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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Anthony M. Brant
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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Andrew S. Crowl
Business Phone: (216) 592-7361
E-mail address: acrowl@financialguide.com
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William
W. Crozier, Jr., CLTC
Business Phone: (216) 592-7364
E-mail address: wcrozier@financialguide.com
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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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Timothy
Finster
Business Phone: 216-592-7359
E-mail address: tfinster@financialguide.com
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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 a Financial Advisor and Special Care Planner.
Jonathan’s practice is built around providing comprehensive,
dynamic financial planning...
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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 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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Brian M. Marino, Special
Care Planner
Business Phone: (216) 592-7358
E-mail address: brianmarino@financialguide.com
Brian M. Marino joined the financial services industry
in 1998. He is one of the Managing and Founding Partners
of the Michael Carter Financial Group. In addition, Brian
serves as a Financial Advisor, Sales Manager and Special
Care Planner...
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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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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
James R. McMillan, Sales Manager, joined Skylight Financial
Group in 2002
after a successful 23-year career with Sohio / BP. While
having a varied career in management with BP,
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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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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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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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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
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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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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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