Scheffel Financial Services, Inc. | Edwardsville, IL | Financial Planners

Chad Burns, CPA

Wealth Advisor

Chad's educational and professional background allow him to develop customized financial plans that will help clients work toward their own financial goals, while appropriately monitoring risk.

Drew joined Scheffel Financial Services in 2024 and has been working in financial services since 2015. Prior to joining Scheffel, he worked as a Wealth Advisor with Charles Schwab where he oversaw almost 300MM in client assets. While...

Stan Beltramea

Wealth Advisor

618.656.1207

stan.beltramea@lpl.com

Stan joined the Scheffel Financial Services team in 2026 after spending nearly six years working in the investment department of a large insurance company. Prior to that, he worked for 20 years in various roles in corporate finance and...

Morgan Langendorf

Client Relationship Manager

618.656.1207

morgan.langendorf@lpl.com

Morgan joined Scheffel Financial Services in 2026 after graduating with her bachelor’sdegree from Southern Illinois University Carbondale, where she majored in BusinessManagement and minored in Finance.Morgan grew up in New Douglas, IL...

Sarah Kraushaar

Client Service Associate

sarah.kraushaar@lpl.com

Sarah Kraushaar joined the Scheffel Financial Services team in 2023 after spending nine years in corporate America. Sarah's experience as a Corporate Properties Specialist, Data Analyst, and PM Coordinator equipped her with excellent...

Our Team

Meet Our Team

At Scheffel Financial Services, Inc., we leverage our experience and knowledge to help clients pursue financial independence. Even though most of our clients work closely with just one advisor, they receive the benefit of multiple opinions, insight, and outlook

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Chad Burns, CPA

Drew Achter, CFA, CFP ®

Stan Beltramea

Morgan Langendorf

Sarah Kraushaar

Our Team

Meet Our Team

Tell Us How We Can Help You Today