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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Lisa De La Rosa

Operations Manager

(618) 656-1207

As Operations Manager, Lisa focuses on managing the Scheffel Financial office and overseeing client relations. Lisa assists in making sure her team communicates effectively with all clientele.

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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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