Jeffrey A. Westerhold, MBA, CFP, CLU
*Securities & Advisory Services offered through LPL Financial(Member FINRA/SIPC)

is a principal of Scheffel Financial Services, Inc. and focuses on emerging financial services issues as they relate to our clients. Jeff’s unique breadth of knowledge encompasses risk management, investments, financial wealth management, and a range of advisory services. His combination of institutional investment knowledge, coupled with his ability to direct a dynamic team of high-level financial professionals, adds remarkable value to our clients’ experience. His solid reputation, insight, and extensive educational background enable him to act as a key financial advisor to our clients—providing guidance that ranges from the basics to very sophisticated strategies. Jeff is registered to transact or discuss securities business with residents of the following states: Arizona, Colorado, Florida, Indiana, Illinois, Missouri, Ohio, Texas and Virginia. Outside of his profession, Jeff spends time volunteering and serving in various civic and non-profit organizations including Rotary.