Category: Insights

Skylight Leadership Spotlight: Chief Operating Officer Trisha Rutherford

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 […]

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Overcoming the Obstacles of the Pandemic as a Financial Planner

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 […]

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The Story of Bruce DeBoer: Tennis Coach to Advanced Sales Specialist

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 […]

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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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4 Easy Financial Steps You Can Take in Unprecedented Times to Prepare for the Future

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 […]

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The Skylight Showcase: New Hires of January 2021

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 […]

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