Rick Scheeler - Financial Advisor in West Chester, OH | WiserAdvisor.com

We are an INDEPENDENT ADVISORY FIRM which allows us to be FOCUSED ENTIRELY ON YOU. We exist to provide a one-of-a-kind, high-end concierge experience. WE CARE PERSONALLY ABOUT YOUR SUCCESS!

Scheeler Financial Group

Ryan is our Director of Client Services and has been with SFG since day one, having been recruited by Rick from NM. He is  well-organized and specializes in assisting all client needs during and after the on-boarding process. Ryan is responsible for case prep for client meetings, updating account information, and assisting in all areas of client service.

Ellie is our Director of Special Operations and is responsible for executing on specialized requests, projects and tasks for clients with a relentless focus on rapid, accurate answers/solutions. She brings a broad and deep level of expertise across custodians and subject areas to make the client experience seamless. Ellie provides a wide range of training and support to the whole team across investments, planning, budgeting and project management.

Craig is our Director of Investment Operations & Trading and is the analytical investment manager for Scheeler Financial Group's investment portfolios. Craig provides insight and direction through intensive market research, leads the investment personnel, completes fund transactions and effectively maintains portfolio developments under the direction of the Senior Advisor.

Andrew is our Director of Marketing and Client Experience. He provides administrative and organizational support to the firm, and oversees the development of all marketing and communications related projects, plans for client events, manages our social media presence, and helps with prospecting of new and existing referrals.

Rick Scheeler

Scheeler Financial Group

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