Our Team

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

Financial Planner
Financial Services Executive

Investment Advisor Representative

Rod Skaf is an experienced and credentialed financial planner.  Since 1996, Rod has been a reliable strategist for his client's life-long planning and lasting legacy.    He values his clients and see them as his true employer.  He has a Masters of Business Administration and a Masters of Science in Financial Services degrees as well a Bachelor of Science in Civil Engineering degree.  Rod also has the Chartered Financial Consultant, Accredited Estate Planner, Chartered Life Underwriter, Chartered Advisor for Senior Living designations and is a CERTIFIED FINANCIAL PLANNER™ Professional.   

Rod is a Million Dollar Round Table Life Member, achieving Top of the Table in 2018, 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 is a life-long learner and is passionate about education. Rod immigrated to the United States in 1988 from Syria, seeking a better life for his family.  When not meeting with clients or studying, Rod enjoys ping pong, traveling and visiting his children and  grandchildren. 

 

State of Domicile Ohio 

CA License 0C25788


Wayne Niles

Financial Planner

Phone: (614) 408-1821
 
Wayne has over 20 years of experience in the financial services industry.  He graduated from The Syracuse University Whitman School of Management.  His specialty and focus is working with family business owners and executives using a comprehensive, integrated financial planning process.  In his free time, Wayne enjoys family time, golfing, boating, and skiing.  Wayne also embraces the title of Dance-Dad to his two daughters.  
 

 

Colleen Dotson

Business Manager

Phone: (614) 726-3726
 
Colleen has been in the financial services industry since 2000 and joined SKAFCO in 2011.  She has earned the Series 6, 7 and Ohio Life & Health Licenses.  Additionally, she has a Masters of Business Administration degree from Baldwin Wallace College and a Bachelor of Arts degree from Bowling Green State University.  She has completed the necessary prerequisite coursework through The American College to be eligible to sit for the Certified Financial Planner board exam. Colleen manages the operations and business development of the firm and is responsible for establishing and executing the firm's investment strategies.  When not in the office, she enjoys spending time with her husband and two young children, running, and reading.
 
 

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.