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Jeffrey A. Westerhold, MBA, CFP®

Jeffrey A. Westerhold, MBA, CFP®


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 strategies, investment services, and easy-to-understand approaches.

Jeff joined the Scheffel Financial Services team in 2001 after working in the financial services industry for over a decade. An Edwardsville native, Jeff maintains steady involvement in organizations throughout his community. When he is not providing exceptional service to his clients, Jeff can be found enjoying the great outdoors by golfing, hunting, fishing, and working on outdoor products, as well as spending time with his wife, Mary, and their adult children.

Jeff’s passion is helping people pursue the financial independence they work towards their entire lives. Backed by LPL Financial, Jeff and our team at Scheffel Financial Services can offer clients independent and objective wealth management strategies and services. Our team approach to client service allows for them to not just provide a product but be an ongoing key financial advisor to the people they serve. Jeff's ultimate goal is to understand your unique financial needs and objectives, and then create an overall portfolio with a healthy blend of investment vehicles to help balance growth and protection in your life.

Community Involvement, Past & Present

  • Edwardsville Rotary, Member
  • FB Maryville Church, Member
  • Edwardsville CEO Program, Board Member
  • Anderson Hospital Foundation, Board Member
  • Edwardsville YMCA Foundation, Board Member
  • Edwardsville/Glen Carbon Chamber of Commerce, Member
  • Habitat for Humanity, Volunteer