Steve is a Managing Partner and Co-Founder of the Special Needs Planning Team at Skylight Financial Group. In addition, he is a ChSNC, having made a commitment to serve people with Special Needs and their families. Steve's objective is to help clients reach their financial goals using comprehensive, integrated financial planning.
Steve also serves as the Investment Specialist for Skylight Financial Group with over 20 years of experience in the investment arena. Steve is a graduate of Miami University with a Bachelor’s of Science in Finance degree.
Steve also holds a Master's of Science in Financial Services, MSFS, from the Institute of Business and Finance. Steve holds the following FINRA registrations: FINRA Series 7 (General Securities Representative),FINRA Series 24 (General Securities Principal); FINRA Series 53 (Municipal Securities Principal) andFINRA Series 4 (Registered Options Principal).
He has also earned the Board Certified in Asset Allocation (BCAA), Certified Annuity Specialist (CAS), and Certified Fund Specialist (CFS) designation. He frequently lectures at conferences around the country about Special Needs Financial Planning. These conferences include the World Congress on Disabilities (WCD) Expo in Jacksonville, FL and the Massachusetts Mutual Life Insurance Company Academy in Phoenix, AZ and Baltimore, MD.
Steven Thompson is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC Member SIPC. 2012 W. 25th Street, Suite 900, Cleveland OH 44113. 216-621-5680.
Steve has served as Chairman of the Board for Easter Seals Northern Ohio chapter and serves on the Board of Directors with Care for Others and Tiger Prep. He has volunteered with numerous nonprofit organizations, including Fieldstone Farms, LEAP and Twins Days. He serves as President of the Skylight Foundation. Steve resides in Chagrin Falls with his family.