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 Series 7 and 66, along with 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 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 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.
As President and CEO of SAI Financial Services, Inc., 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 registered CERTIFIED FINANCIAL PROFESSIONAL™ (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 customized solutions built to protect clients' financial futures. Since founding SAI Financial Services, Inc., Jeff has firmly believed in building and maintaining strong client relationships across generations to 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 Illinois. Jeff and Cathy also have 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.
Jamice is a Client Service Associate for SAI Financial Services. She relies on her years of past experience in finance, accounting and auditing within the healthcare industry and applies that knowledge to problem solving and troubleshooting various matters for our firm. She utilizes her background in client case management to make her a more effective assistant that our Financial Advisors can rely on. She has a strong focus on building and maintaining relationships with our clients and assists them with account management and financial reporting.
Jamice earned her Bachelor’s Degree in Business Administration with an emphasis on healthcare management from Kaplan University. Her desire for knowledge and growth has her planning a return to school to complete her Master’s degree this year.
Jaclyn is the Office Manager at SAI Financial Services in addition to a Client Service and Marketing Associate. Graduate of Northern Illinois University with a Bachelors in Hospitality Management, she is well-versed in customer service practices, business operations, and event management. Previous from SAI Financial, Jaclyn came from a background in corporate retail, where she was in both buying and sales. Her corporate background and account management experience helps her excel at maintaining client relationships and monitoring our client’s accounts. She is passionate about growing SAI Financial Services and delivering the best possible service to our clients by providing support, developing relationships, and planning appreciation events.
Fiona is a Client Service Associate for SAI Financial Services. Originally from South Africa, she relies on her experience in corporate learning and development, organizational development, client relationship, account management and project management as well as her exposure to best practices in global leadership to support the SAI advisors and deliver a world class experience to clients. Fiona has a bachelor’s degree in business administration with a minor in Human Resources and Psychology. Additionally, she also has plans to acquire her master’s degree in the future. Fiona is passionate about the incredible value that financial advisors can provide to clients in helping them achieve their goals and always pushing them to be better.