When you work with us, you’re not just a client—you’re family.

Schaefer Financial Group

Schaefer Financial Group is more than a team of people with financial expertise, we’re a family that is determined to help meet your needs and serve you as one of our own. We understand it can be difficult to ask for help with your finances, and that’s why we keep our circle tight-knit and strive to provide objective and transparent guidance that’s in line with your goals and values.  


With more than 40 years of combined experience, Schaefer Financial Group can bring clarity to where you are today while helping you confidently plan for all of your tomorrows. We are committed to working just as hard for your family as we do for our own. Give us a call today to learn more about how we can help you on your financial journey. 

Team Intro

Schaefer Financial Group is more than a team of people with financial expertise, we’re a family that is determined to help meet your needs and serve you as one of our own. We understand it can be difficult to ask for help with your finances, and that’s why we keep our circle tight-knit and strive to provide objective and transparent guidance that’s in line with your goals and values.  


With more than 40 years of combined experience, Schaefer Financial Group can bring clarity to where you are today while helping you confidently plan for all of your tomorrows. We are committed to working just as hard for your family as we do for our own. Give us a call today to learn more about how we can help you on your financial journey. 

Our story

In some ways, Thrivent has always been a part of Scott Schaefer’s life. He remembers his parents being members of Association for Lutherans (AAL) when he was young, which later merged with Lutheran Brotherhood to become Thrivent. Scott even recalls AAL sponsoring events at his church while he was growing up.  

three men and one woman in professional clothing

Our team

Preston Schaefer

Preston Schaefer

CLTC®

Financial Consultant

Scott Schaefer

Scott Schaefer

LUTCF®, FIC, CKA®

Financial Consultant

Zoe Schaefer

Zoe Schaefer

Office Manager

Christopher Porter

Christopher Porter

Office Professional

How we work with you

The Schaefer Financial Group is dedicated to delivering the customized strategies and attentive service you deserve. When you work with us, the experience is as much about helping you fulfill your values and sense of purpose as it is about achieving your financial objectives.  


We are committed to working just as hard for your family as we do our own!  

two men and one woman in office talking

Our solutions

Tax Efficiency Planning

It’s not always about how much you make, it’s about how much you keep.

Family & Estate Planning

Preserving your goals for future generations.

Investment Management

We define success as increasing the probability of meeting your financial goals.

About Thrivent

How we’re different

Whether it’s their faith, families or communities, many Thrivent clients use their finances for something bigger than money. Watch one client’s story and get inspired to follow your heart with Thrivent.

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Office information

A photo of our office

Operating Hours:

M – F: 9 a.m. – 5 p.m.