SPECIALIZED PLANNING FOR
Business Owners Executives Medical Professionals
Pre-Retirees & Retirees Young Professionals Private Clients Family Centered Office
Rick Scheeler, CFP®
Craig Lipinskis, Dir. of Investment Operations
Ellie Scheeler, Client Relations/Operations
Ryan Mahoney, Client Services
Andrew Melchers, Marketing/Events
Certified Financial Planner® (CFP)
Chartered Life Underwriter® (CLU)
Chartered Financial Consultant® (ChFC)
Chartered Advisor for Senior Living® (CASL)
Retirement Income Certified Planner® (RICP)
Chartered Special Needs Consultant® (ChSNC)
Accredited Estate Planner® (AEP)
Chartered Advisor in Philanthropy® (CAP)
Master of Science in Financial Services (MSFS)
CASL conferred by The American College.
RICP conferred by The American College.
Stocks, Bonds, Exchange Traded Funds (ETFs),
Mutual Funds, Alternative Investments, Separately Managed Accounts, Annuities.
Twenty Years of Service and Building Lasting Relationships
As a Fiduciary for advisory clients, we have an obligation to act in your best interest while disclosing any conflicts of interest.
Series 6 (LPL)
Series 7 (LPL)
Series 63 (LPL)
Series 66 (LPL/PAG)
Life & Health
The firm in the business of buying and selling securities on behalf of its customers.
Firm that advises on securities investments and may manage investment portfolios.
Private Advisor Group
Carl Satterwhite CEO/President at RCF Group
David Devine Founding Partner at Ingenium Plus, LLC
Brian Kohr President & CEO at TriKohr Advisors
You are under no obligation to use the services of any of the entities shown and may choose any qualified professional to provide any of the services described above. These entities and their services are not affiliated with LPL Financial.
A Custodian safeguards investments from fraud, executes transactions, and
provides reporting. While LPL is our primary custodian, we are free to choose
those that work best for a client’s needs. We work with:
Pershing LPL Financial Schwab
TD Ameritrade Fidelity
eMoney comprehensive financial planning dashboard providing a real-time, integrated financial experience allowing advisors and clients to see where they stand today and into the future.
Orion asset management program that helps financial advisors offer access to portfolio details and stunning reports that empower clients to take an active role in their financial future.
Email Summary of Meetings
Perspective Client Newsletter
Portfolio & Trading Updates
We cover all trade costs for advisory accounts.
1% – 1.5%
Depending on size of account.
Charitable & Special Needs Planning
Estate & Tax Planning
Life & Disability Insurance
Long-Term Care Insurance
Current: Old Saint Mary’s (Member)
BLOC Ministries (Donor)
LIT Movement (Donor)
Past: Army Veteran
Ken Anderson Alliance (Founder)
St. Therese Little Flower, Lebanon, OH (Founder)
Makino Park, Mason, OH (Donor)