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Support Team
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Joanne Dryja
Technology Specialist
Phone: 216-592-7370
E-mail: jdryja@financialguide.com
Joanne Dryja is the Technology Specialist for Skylight Financial Group. Her functions include resolving day to day technology dilemmas, the configuration of new computers, and providing technical expertise, training, and advice as needed. Prior to joining Skylight Financial Group, Joanne worked for Stautzenberger College in the role of IT Helpdesk Associate and Graphic and Web Designer. Joanne is a graduate of The University of Advancing Computer Technology where she earned her Bachelor of Arts degree in Multimedia with a focus in Digital Design and Video Production. She has been with Skylight Financial Group since June 2012.
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Sara Dziegielewski
Planner Development Coordinator
Phone: 216-592-7369
E-mail: sdziegielewski@financialguide.com
Sara Dziegielewski is the Planner Development Coordinator at Skylight Financial Group. She provides the inputs and analysis to planners for their financial planning clients and assists them with their strategies. She also maintains the recruit database and contracting process for new planners. Sara is a graduate of Ohio University with a Bachelor of Science in Health and minors in Business and Communication Studies. At OU, Sara was a member of the Ohio University Consulting Group and the Equestrian Team.
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Brenda James
Manager, New Business
Phone: 216-592-7321
E-mail: bjames@financialguide.com
Brenda is the Senior Case Manager. Brenda is in charge of daily
operations of the new business department. She processes new
business applications for Life, LTC and DI for the firm's Elite
Services Group. She also provides New Business training to new
producers and their assistants. Brenda joined the agency in 1987
and has spent the majority of those years in the New Business
Department, although during her tenure, she has performed various
functions throughout the firm.
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Kathleen Lavelle
Financial Coordinator
Phone: 216-592-7354
E-mail: klavelle@financialguide.com
Kathleen Lavelle is the Financial Coordinator for Skylight Financial
Group. She assists CFO, Pam Smith, and Advanced Sales and Education
Manager, Erin Stidham, in daily accounting and financial planning
tasks. She previously worked for Sherwin-Williams in the accounting
department, fixed assets and accounts payable. Kathleen is a
graduate of Cleveland State University with a Bachelor of Business
Administration Degree in Accounting. She joined the Skylight
support team in 2011.
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Allison Lipinski
Coordinator, Marketing & Design
Phone: 216-592-7302
E-mail: alipinski@financialguide.com
Allison is the firm's Marketing and Design Coordinator. She develops
marketing strategies with Dan Brennan, Chief Marketing Officer,
and assists planners with the implementation of their marketing
plans, advertising and design needs. Allison has a Bachelor of
Arts Degree in Philosophy and Religion, and Political Science
from Colgate University, where she was a member of the women's
basketball team. She joined Skylight in June 2008.
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Carol Lock
Coordinator, New Business
Phone: 216-592-7343
E-mail: clock@financialguide.com
Carol is a Case Manager. Her functions include processing new
business applications (Life, DI, LTC) for planners and brokers.
Over the years, she has performed various functions throughout
the firm. Carol has been with Skylight Financial Group since
the merger of Massachusetts Mutual Life Insurance Company (MassMutual) and Connecticut Mutual bringing her
total years of service to the firm to over 24 years.
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Jennifer Radin
Executive Team Director
Phone: 216-592-7320
E-mail: jradin@financialguide.com
Jennifer is the executive team director and supports the senior management team of Paul Fox, Howard Klebanow, Dan Brennan and Pam Smith. She handles the scheduling of all of their calendars and manages various projects and executive tasks. Additionally, Jennifer oversees Skylight company events and is the firm's primary contact for office facility questions and issues. Jennifer has been with Skylight Financial Group since January, 2005.
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Caitlin Rice
Agency Compliance Coordinator
Phone: 216-592-7368
E-mail: crice@financialguide.com
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Erin Stidham
Manager, Advanced Sales & Education
Phone: 216-592-7337
E-mail: estidham@financialguide.com
Erin began her career at Skylight Financial Group in October 2002. In her role as Director of Advanced Sales and Planner Development she works closely with our sales managers in creating development plans for our planners, sales assistants and support staff. In addition, Erin manages our financial planning, contracting and training departments. Erin currently holds a FINRA Series 7 registration.
Erin Stidham is a registered representative of and offers securities
through MML Investors Services, LLC Member SIPC.
Supervisory office: 1660 West 2nd Street, Suite 850, Cleveland
OH 44113 216-621-5680 |
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Jill Taplin
Coordinator, Brokerage & New Business
Phone: 216-592-7301
E-mail: jtaplin@financialguide.com
Jill is a Case Manager. She processes new business applications
for Life, LTC and DI. She also provides New Business training
to new producers and serves as the backup for Financial Planning.
Jill joined Skylight Financial Group in June 2008.
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Stephanie Taylor
Marketing Coordinator
Phone: 216-592-7348
E-mail: stephanietaylor2@financialguide.com
Stephanie Taylor is the firm's Marketing Coordinator, focusing
specifically on Skylight's Intern Program and working closely
with the Sales Managers on college recruiting efforts. Additionally,
Stephanie assists with various marketing department projects,
including cross-sell campaigns and relationship marketing. Stephanie
is a graduate of Bowling Green State University with a Bachelor
of Arts degree in Interpersonal Communication with a focus in
Psychology. At BG, Stephanie was a member of Chi Omega sorority
and the PanHellenic Executive Council.
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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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