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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

Meet Our Team

Jeffrey A. Westerhold, MBA, CFP®

Principal

(618) 656-1207

jeff.westerhold@lpl.com

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.burns@lpl.com

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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Matthew Gorton

Financial Consultant

(618) 656-1207

matthew.gorton@lpl.com

Matt's focus is developing financial plans and strategies for small business owners and affluent clients to help them work towards their short and long-term financial goals.

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Lisa De La Rosa

Operations Manager

(618) 656-1207

lisa.delarosa@lpl.com

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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