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

Bruce A. Deboer Clu, Chfc

Chris Zehnal

Trisha Rutherford

Kathy Barnes

The Sales Team at Skylight Financial Group is responsible for developing and maintaining client relationships, promoting the firm's financial planning services, and driving revenue growth. They work closely with clients to understand their unique financial needs and provide tailored solutions. The team comprises experienced sales directors who lead strategic initiatives, a registered sales assistant who supports client engagement and administrative tasks, and an advanced sales specialist who handles complex financial planning scenarios.

Sales Team

Financial Planners

Financial Services Team

Operations Team

Sales Team

About

Team members

Other teams at Skylight Financial Group

Financial Planners

Financial Services Team

Operations Team