About Schaefer Group

The Schaefer Group isn’t an office full of people you meet just once or twice. We’re here to make sure the financial guidance process is based on your goals and values. You’ll get to know the whole team as you schedule your appointments, build and implement a plan, call with questions, attend our social events, lead a Thrivent Action Team and introduce us to your friends and family. We’ll help you make decisions around your insurance, investing and retirement planning needs by getting to know what really matters to you. We see money as a tool, not a goal, and through this lens can accomplish more in bringing you real satisfaction.

Preston Schaefer

Preston Schaefer

CLTC®

Preston Schaefer is a Financial Consultant for Thrivent, a Fortune 500 financial services organization. Preston grew up in Edmond and now resides right down the road in OKC with his wife, Zoe. Preston graduated from the University of Oklahoma in May of 2016 with a degree in Economics and started working with his father, Scott Schaefer. Together they have built their team, The Schaefer Group. Through his 7 years of experience working with Thrivent and many years of mentorship from his father, Preston has helped educate his clients on being wise with money and has helped them achieve their financial goals. When Preston isn’t helping his clients, you can find him on the golf course, in the stands at an OU Football game, or traveling with his wife.

Title

Financial Consultant

State(s) Licensed
AR Insurance Lic. #17285460 , KS, NE, OK, PA, TN, TX,
Website
https://connect.thrivent.com/preston-schaefer
Phone
405-348-2371
Scott Schaefer

Scott Schaefer

LUTCF®, FIC, CKA®

Scott Schaefer is a financial consultant for Thrivent, a Fortune 500 financial services organization. Scott grew up in Edmond and still resides there with his wife of over 30 years, Jacqueline. Through his 29 years of experience working with Thrivent, Scott has helped enable his clients to be wise with money and live generously, while helping to protect them against the unexpected. Over the years Scott has received many awards for his persistent work. His biggest honor came in 2012 when he was inducted into the Hall of Fame at Thrivent. Hall of Fame represents long-term commitment to our organization with consistent, successful performance. Financial Professionals qualify for Hall of Fame by achieving at least 20 years of service and by meeting performance goals. When Scott isn’t helping his clients, he enjoys playing golf with his sons Preston and Zac, traveling with his wife, and spending time at their lake house on Table Rock Lake in Missouri. He has been involved in Bible Study Fellowship for over 15 years. He also serves as President of Villages OKC a not for profit organization in Oklahoma City.

Title

Financial Consultant

State(s) Licensed
AR Insurance Lic. #3213704 , FL, IN, KS, NE, OK, PA, TX,
Website
https://connect.thrivent.com/scott-schaefer
Phone
405-348-2371
Zoe Schaefer

Zoe Schaefer

Zoe Schaefer is the Office Manager and Marketing Coordinator for the Schaefer Group at Thrivent. Born and raised in Durant, Oklahoma, she brings the small town hospitality we all love to our team. She graduated from the University of Oklahoma in 2019 and is a huge football fan. In her spare time she loves traveling with her husband Preston, attending concerts, and spending time with their two dogs, Luna and Lenny.

Title

Office Manager

    Rachel Willard

    Rachel Willard

    Rachel Willard is the Insurance Office Professional for the Schaefer Group at Thrivent. Rachel was born and raised in Dallas, Texas and graduated from the University of Oklahoma in 2019. When she isn't in the office assisting clients, she enjoys hanging out with friends, going to concerts, listening to music, and exploring new restaurants in OKC.

    Title

    Office Professional