Our Team

ROD I. SKAF
MBA, MSFS, AEP, CFP, ChFC, CASL, CLU

Senior Financial Planner
Financial Services Executive

Investment Advisor Representative

Rod Skaf is an experienced and credentialed financial planner.  He is a graduate of Otterbein University and The American College with two Master's degrees in business and finance.  Rod has nearly 20 years of experience in the financial services industry. 

Rod is a CERTIFIED FINANCIAL PLANNERTM, professional, and has earned the Chartered Financial Consultant (ChFC), Chartered Advisor For Senior Living (CASL), Charted Life Underwriter (CLU) and Accredited Estate Planner (AEP) designations. 

Rod had earned MetLife's Chairman's Council level of recognition, the highest level of honor given to a select set of top producers, specifically those who exemplify the highest standards of personal integrity and professionalism across the company.  He has attained Chairman's Council eight out of the last twelve years.  In 2012, Rod received the prestigious Award For Excellence in recognition of his 2011 production level, which placed Rod at 11th out of nearly 7,000 Financial Services Representatives.

In 2016, Rod was inducted into MetLife's Hall of Fame.  The Hall of Fame was founded in 1977 to pay tribute to the company's top financial services representatives. Since then, less than 1 percent of financial services representatives have achieved this level of recognition. Hall of Fame members have represented MetLife with pride and professionalism, distinguished themselves as true leaders in sales and service, and earned their clients' trust and appreciation throughout their careers.    

Rod is a Million Dollar Round Table Life Member, achieving Top of the Table in 2011, and is also a member of the following organizations:
 
  • National Association Estate Planning Counsel Member (NAEPC)
  • National Association of Insurance & Financial Advisor Member (NAIFA)
  • Society of Financial Services Professional Member (SFSP)
  • Financial Planning Association Member (FPA)
  • Dublin, OH Chamber of Commerce

 

Rod In The News

Rod I. Skaf Inducted into MetLife's Hall of Fame

Rod I. Skaf Attains CFP Designation

Rod I. Skaf Qualifies for Prestigious Top of the Table of the Million Dollar Round Table

 


 

Colleen Dotson

Marketing Support Specialist

Phone: (614) 726-3726
 
Colleen joined my team in 2011 as a Marketing Support Specialist.  She has earned the Series 6, 7 and Ohio Life & Health Licenses.  Additionally, she has a Master of Business Administration degree from Baldwin Wallace College and a Bachelor of Arts degree from Bowling Green State University.  Colleen manages the operations and business development of our firm.  She is a candidate for the Certified Financial Planner board exam, having completed the necessary prerequesite coursework.
 
 

Kerry O'Brien

Financial Planner

Phone: (617) 834-0437
 
Kerry is a graduate of Providence College in Rhode Island, is a Certified Financial Planner certificant, and maintains the Life, Health and Accident license as well as the Series 7 registration.  Kerry started her career in 2006, and after 10 years of consulting and educating professional advisors on comprehensive financial planning strategies, Kerry is excited to now offer this expertise to personally serve individuals, families and small business owners.  Kerry serves on the Board of Directors for the Boston Chapter of the Society of Financial Services Professionals, where she develops the educational programming for members in Boston, a group of professionals with experience, knowledge, and a strong commitment to ethical business practices.
 

Moustafa Wardeh

Financial Services Representative

Phone: (614) 726-3726
 
Moustafa has a bachelor’s as well as a master’s degree in Civil Engineering.  He worked for CDM Smith for 17 years managing many large scale projects in Detroit as well as overseas. During his tenure with CDM Smith he oversaw budgeting, future planning, risk assessment, staffing, and extensive data analysis.  He is excited to parlay his executive business experience into personal financial management.  Moustafa has the Life, Accident & Health license and the  Series 7 and 66 registrations.
 

External Resources:

I work with a few elite CPA's & attorneys for clients with a high net-worth estate, where creative solutions are prudent.  Included with this team are estate attorneys, tax & legal experts, and a banking team that can help create exit strategies for businesses,  i.e., ESOP, 412i, 409A, & installment sales.

I also work with consultants in business consolidation, appraisal, divorce, etc., as well as with real estate, valuation, and mortgage experts.