Tom joined Skylight Financial Group in 2018 with a passion for providing business owners and individuals with comprehensive financial planning solutions and putting those clients’ needs first.
In Tom’s practice, he works with business owners and individuals to provide personalized plans that are designed to provide effective, long term solutions. Tom’s desire is to be known as his clients’ “financial GPS,” guiding them on a long-term journey to financial freedom.
Tom has a bachelor’s degree from the University of Cincinnati, is a graduate of the GE financial management program, and a business program at Thunderbird International Business School. He has a vast amount of business & financial experience operating and servicing small, medium, and large enterprises that spans 25+ years in both domestic and international roles. From start-ups to mature organizations, Tom has driven execution of successful strategies for individuals and businesses.
Thomas Gottlieb 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.