Our Team

Team

As a Wealth Management Advisor for Northwestern Mutual, Rick is committed to helping his clients whether they are concerned for their own financial needs or those of their family or business. Assisted by a team of experts, Rick helps his clients achieve their financial goals.

Together, they stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

 

My Colleague


Brian White, CLU®, CFP®

Financial Advisor
brian.m.white@nm.com
Office 513-759-8803
 

Brian White:

Brian began his career as an intern with Northwestern Mutual in his senior year of college. In 2013, Brian joined Scheeler Financial. He works closely with Rick to develop comprehensive financial plans, portfolio analysis and investment recommendations. He earned his CFP™ in 2014 and most recently added the CASL to his professional designations.

How can Brian help you?

  • Deliver comprehensive financial plans
  • Monitor client accounts and make investment recommendations
  • Meet with clients for insurance and investment reviews and updates

 

Values

Personal Growth                Trust              Joy/Enjoyment

Family            Generosity

 

Strengths

Persuading               Connecting               Solving

Advising        Influencing

 
 

My Team

 
Ellen Scheeler

Ellen Scheeler, MBA

Director of Operations
Office 513-759-8809

Ellen Scheeler:

Ellie graduated with her BA in Latin from Mount St. Mary's College and her MSBA from Boston University Brussels. Rick and Ellie have been married for 21 years and have 6 children. In her spare time, she enjoys games and activities with her children, kickboxing and singing.

She has been working in Scheeler Financial since 2006 and helps in all areas of the practice. She is Life and Health licensed. Ellen functions as the COO for the practice and is responsible for scheduling, Investment and Insurance operations, rollovers & transfers, as well as contribution questions & money movement.

How can Ellie help you?

  • Schedule your next meeting with Rick
  • Answer insurance and investment questions
  • Introduce Scheeler Financial to your friends!

 

Values

Family            Faith               Loyalty

Competence                        Accomplishment

 

Strengths

Teaching       Solving          Analyzing

Brainstorming/Collaborating                  Organizing

 
Adam S Betzelberger

Adam S Betzelberger

Financial Planning Assistant

Adam Betzelberger


Adam joined Scheeler Financial in 2019. With over a decade's worth of experience in secondary education, during which he specialized in teaching economics and personal finance, Adam is excited to assist clients in pursuing their financial goals. He has an MA from Lewis and Clark College and moved here with his wife and daughter from the east coast in 2018. He is responsible for case preparation, insurance operations, service and underwriting.


Values

Family                      Integrity             Dedication

Excellence                        Kindness


Strengths

Problem Solving         Teaching      Communication

Analysis                  Organizing

 

 
Logan D Burns

Logan D Burns

Associate Financial Representative
Office 513-759-8805

Logan Burns:

Logan began as an intern at Northwestern Mutual in 2015 and after graduation with his BS in Financial Services from Wright State University in 2016, he became a full time representative. After adding industry experience outside of Northwestern Mutual, Logan joined Scheeler Financial in 2017. He is responsible for case preparation, insurance operations and service and underwriting.

How can Logan help you?

  • Complete and submit insurance applications
  • Complete investment paperwork and open new accounts
  • Process policy changes; beneficiary updates; loan repayments, etc.
  • Access your online account and assist with going paperless

 

Values

Family            Honesty        Integrity

Personal Growth                Advancement

Strengths

Analyzing      Building         Selling

Troubleshooting     Forecasting

 

Rick L Scheeler, CFP®, RICP®, ChFC®, ChSNC®, CASL®
Wealth Management Advisor


Scheeler Financial

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck