Exceptional People. Innovative Ideas. successful Clients. 
Jeffrey A. Westerhold MBA, CFP, CLU

Jeffrey A. Westerhold MBA, CFP®, CLU

Principal  |  Scheffel Financial Services  |  Edwardsville

 

jeff.westerhold@lpl.com  |  618.656.1207

 

Areas of Expertise

  • Investment Services
  • Wealth Management Strategies
  • Financial Planning
  • Estate & Retirement Planning

Education & Certifications

  • B.S., Finance, Eastern Illinois University, 1987
  • MBA, Eastern Illinois University, 1989
  • Chartered Life Underwriter (CLU), 2000
  • CERTIFIED FINANCIAL PLANNER™ (CFP®), 2001

 

 

Secret to Success: "Someone is sitting in the shade today because someone planted a tree a long time ago." -Warren Buffett

 

 

As Principal of Scheffel Financial Services, Jeff and his team serve as an important resource for their clients. Having Jeff on board provides our clients with an experienced financial team and enhanced knowledge base for wealth management strategies, investment services, and easy-to-understand approaches.

 

Jeff joined the Scheffel Financial Services team in 2001 after working in the financial services industry for over ten years. He grew up in Edwardsville and still lives in town with his wife of 20 years, Mary, and two teenage children. He is active in the local Rotary and is an avid volunteer for Habitat for Humanity construction projects. When he’s not in the office, Jeff enjoys the great outdoors by hunting and working on farm projects.

 

Jeff’s passion is helping people pursue the financial independence they work towards their entire lives. Backed by LPL Financial, Jeff and his team at Scheffel Financial Services are able to offer clients independent and unbiased wealth management strategies and services. Their team approach to client service allows for them to not just provide a product, but be an ongoing key financial advisor to the people they serve. Jeff’s ultimate goal is to understand your unique financial needs and objectives and create an overall portfolio with a healthy blend of investment vehicles to help pursue your goals.

 

 

Community Involvement, Past & Present

  • Eden Church, Volunteer & Member
  • Goshen Rotary, Member
  • Habitat for Humanity, Volunteer
  • Ed/Glen Chamber of Commerce, Member

 

Download Bio PDF

 

 

Dennis E. Ulrich Michael E. Fitzgerald Steven C. Pembrook Steven P. Langendorf Scott A. Weber Mark E. Glueck Russell E. Gregson Brian A. Otten Henry C. Siekmann
Richard E. Reno Dean S. Salvatore Annette M. Hipkiss Mark J. Korte Kimberly S. Loy Keith G. Brinkmann Dale B. Holtmann Larry M. Rose Jeffrey A. Westerhold