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Rick Scheeler, Cfp® Email & Phone Number

President and Founder at Mary's Bridge
Location: Westchester, Ohio, United States 9 work roles 5 schools
1 work email found @scheelerfinancialgroup.com 2 phones found area 414 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email r****@scheelerfinancialgroup.com
Direct phone (414) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
President and Founder
Location
Westchester, Ohio, United States

Who is Rick Scheeler, Cfp®? Overview

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Quick answer

Rick Scheeler, Cfp® is listed as President and Founder at Mary's Bridge, based in Westchester, Ohio, United States. AeroLeads shows a work email signal at scheelerfinancialgroup.com, phone signal with area code 414, and a matched LinkedIn profile for Rick Scheeler, Cfp®.

Rick Scheeler, Cfp® previously worked as Wealth Management Advisor | Owner at Scheeler Financial Group and President & Founder at Mary'S Bridge. Rick Scheeler, Cfp® holds Master'S Degree, Masters Of Science In Financial Services, Emphasis In Legacy Planning from The American College Of Financial Services.

Company email context

Email format at Mary's Bridge

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{first}@scheelerfinancialgroup.com
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AeroLeads found 1 current-domain work email signal for Rick Scheeler, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Rick Scheeler, Cfp®

My clients are my priority and I take their well-being and success personally. Through a tailored process of identifying the most important goals, creating a plan to pursue them, and systematic implementation, I strive to deliver financial confidence to those I work with.After a quick glance at my experience, it may seem hard to connect the dots from biologist to financial advisor. To me, my background has a common thread. I have always had a passion for science and teaching. Whether as a biologist or a financial advisor with 20+ years of experience, my energy comes from helping other people get clarity. I am proud to enrich the knowledge of my clients through the science of financial services. Financial planning is not only a service, it’s a relationship. Actively involved throughout the planning process, my clients are valued personally and enjoy knowing they are the priority. I deliver individual strategies with enhanced flexibility and dedicated resources to see-through the results.To start the conversation, connect with me here or at rick@scheelergroup.comSpecialties: Wealth Management & Investment Planning | Retirement & Legacy Planning | Insurance Strategies

Listed skills include Finance, Wealth Management, Investments, Strategic Planning, and 6 others.

Current workplace

Rick Scheeler, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Mary's Bridge
Mary'S Bridge
President and Founder
Ohio, United States
AeroLeads page
9 roles · 36 years

Rick Scheeler, Cfp® work experience

A career timeline built from the work history available for this profile.

President And Founder

Mary'S Bridge

Ohio, United States

Wealth Management Advisor | Owner

Current

West Chester, Ohio, Us

My objective is to help my clients gain a sense of clarity about their future, build a financial plan to get there and then implement by investing in the future. We care deeply about our clients - it is so much more than business to us. We take their success personally.Trust is essential for every relationship to be prosperous which is why I take the time to get to know the people I work with personally. As an independent advisor, the client is my sole consideration. I am committed to my candor, empathy, and dedication when prioritizing values and creating a holistic long-term plan.If I can be of help to you or answer any questions about my planning process, please don’t hesitate to contact me:rick@scheelerfinancialgroup.com513-939-5164 Securities offered through LPL Financial, Member FINRA/SIPC (for hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above). Investment Advice offered through Private Advisor Group, LLC, a registered investment advisor. Private Advisor Group and Scheeler Financial Group are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Aug 2019 - Present

President & Founder

Current
Mary'S Bridge

Mary's Bridge exists to connect the great work and people of existing non-profits, spiritual leaders, businesses and government to forge a path from prison to prosperity. We have a deep conviction in Faith in God through Christ, the dignity of work, and the benefits of generosity. Our goal is to provide a place of healing and education in order make a leveraged impact - where one person healed can impact hundreds of others. We also see a massive employment need as the large baby boomer generation retires & the small Zoomer generation takes their place - 400,000 this year alone. We are new kind of non-profit that does not want government money or donations - we are committed to the principle of interdependence and hard work. We love work! Non-profits, businesses and governments should have but one goal - to provide value to those they serve. Profits follow value!We are new, but we are moving quickly!

Sep 2022 - Present

Customer Service Representative

Staples/Office Depot
2000 - 2002 ~2 yrs

Biologist

I worked on the sequencing of the fruit fly (Drosophila melanogaste) and the Human Genome and was published in Science.

1999 - 2000 ~1 yr

Specialist

Arlington, Virginia, Us

I served in the US Army's prestigious Old Guard during which time I presented the U.S. Colors at the White House, Congress, Pentagon as well as many other nationally known locations. I also participated in many funerals and retirements of service members.

1991 - 1994 ~3 yrs
5 education records

Rick Scheeler, Cfp® education

Master'S Degree, Masters Of Science In Financial Services, Emphasis In Legacy Planning

The American College Of Financial Services

Bachelor Of Science (B.S.), Biology, General

George Mason University

Bachelor Of Science (B.S.), Transferred To Gmu

Northern Illinois University

Education record

New Trier High School

Education record

Sunset Ridge Middle School
FAQ

Frequently asked questions about Rick Scheeler, Cfp®

Quick answers generated from the profile data available on this page.

What company does Rick Scheeler, Cfp® work for?

Rick Scheeler, Cfp® works for Mary's Bridge.

What is Rick Scheeler, Cfp®'s role at Mary's Bridge?

Rick Scheeler, Cfp® is listed as President and Founder at Mary's Bridge.

What is Rick Scheeler, Cfp®'s email address?

AeroLeads has found 1 work email signal at @scheelerfinancialgroup.com for Rick Scheeler, Cfp® at Mary's Bridge.

What is Rick Scheeler, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 414 for Rick Scheeler, Cfp® at Mary's Bridge.

Where is Rick Scheeler, Cfp® based?

Rick Scheeler, Cfp® is based in Westchester, Ohio, United States while working with Mary's Bridge.

What companies has Rick Scheeler, Cfp® worked for?

Rick Scheeler, Cfp® has worked for Mary'S Bridge, Scheeler Financial Group, Northwestern Mutual, Staples/Office Depot, and Celera Corporation.

How can I contact Rick Scheeler, Cfp®?

You can use AeroLeads to view verified contact signals for Rick Scheeler, Cfp® at Mary's Bridge, including work email, phone, and LinkedIn data when available.

What schools did Rick Scheeler, Cfp® attend?

Rick Scheeler, Cfp® holds Master'S Degree, Masters Of Science In Financial Services, Emphasis In Legacy Planning from The American College Of Financial Services.

What skills is Rick Scheeler, Cfp® known for?

Rick Scheeler, Cfp® is listed with skills including Finance, Wealth Management, Investments, Strategic Planning, Financial Analysis, Financial Services, Leadership, and Management.

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