CEO / Private Wealth Advisor
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...
Director of Investment Operations & Trading
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...
Director of Business Development
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...
Client Relationship Manager, Chief Operations Manager
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...
Director of Client Services
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...
Director of Marketing and Client Experience
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...
Client Relations Associate