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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

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...

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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...

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