Our Team

Richard Scheele, CFP® CFA

Managing Partner

Richard Scheele, CFP<sup>®</sup> CFA
Richard Scheele, CFP<sup>®</sup> CFA

As Managing Partner, Richard is responsible for the day-to-day management of the firm, the coordination of the firm’s resources, and the execution of strategic planning and initiatives.

As Financial Planning Manager, Richard is responsible for higher level financial plan modeling that effectively integrates relevant financial planning concepts into financial plans that conform to each client’s needs and context, while remaining robust and flexible.

Richard graduated from Carleton College in 2011 with a degree in American Studies and spent the next year teaching in Minnesota with a license in secondary Social Studies. He had a particular interest in the problem-solving skills and decision-making tools of the economic way of thinking, which led him to pursue a career in the financial planning profession to help clients understand and take control of their financial decisions. As the firm has grown Richard has moved into a management role where he gets to use problem-solving skills and decision-making tools to helps the rest of the team be in the best position to serve clients.

 

On a Personal Note:

Richard lives in Appleton, Wisconsin with his wife, Jackie, and their two young children Nathanael and Hadassah (Haddie). When he is not spending time with his family, Richard enjoys playing games of any kind, running, reading, and pulling for the Nebraska Cornhuskers.

















Favorites
TV shows: This is Us, Blue Bloods
Musicians: Shane & Shane, Lauren Daigle
Food: Pizza
Podcasts: Animal Spirits, Generous Giving
Sport to watch: Football
Sport to analyze: Baseball
Sports team: Nebraska Cornhuskers
Board game: Azul
Dessert: Frozen custard
Holiday: Thanksgiving
Charity: Our church
Place to visit: Door County