: www.dormanfarrell.com
Assistant: Edith Pearcy epearcy@dormanfarrell.com
Mark founded Dorman Sciulli Advisors in 1997. Since its inception, his leadership and vision have led the firm on a positive path for the last 15 years.
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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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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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Robert Fichter, LUTCF, CLTC
Business Phone: (614) 790-9803
E-mail address: rfichter@financialguide.com
Assistant: Symphony 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
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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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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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: Sarah 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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Jefferson Jarrell, CLU, AEP®, ChFC, Special
Care Planner
Business Phone: (304) 397-6517
E-mail address: jjarrell@financialguide.com
Assistant: Kimberly Doyle-Eberhard kdoyleeberhard@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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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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Toby
Kemsuzian
Business Phone: (330) 725-0501
E-mail address: tkemsuzian@financialguide.com
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David Kimpan
District Manager
Business Phone: (937) 433-2800 Ext. 1100
E-mail address: dkimpan@financialguide.com
David Kimpan is a district manager with Skylight Financial Group. After working in sales of high-end luxury goods, David entered the financial services industry...
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Randy
H. Klein
Business Phone: (330) 725-0501
E-mail address: randyklein@financialguide.com
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Bryan Kranek, Special Care Planner
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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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
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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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, 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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Micheal Miller
Business Phone: (937) 433-2800 x 1101
E-mail address: michealmiller@financialguide.com
Micheal Miller is a financial planner with Skylight Financial Group. He prides himself on truly caring about his clients and strives to form lasting relationships with each of them - while providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.
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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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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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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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Christopher A. Perme, CLTC
Business Phone: (330) 527-9301
E-mail address: cperme@financialguide.com
Assistant: Michelle Rios michellerios@financialguide.com
Website: www.permefinancialgroup.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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Michael Piechowiak
Business Phone: (330) 725-0501
E-mail address: mpiechowiak@financialguide.com
Mike Piechowiak joined Skylight Financial Group in 2012. He comes to the world of financial services after spending eight years in the PEO industry with a focus on group and individual benefit consulting...
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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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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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Michael G. Reynolds, LUTCF
Business Phone: (419) 207-0314
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 Sciulli 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
Sales Manager
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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Jack Seibert
Business Phone: (419) 885-0011 x 1003
E-mail address: jseibert@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 x125
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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Joel Smith
Managing Associate
Business Phone: (419) 885-0011 Ext. 1002
E-mail address: joelsmith@financialguide.com
Joel joined Skylight Financial Group in 2012, following three years as a financial advisor with Brennan Financial Group. Prior to working as a financial advisor, he was a Claims Team Leader for Progressive Insurance in Cincinnati, Ohio and Perrysburg, Ohio...
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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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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) 397-6517
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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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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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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Todd D. Williams, CRPC
Business Phone: (330) 591-4589
E-mail address: twilliams@dsfinancialadvice.com
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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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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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