Robert Schaefer AIF®
Robert joined Skylight Financial Group in 2017 where he serves as an Investor Adviser Representative. He has built his practice around developing sustainable retirement income for clients. His goal is to help clients meet their investment objectives through a disciplined financial planning process including developing a plan, implementation of that personalized plan, and ongoing monitoring.
Prior to Joining Skylight Financial Group, Rob’s dedication to the financial services industry led to numerous successes, including winning the honor of top GDC growth 2 years in a row (2014, 2015). Additionally, Rob received two Leaders awards (2014, 2015) and one MetLife Platinum level award (2016). He has successfully navigated his practice from its start through the “Great Recession” to present. Rob began his career in Cincinnati at Merrill Lynch in 2003. He has over 13 years of investment experience.
Rob graduated from The Ohio State University with a bachelor of science in Financial Management and a minor in Economics. He resides in his hometown of Dayton, OH with his wife Elizabeth and their four children.
Robert Schaefer is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC OSJ: 3825 Edwards Road, Suite 210, Cincinnati, OH 45209. 513.579.8555.