Our story begins in Akron, Ohio. The year is 1992, high school junior Jeb Stephen and sophomore Brent Affolter have just met for the first time. Over the next 29 years, the duo would continue to grow individually, professionally, and in their friendship, which eventually led to their partnership at Skylight running their own financial […]
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 […]
The COVID-19 pandemic has changed most aspects of life as we know it. We currently still can’t be around people like we used to, can’t travel like we would like to, and can’t participate in fun activities like concerts, shows and parties as they have all been canceled or postponed. Seminars, networking, and client appreciation […]
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 […]
The COVID-19 pandemic has forced many industries to pivot the way business is usually run. Just like everyone else, financial professionals had to work fast on their feet to provide their clients with the same quality of service and connection in a different environment over the past year: virtual. We sat down with Skylight Financial […]