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(513) 883-6100
rick@scheelergroup.com
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Experienced Individuals. Dedicated Team.

Your Wealth Management Team

SFG Team

Rick Scheeler

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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Ellen Scheeler

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

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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Michelle Dinwiddie

Michelle Dinwiddie

Operations 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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Norm Grevey

Norm Grevey

LPL Financial Advisor

Norman.Grevey@lpl.com

Norman Grevey, Vice President and Financial Advisor at Scheeler Financial Group, brings over 33 years of professional investment experience. He offers clients tailored, sophisticated investment strategies and comprehensive financial...
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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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