Join us in welcoming our newest additions to the Skylight family. Get to know them down below! David Freno, Financial Professional, Cleveland Where are you from? I was born and raised on the east side of Cleveland and now live in Cleveland Heights. I spent several years after college in Philadelphia and considered it a […]
It is that time of year again for the annual Rowing to Remember event hosted by Chris Heerdegen, Skylight Financial Planner. Chris has participated in the Alzheimer’s Association “Longest Day” campaign for the past two years. On the longest day of the year this event brings brightness into the lives of those affected by the […]
Join us in welcoming our newest additions to the Skylight family. Get to know Dan and Maddy below! Daniel Dukart, Financial Professional, Dublin Where are you from? I grew up in Cincinnati, then traveled up I-71 to attend Ohio State University. I fell in love with Columbus – and a girl named Carly – and […]
Something about the air feeling warmer, flowers starting to bloom, and birds chirping in the spring brings a sense of a fresh start into our lives. This is usually the time when people reorganize their closets and garages or get their gardens ready, but have you ever thought about getting your finances in order as […]
Financial planning for a child with special needs can be overwhelming, but with the right help and financial preparation early on, you can make a big difference for you and your child’s future. With 10+ years of experience, Skylight Financial Planner and Director of Development Katy Bryan has worked with Skylight’s team of SpecialCare Planners […]
At Skylight Financial Group, we are fortunate to have incredible leadership to motivate us to be our best selves. We sat down with Chief Operating Officer Trisha Rutherford to better understand her leadership style and how she got to where she is today, in part due to the people and experiences she has encountered throughout […]
This month we are introducing a familiar face to our team! Please join us in officially welcoming Davis McNichol. Davis McNichol, Financial Planner, Cincinnati Why did you choose to work at Skylight? My dad has been a financial advisor for almost 40 years. I’ve been learning the business my whole life – including working with […]
The past year has been full of challenges to overcome, both in and out of the workplace. Skylight was fortunate enough to be flexible for the firm’s stability and well-being during the height of the pandemic and continued to keep the culture strong by staying connected virtually. For that, we thank our extraordinary leadership: Managing […]
Skylight Financial Group’s Advanced Sales Specialist, Bruce DeBoer, is involved at Skylight in more ways than one. Through his 48 years in the financial services industry, he has found a love for multiple aspects of the career. Bruce was raised in Grand Rapids, Michigan, by his father, a truck driver, and his mother, who migrated […]
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 […]