Author: Makenzie Lee

Coop’s Corner Episode 2: Penny Vs. Dollar Work

As you continue to expand your practice, do you find yourself spending more and more time in less profitable, administrative activities? In this episode, Charles Cooper discusses the firm’s approach to penny work vs. dollar work and how our infrastructure is designed to allow you to spend the preponderance of your time – every day, […]

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Bob Elrod Celebrates 25 Years of Dedication in the Financial Services Industry

Bob Elrod may have not taken the most typical route to becoming a financial advisor, but he sure has created a successful career in the industry. We are excited to celebrate his 25 years with Massachusetts Mutual Life Insurance Company (MassMutual) and grateful to have him on the Skylight Financial Group Team! We sat down […]

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Introducing Coop’s Corner | Episode 1: Be First or Be Different

Welcome to the very first episode of Coop’s Corner, a monthly video series focused on key topics and challenges of the financial services industry, presented by Skylight Financial Group. Each month, we sit down with Associate Managing Partner Charles Cooper (or “Coop,” as you will soon come to know him) to address common industry pains […]

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The Skylight Showcase: New Hires of September 2020

Introducing the five newest professionals on the Skylight team: John Goodson, Todd Kozlowski, Philip Lago, and Jeffrey Meeks! Get to know them below. John “JT” Goodson, Financial Advisor, Cleveland Why did you choose to work at Skylight? Right from my first interview I noticed something different about Skylight.  The sense of community and cohesion I […]

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Calling All Motorcycle Enthusiasts: The Skylight Financial Group Endurance Cup

Motorcycle enthusiasts rallied together in Circleville, OH on Saturday, September 5th to compete in the inaugural Skylight Financial Group Endurance Cup, presented by OMRL. Per their website, The Ohio Mini Roadracing League (OMRL) is an organization that “offers a fun, family-friendly atmosphere for low-cost motorcycle roadracing competition.” Skylight Financial Planner Toby Kemsuzian, who led the […]

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A Summer with Skylight: Reflections from Our 2020 Interns

Last week, we said goodbye to the five aspiring business professionals who participated in our summer internship program. Before they left, we asked them to reflect on their time here and let us know what this summer meant to them—check out their responses below. Kyle Shuki, Miami University This summer, Skylight has provided me with […]

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