Broker Check

Jeffrey A. Westerhold, MBA, CFP®


(618) 656-1207

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...

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Chad Burns, CPA

Wealth Manager

(618) 656-1207

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.

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Drew Achter, CFA, CFP ®

Financial 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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Ryan Young, CFP®

Financial Advisor


Ryan L. Young CFP®, joined the Scheffel Financial Services team in 2023.  Ryan has worked in the financial service industry since 2012, with prior roles at Northern Trust and Edward Jones.  Ryan’s expertise is...

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Our Team

Meet Our Team

Client Centered

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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