Our Team

Jeffrey S. Scheithe, CFP®, CFS®, CRFA®

President and CEO

Schedule an Appointment Online with Jeff

As President and CEO of SAI Financial Services, Inc., Jeff Scheithe specializes in helping individuals and businesses strengthen their financial independence. With over 35 years of experience in the financial services industry, Jeff focuses on providing tailored advice and strategies for all of lifes stages, including Retirement Guidance, College Planning, Investment Management, and more.

 

A registered Certified Financial Planner™ (CFP®), Certified Fund Specialist (CFS®), and Certified Retirement Financial Advisor (CRFA®), Jeff also holds his Series 7, 22, 63 & 65 licenses. As an investment advisor and registered representative with Woodbury Financial Services, he 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 individuals customized solutions built to protect their financial futures. Since founding SAI Financial Services, Inc., Jeff has firmly believed in building and maintaining strong client relationships across generations inspire the most lasting rewards.

 

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 with their two daughters, Jessica and Jaclyn. 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

Financial Advisor

Schedule an Appointment Online with Michael

As an advisor at SAI Financial, Inc., Michael Cirelli strives to help clients fulfill their overall financial needs through customized investment management and insurance services. Since joining the firm, Michael has brought his passion for finance to help clients achieve their financial goals in a timely and efficient manner. In addition to his visionary talent for planning, Michael utilizes cutting-edge technology to more effectively help clients understand the markets, their financial plan and investment portfolios.

 

Michael is currently completing study for the Certified Financial Planning™ accreditation, and holds his FINRA Series 7 and 66, along with his life and health insurance licenses. Michael earned his Bachelors 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 investment 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 Paukstis, MBA

Financial Advisor

With over 25 years of investment management experience, Michael Paukstis has helped provide institutional and retail clients with comprehensive investment and retirement planning strategies. As an Investment Advisor Representative, he is responsible for recommending Mutual Funds, Stocks, Bonds and ETFs based on the unique needs and risk profile of each client. For individuals and business associates of all backgrounds, Michael helps build custom financial strategies designed to help clients live the life theyve imagined.

A graduate of Loyola University with an MBA in Finance and Economics, Michael brings his knowledge and experience to helping clients identify and achieve both their financial and life goals. Above all, he strives to understand his clients most important objectives and then construct investment programs that make them a reality. He and his wife live in Naperville with their two sons and daughter. Outside of the office, Michael enjoys spending time with his family and coaching his sons football, hockey, and lacrosse teams.

Kathie Gudauskas, RP®

Registered Assistant/Para Planner

Kathie joined SAI Financial in 2015 as a Registered Assistant/Para Planner - RP®  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.

Anthony Archer

Client Administration Co-Manager

Anthony has been with SAI Financial Services, Inc. for over six years. As the Client Administration Co-Manager, his responsibilities include all aspects of opening new accounts for the advisory team along with providing ongoing client support.

Not affiliate with Woodbury Financial.

Eileen Brownworth

Client Relations Marketing Associate

Eileen joined SAI Financial Services, Inc., in January, 2017. Eileen has over 20 years of experience in client relationship management and business development in financial services, including advisory services, commercial real estate, insurance, and banking.  She credits honesty, integrity, and follow-through as key attributes to her successful career.

Eileen earned a Bachelor’s Degree in Communications from Roosevelt University in Chicago, IL , is a Chicago native and resides in the western suburbs. 

Catherine Collins

Receptionist

As our receptionist, Catherine greets clients and visitors, confirms all client appointments and assists with marketing program design and distribution.

Not affiliate with Woodbury Financial.