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 Operations Team at Skylight Financial Group is responsible for ensuring the seamless execution of day-to-day activities that support our financial planning services. This includes managing workflow efficiency, coordinating between departments, and implementing processes that enable our financial advisors to focus on delivering personalized and impactful advice to our clients. Through their efforts, the team ensures that our mission to offer tailored financial solutions and support remains uninterrupted and of the highest quality.

Operations Team

Financial Planners

Financial Services Team

Operations Team

About

Team members

Other teams at Skylight Financial Group

Financial Planners

Financial Services Team