Broker Check

 

143 North Kansas Street
Edwardsville, Illinois 62025
(618) 656-1207

Chad Burns, CPA, AAMS

Chad Burns, CPA, AAMS

Wealth Manager

Client Services

  • Investment Services
  • Wealth Management Strategies
  • Financial Planning
  • Estate & Retirement Planning
  • Insurance Analysis

Education & Certifications

  • B.S., Accounting, Southern Illinois University Edwardsville, 2000
  • Certified Public Accountant (CPA), 2003
  • Accredited Asset Management Specialist (AAMS), 2011

Secret to Success: “Although no one can go back and make a brand new start, anyone can start from now and make a brand new ending”
— C.S. Lewis

Chad joined the Scheffel Financial Services team in 2012 after spending five years in public accounting and eight years in the financial services industry. Holding both the CPA and AAMS designations, Chad plays an important role at Scheffel Financial Services by effectively working with clients to develop a customized financial plan that will help them work toward their own financial goals, while appropriately monitoring risk.

Chad grew up in Grafton, Illinois, and lives in Glen Carbon with his wife, Amie, and their three children, Rylie, Blake, and Braden. In his spare time, Chad enjoys almost any activity outdoors, including camping, hunting, fishing, golf, and, of course, Cardinals baseball.

Chad first got into the financial services industry because, while working in the accounting and auditing field, he developed a passion for learning about markets, global economies, and investments. After working for five years in the public accounting world, Chad switched to a financial services role because he enjoys utilizing that passion to help clients understand the various aspects of investing and managing risk.

Chad’s experience and knowledge of the financial industry is instrumental not only to his clients, but also to the team at Scheffel Financial Services. He has a knack for working on complex financial planning projects that tend to require a high level of skill and diligence. 

Community Involvement, Past & Present

  • Edwardsville/Glen Carbon Chamber of Commerce, Member
  • Goshen Rotary, Board Member