NEWS & EVENTS
Skylight's Business Private Client Group Co-Hosts The Galliard Group North Central Regional Meeting
The Business Private Client Group (BPCG) Team at Skylight Financial Group, co-hosted The Galliard Group’s North Center Regional meeting with Galliard founder and CEO, Lise Stewart. The Galliard Group is an international collective of advisors and business owners working to support the success of family-owned and closely-held businesses.
BPCG team members Keven Prather, CFBS, Brian Marino, CFBS and Corbin Blackburn were in attendance and enjoyed meeting this great group of people.
In attendance were a wide range of professionals that included Jeff Ahola, CEO and Mark Ahola, COO owners of Ahola Payroll Corporation, the nation’s oldest family owned payroll and HR service provider, Tina Salminen, CPA Partner from BDO, Jim Dickenson a business and estate planning attorney from the Cavitch Law Firm. Also in attendance was brand new author Stacy Feiner, PsyD who spoke about her new book “Talent Mindset” – The Business Owner’s Guide to Building Bench Strength. Stacy Feiner, PsyD is a licensed psychologist and earned her doctorate in clinical psychology from the Illinois School for Professional Psychology, and MS from Northeastern University and BA from Hobart & William Smith Colleges. Stacy is a coach, author and national speaker. It was great to hear about the contribution her book will make to helping business owners build more successful outcomes for their businesses. The event fostered a unique opportunity in a social setting for attendees to get to know each other better and make great connections where multi-discipline advisors learn about each other’s core competencies and strengths.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC Member SIPC OSJ: 2012 W. 25th St., Ste. 900 Cleveland, OH 44113. 216.621.5680. CRN201504-170573
Back to News Listing
In This Section:
Skylight's Emily Garrett talks about the great work of Cleveland's first urban equestrian program in helping vulnerable youth as we get closer to their first major benefit and fun event