EDWARDSVILLE – Scheffel Financial Services, Inc., an investment and wealth management firm specializing in estate and retirement planning, has announce the promotion of Chad Burns.
Burns (left), who holds both CPA and AAMS designations, was recently promoted to senior financial consultant and will continue to serve clients throughout Southern Illinois and the St. Louis metro area.
Burns joined Scheffel Financial Services team in 2012 after spending five years working in public accounting and an additional eight years in the financial services industry.
Based in Edwardsville, Illinois, the team at Scheffel Financial Services provides independent, unbiased, and customizable wealth management strategies to a variety of clients throughout Southern Illinois and the St. Louis region. Their services include investment management, portfolio analysis, financial planning, estate and retirement planning, and both life and long-term insurance analysis.
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