Broker Check

 

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

Jeffrey A. Westerhold, MBA, CFP®, CLU

Jeffrey A. Westerhold, MBA, CFP®, CLU

Principal

Client Services

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

Education & Certifications

  • Undergraduate Degree in Finance, Eastern Illinois University, 1987
  • MBA, Eastern Illinois University, 1989
  • Chartered Life Underwriter, 2000
  • Certified Financial Planner™, 2001

Secret to Success: “Someone is sitting in the shade today because someone planted a tree a long time ago.”
— Warren Buffett

As principal of Scheffel Financial Services, Jeff serves as an important resource for our clients. Having Jeff on board provides our clients with an experienced financial team and enhanced knowledge base for wealth management strategies, investment services, and easy-to-understand approaches.

Jeff joined the Scheffel Financial Services team in 2001 after working in the financial services industry for over ten years. He grew up in Edwardsville and still lives in town with his wife of 20 years, Mary, and two teenage children. He is active in the local Rotary and is an avid volunteer for Habitat for Humanity construction projects. When he’s not in the office, Jeff enjoys the great outdoors by hunting and working on farm projects.

Jeff’s passion is helping people pursue the financial independence they work towards their entire lives. Backed by LPL Financial, Jeff and our team at Scheffel Financial Services are able to offer clients independent and objective wealth management strategies and services. Our team approach to client service allows for them to not just provide a product, but be an ongoing key financial advisor to the people they serve. Jeff's ultimate goal is to understand your unique financial needs and objectives, and then create an overall portfolio with a healthy blend of investment vehicles to help pursue your goals.

Community Involvement, Past & Present

  • Eden Church, Volunteer & Member
  • Edwardsville Rotary, Member
  • Habitat for Humanity, Volunteer
  • Edwardsville/Glen Carbon Chamber of Commerce, Member