Broker Check

About Us

Rod I. Skaf

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 various organizations.

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 Insurance License 0C25788

*The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.

Wayne Niles

Financial Planner


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.
CA Insurance License 0G47729
State of Domicile Ohio