About
Skylar
Skylar works with busy professionals, business owners, retirees, and multi-generational families to provide comprehensive wealth management services. It all begins with a detailed, individualized financial plan that covers all aspects of financial wellness and is laser focused on the client’s goals. This is used as a guiding light for all advice moving forward. He also collaborates with internal departments to create a wealth management team equipped to best serve each client. These areas focus on tax planning, estate, trust, and wealth transfer planning, charitable gifting strategies, executive compensation, and exit and succession planning. Taking care of the families he works with, and the relationships built along the way, are the most rewarding aspects of his job.
Skylar’s interest in finance started when his grandfather gifted him a few shares of stock when he was a child. He studied economics and finance in college and began his career in the industry in 2010.
Skylar loves spending time with his wife, two children, and dog. He also enjoys playing tennis and soccer, cheering on the Blue and White, and just relaxing by the campfire.
Education and Professional Milestones
-Pennsylvania State University – bachelor’s degree in economics
-Pennsylvania State University – master’s degree in finance
-Yale School of Management – Executive Education
Skylar works with busy professionals, business owners, retirees, and multi-generational families to provide comprehensive wealth management services. It all begins with a detailed, individualized financial plan that covers all aspects of financial wellness and is laser focused on the client’s goals. This is used as a guiding light for all advice moving forward. He also collaborates with internal departments to create a wealth management team equipped to best serve each client. These areas focus on tax planning, estate, trust, and wealth transfer planning, charitable gifting strategies, executive compensation, and exit and succession planning. Taking care of the families he works with, and the relationships built along the way, are the most rewarding aspects of his job.
Skylar’s interest in finance started when his grandfather gifted him a few shares of stock when he was a child. He studied economics and finance in college and began his career in the industry in 2010.
Skylar loves spending time with his wife, two children, and dog. He also enjoys playing tennis and soccer, cheering on the Blue and White, and just relaxing by the campfire.
Education and Professional Milestones
-Pennsylvania State University – bachelor’s degree in economics
-Pennsylvania State University – master’s degree in finance
-Yale School of Management – Executive Education