Jeffrey A. Westerhold, MBA, CFP®
Principal
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...
Chad Burns, CPA
Wealth Manager
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.
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...
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