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 Achter, CFA, CFP ®
Wealth Advisor
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...
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Stan Beltramea
Wealth Advisor
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...
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Sarah Kraushaar
Client Service Associate
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...
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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