Chris Scheele

Background

About Chris Scheele

I’ve worked in the financial services industry for four years, having made a significant career change at a pivotal point in my life. I was previously a project manager in the construction industry, responsible for managing the execution of multi-million dollar projects. While I learned a lot about working as a team under pressure and understanding the importance of people, processes, and communication, I realized I wanted to have a different impact on the world by pursuing something I was more passionate about. My transition from construction to the financial world was far from graceful, but ultimately, it just needed to happen for me. From day one, my motivation has always been to do what's in the best interest of my clients and truly help them live their best lives! As I have grown in my financial planning knowledge and gained valuable experience, I have seen firsthand the impact an ongoing relationship providing “real financial planning” can have on a family. It is so much more than what to invest in or what type of insurance to have! Real financial planning connects your resources, time, energy, and money with what is most important to you. I believe that great financial planning requires teamwork between you and a financial planner who is committed to being your strategic ally throughout life. We need a relationship that allows us to thoroughly understand your values, objectives, and individual circumstances. Then, we can take the necessary steps and implement the proper strategies to help you attain your financial goals and dreams. By the way, seeing our goals, values, and priorities shift over the years is typical. That is why the ongoing relationship is so meaningful.