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 […]
Angela Barney is a woman of many talents, as she has developed strong roles in both the farming and financial services industry. Her background and passions have shaped who she is today as director of accountability and financial planner at Skylight. Angie grew up and continues to live in a small town outside of Toledo, […]
The COVID-19 pandemic has shed light on how important it is to plan for the future and the unexpected. Skylight Financial Group Partner and Financial Advisor, Michael Kessling, Jr. has laid out four simple steps everyone can consider, no matter what your financial situation is, to be prepared for difficult times. #1: It is never […]
The Skylight family has already grown by four in 2021! Get to know Susan, Douglas, and Michelle below. Susan Vitas, Investment Operations Assistant, Toledo: What causes or community services do you have a passion for? There are so many great and worthy causes out there that I’ve supported through the years, but most recently my […]
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 […]
This month, we are introducing the latest addition to the team! Please join us in welcoming Tim Foster. Tim Foster, Financial Professional, Cincinnati Why did you choose to work at Skylight? Since high school, I’ve been interested in combining my skills in analytical data with connecting and building relationships. I started exploring opportunities in the financial […]
Let’s face it—the act of creating a budget does not have a reputation of being an exhilarating, picture perfect process. If you have attempted budgeting once or twice, you probably ended up closing an excel spreadsheet out of boredom or kicking yourself after some unforeseen card swipes ruined your plans for the month. The fact […]
Over the last year Skylight’s relationship with the University of Cincinnati (UC) and the Carl H. Lindner College of Business Lindner Career Services has flourished. At the heart of this two-way relationship is a joint commitment to real-life learning, a sharing of valuable information and a desire to help students find out what they are […]
One of the best parts of my job is helping young people and college grads discover our industry (an industry that I’m proud to say I’ve been in for 15 years). It gets me very excited as I can’t think of many other careers that give you the chance to change the lives of people […]
Katy Bryan, Senior Associate, and Financial Planner has recently taken over the reins as Skylight’s Training and Development Manager/Director. Here, Katy talks about her new role and how Skylight’s holistic training and development program will help financial planners to build their career and take their business to the next level. What attracted you to the […]