Financial Planner Charles “Coop” Cooper, CLU®, LUTCF®, a member of the Million Dollar Round Table (MDRT), recently became a Top of the Table qualifier. As an international membership association of financial professionals founded in the US, the MDRT recognizes the Top of the Table qualification as a mark of excellence reserved for some of the […]
Skylight Financial Planner Chris Heerdegen is once again setting out to make waves in the fight against Alzheimer’s Disease with his 6th annual Rowing to Remember fundraiser. This inspiring event, scheduled for Friday, June 21st at Forest View Lanes Recreation Bar & Grill, will see Chris rowing from 6 am to 10 pm, aiming to […]
Financial Planner Charles “Coop” Cooper, CLU®, LUTCF®, a member of the Million Dollar Round Table (MDRT), recently became a Court of the Table qualifier. As an international membership association of financial professionals founded in the US, the MDRT recognizes the Court of the Table qualification as a mark of excellence reserved for some of the […]
At Skylight, our culture isn’t just what we say, it’s what we stand for and what makes us who we are. We know that our greatest asset is each other. We work together, celebrate together, serve our clients together – and we welcome together. In October and November, we were excited to welcome Dylan Mason, […]
On Thursday, October 12th, Skylight Financial Group’s Toledo office celebrated its 7th Annual Silent Auction, a heartwarming event that brings together associates, local small businesses, and corporate sponsors in support of The Victory Center. Last year, the event successfully raised funds for this exceptional organization, and this year, Skylight Financial Group Toledo continued its commitment […]
At Skylight, our culture isn’t just what we say, it’s what we stand for and what makes us who we are. We know that our greatest asset is each other. We work together, celebrate together, serve our clients together – and we welcome together. In June, we were excited to welcome Nate Eberly, Ron Maxwell, […]
At Skylight, our culture isn’t just what we say, it’s what we stand for and what makes us who we are. We know that our greatest asset is each other. We work together, celebrate together, serve our clients together – and we welcome together. In May, we were excited to welcome Steve and Dallas to […]
On Mother’s Day (and always), we honor and show appreciation for the loving women who help make us who we are. Mothers can be many things – a first friend, a guiding light, a teacher, a protector, a role model, to name a few. But one thing is certain…no one can take her place. In […]
Her Money Counts is a women’s empowerment initiative launched in response to our female financial planners noticing a disparity in treatment among professional women by the financial industry. When discussing these issues with their female clients, they learned the greatest deterrents to reaching out for financial planning assistance was the failure to be heard, finding […]
Please join us in welcoming the newest members of the Skylight team: Mari and John. Read more about our new hires below! Mari Dykes, Accounting Specialist, Cleveland Where are you from? Cleveland. I have lived here my entire life. I started out as an east-sider and am now a happy west-sider. Why did you choose to […]