Jeffrey S. Scheithe CFP®, CFS®, CRFA®, CTS®
As President and CEO of SAI Financial Services, Inc., Jeff specializes in helping individuals and businesses strengthen their financial independence. With more than 40 years of experience in the financial services industry; Jeff provides tailored advice and strategies for all of life's stages. His expertise offers Retirement Guidance, College Planning, Investment Management*, and more.
A registered CERTIFIED FINANCIAL PROFESSIONAL™ (CFP®), Certified Fund Specialist (CFS®), Certified Retirement Financial Advisor (CRFA®), and Certified Tax Specialist (CTS®) 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.