Jeff Scheithe, CFP®, CFS®, CSA, CFRA®
Jeff is President and CEO of SAI Financial Services, Inc. He specializes in Comprehensive Financial Planning, developing strategies and sound investment discipline in areas of Retirement, College, Investment and Asset planning. With over 25 years of experience, Jeff provides advice and financial strategies for all your life stages, from retirement, paying for elder care, investments, insurance and wealth transfer, helping individuals and businesses with “Planning today for tomorrow”.
Jeff’s credentials include the designations of CFP®, CFS® and CRFA® which all require strict adherence to professional guidelines and ongoing continued education. He is a registered representative & investment advisor with Woodbury Financial Services and holds Series 7, 22, 63 and 65 licenses. He is also licensed in Life, Health, Long-Term Care and Variable Insurance.
Jeff’s commitment to ongoing education is evident in his designations from the College for Financial Planning and his membership in the Institute of Certified Fund Specialists. Jeff is committed to providing individuals with solutions for their financial future. He believes in building his business by building relationships from generation to generation.
Born and raised in the Chicagoland area, Jeff is a graduate of the University of Illinois at Chicago with a BS in Finance and a BS in Economics. Jeff and his wife Cathy have two children, Jessica and Jaclyn. They live in St. Charles, Illinois and enjoy traveling, the outdoors, and spending quality time together. Jeff’s other interests include reading, NASCAR racing, technology and golf.
Michael recently joined SAI Financial as a Financial Advisor. In this role, Michael provides clients with the most comprehensive and responsive financial planning, investment management and insurance services available. Utilizing cutting edge technology Michael is able to better serve clients and their needs in a timely and efficient manner. Michael has his FINRA series 7 and 66 licenses along with being licensed in both life and health insurance. He is currently studying for the Certified Financial Planning accreditation.
Michael received his Bachelor’s degree in Economics from Illinois State University. Michael was apart of a team of young traders in college who bought and sold equities for profit. This experience taught Michael the value of risk management and how to mitigate potential risks through diversification and hedging strategies. He has been actively publishing finance-related articles for a few months now allowing his clients to become better educated on topics such as; retirement, insurance, taxes, and much more.
Michael helps clients achieve their financial goals through diligent research to seek out the best investment options thus allowing them to retire comfortably and worry free.
Passionate about finance and its possibilities, Michael provides exceptional advice while looking to build a long term relationship with each of his clients giving the utmost attention to detail.
(RP® Registered Assistant)
Kathie joined SAI Financial in 2015 as a Registered Assistant/Para Planner and has been in the financial services industry for over 20 years. Throughout her career she has focused on creating trusting relationships with teams of Financial Advisors, Investment Advisors, Certified Financial Planners and their clients.
Kathie’s credentials include Series 7, Series 63 and Series 66 in addition she maintains the Registered Para Planner® designation from the College of Financial Planning. Her greatest strengths are in her dedication to build, maintain and service client and business relationships with an exceptional focus on communication and education.
Kathie resides in the southwest suburbs and enjoys spending time with family and friends and volunteering within her community.