Rick Scheeler, Cfp® Email and Phone Number
Rick Scheeler, Cfp® work email
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Rick Scheeler, Cfp® personal email
Rick Scheeler, Cfp® phone numbers
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
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President And FounderMary'S BridgeOhio, United States
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Wealth Management Advisor | OwnerScheeler Financial Group Aug 2019 - PresentWest Chester, Ohio, UsMy 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.
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President & FounderMary'S Bridge Sep 2022 - PresentMary'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!
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Wealth Management AdvisorNorthwestern Mutual 2002 - 2019Milwaukee, Wi, Us -
Life UnderwriterNorthwestern Mutual 2003 - 2005Milwaukee, Wi, Us
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Assistant FrNorthwestern Mutual 2002 - 2003Milwaukee, Wi, Us
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Customer Service RepresentativeStaples/Office Depot 2000 - 2002
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BiologistCelera Corporation 1999 - 2000I worked on the sequencing of the fruit fly (Drosophila melanogaste) and the Human Genome and was published in Science. -
SpecialistUs Army 1991 - 1994Arlington, Virginia, UsI 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.
Rick Scheeler, Cfp® Skills
Rick Scheeler, Cfp® Education Details
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The American College Of Financial ServicesEmphasis In Legacy Planning -
George Mason UniversityGeneral
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Northern Illinois UniversityTransferred To Gmu
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New Trier High School
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Sunset Ridge Middle School
Frequently Asked Questions about Rick Scheeler, Cfp®
What company does Rick Scheeler, Cfp® work for?
Rick Scheeler, Cfp® works for Mary's Bridge
What is Rick Scheeler, Cfp®'s role at the current company?
Rick Scheeler, Cfp®'s current role is President and Founder.
What is Rick Scheeler, Cfp®'s email address?
Rick Scheeler, Cfp®'s email address is ri****@****oup.com
What is Rick Scheeler, Cfp®'s direct phone number?
Rick Scheeler, Cfp®'s direct phone number is +141427*****
What schools did Rick Scheeler, Cfp® attend?
Rick Scheeler, Cfp® attended The American College Of Financial Services, George Mason University, Northern Illinois University, New Trier High School, Sunset Ridge Middle School.
What skills is Rick Scheeler, Cfp® known for?
Rick Scheeler, Cfp® has skills like Finance, Wealth Management, Investments, Strategic Planning, Financial Analysis, Financial Services, Leadership, Management, Team Building, Customer Service.
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