Our Team
Rod Skaf
Adam Dwidari
Adam joined MetLife in 2006 and joined my team in 2007 as a Personal Assistant. Adam has earned the Series 7 and Ohio Life & Health Licenses, and assists me with investment research.
 Colleen Dotson
Colleen joined MetLife in 2004 and my team in 2011 as a Marketing Support Specialist. She has earned the Series 6 and Ohio Life & Health Licenses. Additionally, she has a Master of Business Administration degree from Baldwin Wallace College and a Bachelor of Arts degree from Bowling Green State University. Colleen manages the operations and business development of our firm.
External Resources:
I work with a few elite CPA's & attorneys for clients with a high net-worth estate, where creative solutions are prudent. Included with this team are estate attorneys, tax & legal experts, and a banking team that can help create exit strategies for businesses, i.e., ESOP, 412i, 409A, & installment sales.
I also work with consultants in business consolidation, appraisal, divorce, etc., as well as with real estate, valuation, and mortgage experts.
Neither MetLife nor its representatives provide tax or legal advice. Please consult your tax and legal professional.
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