Jeffrey S. Scheithe CFP®, CFS®, CRFA®, CTS®
Jeff Scheithe specializes in helping individuals and businesses strengthen their financial independence. With over 40 years of experience in the financial services industry, Jeff focuses on providing tailored advice and strategies for all of life’s stages, including Retirement Guidance, College Planning, Investment Management, and more.
A CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), Certified Fund Specialist (CFS®), Certified Retirement Financial Advisor (CRFA®), and Certified Tax Specialist (CTS®). Jeff is licensed in Life, Health, Long-Term Care and Variable Insurance.
Jeff’s designations from the College for Financial Planning and the Institute of Certified Fund Specialists, which require strict adherence to professional guidelines, affirm his commitment to ongoing education. In addition to empowering his clientele through continued learning, Jeff is dedicated to helping deliver customized solutions built to protect clients’ financial futures.
A Chicagoland native, Jeff is a double major graduate of the University of Illinois at Chicago with a BS in Finance and Economics. He and his wife Cathy live in St. Charles, IL. They enjoy spending quality time together, traveling, and exploring the great outdoors. Outside of the office, Jeff also enjoys keeping up with the advances in technology, NASCAR, golf and reading.
Michael Cirelli CTS®
As an advisor at SAI Financial, Inc., Michael Cirelli strives to help clients fulfill their overall financial needs through customized planning and insurance services. Since joining the firm, Michael has brought his passion for finance with a desire to help his clients achieve their financial goals in a timely and efficient manner.
Michael holds his Certified Tax Specialist (CTS®) and is currently completing study for the Certified Financial Planning™ accreditation, and holds his life and health insurance licenses. Michael earned his Bachelor’s degree in Economics from Illinois State University, where his entrepreneurial spirit excelled in structuring a successful equity portfolio including research and trading. This foundational experience taught Michael the value of risk management and showed him how to mitigate potential risks through various diversification and hedging strategies.
Today, at SAI Financial Services, Inc., he applies those principles by carefully researching the best options for his clients, striving to help achieve their financial goal to retire comfortably and with confidence. Michael frequently publishes finance-related articles for a variety of publications, asserting his commitment to client education on topics of retirement, insurance, tax strategy and more. Michael is currently licensed to conduct securities business in Alabama, Arizona, California, Connecticut, Florida, Georgia, Iowa, Illinois, Indiana, Massachusetts, Minnesota, Ohio, Pennsylvania, South Carolina, South Dakota, Texas, and Wyoming.
