Skyline Financial Group was formed in 2026 with a shared vision of creating a practice rooted in service, integrity and personal connection. As a new team built on decades of combined experience, Skyline was created to offer clients a more thoughtful and compassionate planning experience—one that meets people where they are and helps them move forward with confidence. We believe financial guidance should feel personal, practical and grounded in what matters most to each client.

Our Values

Integrity

Ethics

Service

Compassion

We believe financial planning is about more than numbers—it is about helping people feel supported, informed and prepared for the future. From major life transitions to long-term retirement planning, we strive to offer guidance that is masterful, personalized and centered on the people we serve.

Community Outreach

At Skyline Financial Group, we believe financial guidance should support not only individual goals, but also the communities our clients care about most. Our team is passionate about service and generosity, and we value opportunities to connect clients with causes that matter to them. Through volunteerism, charitable support and community involvement, we aim to help people use their resources in ways that reflect their values and create meaningful impact. Our team has previously supported:

Ronald McDonald House

PAWS Chicago

Greater Chicago Food Depository

Northern Illinois Food Bank

Beyond Hunger