Rick Scheeler Email & Phone Number
President and Founder
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Rick Scheeler Location
- Ohio, United States
Rick Scheeler Work
- Wealth Management Advisor | Owner @ (August 2019 - Present)
- President and Founder @ Mary's Bridge (September 2022 - Present)
- Wealth Management Advisor @ (January 2002 - January 2019)
- Life Underwriter @ (January 2003 - January 2005)
- Assistant FR @ (January 2002 - January 2003)
- Customer Service Representative @ Staples/Office Depot (January 2000 - January 2002)
- Biologist @ (January 1999 - January 2000)
- Specialist @ (January 1991 - January 1994)
Rick Scheeler Education
- The American College of Financial Services
Master's degree (Masters of Science in Financial Services, emphasis in Legacy Planning)
2018-2020 - George Mason University
Bachelor of Science (B.S.) (Biology, General)
1996-1999 - Northern Illinois University
Bachelor of Science (B.S.), Transferred to GMU
1994-1996 - New Trier High School 1988-1991
- Sunset Ridge Middle School 1982-1987
Rick Scheeler Skills
- Finance
- Wealth Management
- Investments
- Strategic Planning
- Financial Analysis
- Financial Services
- Leadership
- Management
- Team Building
- Customer Service
- 401(k) Retirement Savings Plans
- Bonds
- Building Relationships
- Business Development
- Business Strategy
- Cash Management
- Comprehensive Financial Planning
- Deferred Compensation Plans
- Due Diligence
- Employee Benefits Plans
- Family Business
- Free-based Financial Planning
- Executive Benefits Plans
- Financial Planning
- Financial Security
- Fixed Annuities
- Group Benefits Plans
- Group Health Insurance
- Holistic Financial Planning
- Investment Services
- Investment Strategies
- Legacy Planning
- Long-term Care
- Money Market Funds
- Permanent Life Insurance
- Retirement Planning
- Risk Management
- Stocks
- Succession Planning
- Term Life Insurance
- Trust Services
- Wealth Accumulation
- Wealth Distribution
- Wealth Management Planning
Rick Scheeler Summary
- Rick Scheeler, based in Ohio, United States, is currently a President and Founder at Mary's Bridge. Rick Scheeler brings experience from previous roles at Scheeler Financial Group and Northwestern Mutual. Rick Scheeler holds a 2018 - 2020 Master's degree in Masters of Science in Financial Services, emphasis in Legacy Planning @ The American College of Financial Services. With a robust skill set that includes Finance, Wealth Management, Investments, Strategic Planning, Financial Analysis and more. Rick Scheeler has 2 emails and 2 mobile phone numbers on RocketReach.
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