Broker Check

Experienced Individuals. Dedicated Team.

Your Wealth Management Team

Rick Scheeler, CFP®
MSFS, CLU®, ChFC®, CASL®, RICP®, ChSNC®, AEP®, CAP®, CKA®

CEO / Private Wealth Advisor

(513) 883-6100

Rick@ScheelerGroup.com

Rick is a native of Chicago and spent 17 years there before joining the U.S. Army. He served in the 3rd U.S. Infantry, The Old Guard from 1991-1994 at Arlington Cemetery. He also had the special honor of being part a specialty platoon...

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Craig Lipniskis

Director of Investment Operations & Trading

(513) 883-6106

Craig@ScheelerGroup.com

Craig joined the SFG Wealth Management Team in 2020 and plays an integral role assisting with financial planning for clients. He also specializes in strategic trading and actively performs in-depth investment research...

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Tim Devine

Director of Business Development

513-883-6100

tim@scheelergroup.com

Tim joined the SFG team in early 2023 with a history in the Professional Services Industry, and brings experience in sales, marketing, and operations. Recognized as a strong leader who emphasizes employee engagement...

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Ellen Scheeler, MSBA

Client Relationship Manager, Chief Operations Manager

(513) 883-6101

Ellen@ScheelerGroup.com

Ellie graduated with her BA in Latin from Mount St. Mary's College and her MSBA from Boston University Brussels. Rick and Ellie married in 1997 and have 6 children. In her spare time, she enjoys games and activities with...

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Ryan Mahoney

Director of Client Services

(513) 883-6102

Ryan@ScheelerGroup.com

Ryan joined the Scheeler Financial Group in 2019. Originally from Denver, Colorado, he graduated from Xavier University in 2017 with a BS degree and a minor in Business. Shortly after graduating, Ryan began working in the mortgage...

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Andrew Melchers

Director of Marketing and Client Experience

513-883-6107

Andrew@ScheelerGroup.com

Andrew joined the Scheeler team in March of 2021 as Director of Marketing and Customer Experience. He brings over 20 years of experience in the marketing, design, and print industry. Andrew has been re-habbing a 100 year old home in...

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David Pittman

Client Relations Associate

5138836100

david@scheelergroup.com

David joined SFG in November of 2023 as a Client Relations Associate. David is a Cincinnati native, and a graduate of Miami University with a BS in Economics. David is learning the business from the inside out and will be responsible...
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Michelle Dinwiddie

Office Manager

513-883-6100

michelle@scheelergroup.com

Michelle joins SFG with over 20 years of management experience through her various roles at Fifth Third Bank. She will be initially helping SFG to streamline it's processes through ´╗┐´╗┐documentation review and development,...
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Our Process Provides Focus On Your Goals.

1. Getting Acquainted

  • Initial Meeting
  • Explain Value Proposition
  • Determine if Good Fit
  • Determine Next Steps
  • Fee-Based or Asset-Based Planning

2. Gather Info

  • Determine Goals
  • Review Priorities Checklist
  • Gather Financial Information
  • Riskalyze Assessment
  • Confidential Questionnaire
  • Special Considerations

3. Build Your Custom Financial Plan

  • Financial Independence -vs- Financial Freedom
  • Probability Analysis & Alternative Scenarios
  • Investment Planning
  • Time Horizons
  • Education
  • Charitable Gifting, Estate, Trusts
  • Premature Death, Disability, Long-Term Care
  • Tax Planning

4. Implement Strategic Plan

  • Review Current Investments
  • Setup Online Accounts
  • Complete Investment Paperwork
  • Transfer Accounts
  • ACH & Check Writing
  • Asset Allocation
  • Investment Policy Statement (IPS)
  • Determine Meeting Schedule

5. Review and Improve Your Plan

  • Update Goals & Priorities
  • Update Financials
  • Determine Two Things Done Well
  • One Topic of Education
  • One Improvement to the Plan
  • Consider Insurance
  • Cash Flow - RSUs, Bonus, Savings, Expenses
  • Introductions / Referrals

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