Skylight Financial Group
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.
7-day free trial · no credit card
Verified contacts
167
available on Kipplo
LinkedIn employees
196
201 to 500 range
Open roles
—
no listings
Distinct roles
79
indexed titles
Tech stack
2
tools in use
Monthly traffic
761
organic / mo
Sign up free to see all 167 verified contacts at Skylight Financial Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
167 contacts with verified email or phone · masked until revealed.
- SM
Sumi Mathew
Administrative Assistant · General Business & Management
EmailPhone - AD
Ajdin Dropic
Director of Accountability and Financial Planner at Skylight Financial Group · Finance & Accounting
EmailPhone - AS
Annie Schwarz
Director of Operations · Operations
EmailPhone - JS
Jeb Stephen
Principal and Financial Planner · Finance & Accounting
EmailPhone - JI
Jessica Isenhour
Director of Operations- Kessling Financial Team · Other
EmailPhone - LF
Laura Frye
Director of Financial Planning and Insurance Operations · Finance & Accounting
EmailPhone - RP
Ryan Puckett
Partner Financial Planner · Finance & Accounting
EmailPhone - TF
Timothy Finster
Director · General Business & Management
EmailPhone - AG
Amy Graham
Operations & Client Relationship Manager · Operations
EmailPhone
Showing 9 of 167 verified contacts
Top roles at Skylight Financial Group
79 distinct titles indexed · top 10 shown.
- 23financial planner
- 17financial advisor
- 14financial professional
- 10administrative assistant
- 4financial services professional
- 2brokerage director
- 2executive assistant
- 2financial representative
- 2intern
- 2operations coordinator
- +69more titles
Sign up to unlock all 167 contacts at Skylight Financial Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 167 verified contacts at Skylight Financial Group
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.