My objective is to help my clients gain a sense of clarity about their future, build a financial plan to get there and then implement by investing in the future. We care deeply about our clients - it is so much more than business to us. We take their success personally.
Trust is essential for every relationship to be prosperous which is why I take the time to get to know the people I work with personally. As an independent advisor, the client is my sole consideration. I am committed to my candor, empathy, and dedication when prioritizing values and creating a holistic long-term plan.
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!
Ryan Mahoney
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.
Ellen Scheeler
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 Lipniskis
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 Melchers
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.
General Information |
| Firm Start Year: | 2019 | |
| No. of Employees: | 5-9 | |
| States Licensed in: | AR, CA, CO, FL, GA, IL, IN, KY, LA, MA, MI, MN, MO, NJ, NY, NC, OH, SC, TN, TX, VA, WV, WI |
| Number of Years with Current Firm: | 3 |
| Work Experience: | In my 17 years of tenure at Northwestern Mutual I worked my way from Associate Advisor through Home Office Underwriter, Client Relations Center Director, to become a fee-based planning Advisor and Wealth Management Advisor, earning 9 designations starting with Certified Financial Planner® (CFP®) and Chartered Life Underwriter® (CLU®) in 2007, followed by Chartered Financial Consultant® (ChFC®), Certification in Long Term Care® (CLTC®), Chartered Advisor for Senior Living® (CASL®), Retirement Income Certified Professional® (RICP®), Chartered Special Needs Consultant® (ChSNC®), Accredited Estate Planner® (AEP®), and Chartered Advisor in Philanthropy® (CAP®). Most recently I completed a Masters of Science in Financial Services® (MSFS®) in 2020. In my 7th year at NM I qualified as a Top 3% Advisor or "Forum" and maintained that status for 5 consecutive years. I'm a member of the Financial Planning Association (FPA), Certified Financial Planner Board of Standards (CFP), National Association of Insurance and Financial Advisors (NAIFA), and Million Dollar Round Table - Top of the Table (MDRT) as well as a number of local organizations like Cincinnati Estate Planning Council (CEPC) and Financial Planners Association of Southwestern Ohio. |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management, Risk Management, Education Funding and Planning, Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Bonds, Alternative Investments, Stocks, Annuities, Mutual Funds, Commodities |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Your Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Health, Life |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Based on Assets |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:30 AM - 5:00 PM |
| Tue. | 8:30 AM - 5:00 PM |
| Wed. | 8:30 AM - 5:00 PM |
| Thu. | 8:30 AM - 5:00 PM |
| Fri. | 8:30 AM - 5:00 PM |
LPL Director's Club for Outstanding Service
(12/01/2021)
We are humbled and honored to have been named to the LPL Director's Club with an award for Outstanding Service to Clients in 2021. While it's always nice to be recognized, our business is intentionally built upon a set of values we live by every day, with EXCEPTIONAL SERVICE at the top of the list.
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