Who We Are

At Skylight Financial Group, our vision for what financial planning should look like is new, exciting and personal.  Everything we do is about you.  By making it personal, our financial planning process firmly focuses on what matters to you, your family or your business and helps you achieve the life you deserve.

Located in Cleveland, and with district offices in Columbus, Cincinnati and Toledo, Skylight Financial Group provides personal financial planning and has a team of specialists that serves the special needs, business and LGBT communities.

Commitment to our Community

We are committed to making a difference in people’s lives and leaving a positive impact on the communities we serve. Our agency supports various causes, including arts and culture, sports, business, special needs and the LGBT community. Our financial professionals also work to enrich their communities by volunteering at a diverse range of non-profit and charitable organizations.

LGBT

Skylight Financial Group

Paul A. Fox

David Branham

Chris Zehnal

Trisha Rutherford

Kathy Barnes

The Leadership Team at Skylight Financial Group, composed of the President and CEO, Chief Financial Officer, and Chief Operating Officer, is responsible for setting strategic direction, overseeing operational efficiency, and ensuring financial stability. They drive the company's vision of personalized financial planning, foster community engagement, and support initiatives that reflect Skylight's commitment to making a positive societal impact.

Leadership Team

Financial Planners

Financial Services Team

Operations Team

Leadership Team

About

Team members

Other teams at Skylight Financial Group

Financial Planners

Financial Services Team

Operations Team