Our Story
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.  

 After graduating from college, Scott sold real estate in California for a while until finding out his mom had terminal cancer. He then moved back to Oklahoma, and a few months later sat in on a meeting with his dad and an AAL representative about his parents’ estate. The representative saw potential in Scott and encouraged him to join the AAL team.  

Scott began working for AAL in 1991 and never looked back. This career has been a natural fit for him, as he loves building long-term relationships with clients and helping them make the most of all they’ve been given.  

In 2016, Scott’s son, Preston, graduated from college and began working with him. Together, they built The Schaefer Financial Group. Like his father, Preston finds helping clients to be extremely fulfilling and is dedicated to delivering the customized strategies and attentive service they deserve.  

The Schaefer Financial Group is rounded out by Preston’s wife, Zoe, who serves as the office manager and marketing coordinator and Chris Porter who serves as our office professional. Forming close relationships with clients is so important to this team because of their desire to help others like they would their own family.  

We look forward to getting to know you and your family and hope we get the opportunity to help you bring your financial goals and dreams to fruition. 

Schaefer Financial Group our story image 1
Preston Schaefer
Preston SchaeferFinancial ConsultantCLTC®

Preston grew up in Edmond and now resides down the road from his childhood home with his wife, Zoe. Soon after graduating from the University of Oklahoma in 2016 with a degree in economics, he started working with his father, Scott. Together they built their team, Schaefer Financial Group. Over the years, Preston has helped educate clients on how to be wise with money and work toward their financial goals.  

In his spare time, you can find Preston on the golf course, in the stands at an OU football game, or traveling with his wife. 

Specialties: Investment management and Dedicated Planning Services 

Scott Schaefer
Scott SchaeferFinancial ConsultantLUTCF®, FIC, CKA®

Scott grew up in Edmond and still resides there with his wife of more than 30 years, Jacqueline. Through his 30-plus years of experience working for Thrivent, Scott has helped his clients be wise with money, live generously and protect themselves and their loved ones from the unexpected.  

Over the years, Scott has received many awards for his hard work. He was inducted into the Hall of Fame* at Thrivent in 2012 and reached the highest honor in our organization, Hall of Fame Legends**, in 2022. The Hall of Fame and Hall of Fame Legends celebrate financial professionals’ long-term commitment to our organization and their consistent, successful performance.  

In his free time, Scott 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. Scott has also been a member of his local Bible Study Fellowship for more than 15 years.  

*Hall of Fame represents long-term commitment to our organization with consistent performance. Financial advisors and professionals qualify for Hall of Fame by achieving at least 20 years of service, a consistent level of production, and having a favorable compliance history. This recognition does not evaluate the quality of services/advice provided to clients and is not indicative the financial advisor or professionals future performance. 

**Hall of Fame Legends represent those Hall of Fame members who continue their dedication to our members since induction into the Thrivent Hall of Fame. To qualify as a Legend, a financial advisor or professional must reach 30 years of service, maintain a consistent level of production, and have a favorable compliance history. This recognition does not evaluate the quality of services/advice provided to clients and is not indicative of the financial advisor or professionals future performance. 

Specialties: Tax efficiency and estate planning strategies 

Zoe Schaefer
Zoe SchaeferOffice Manager

Zoe is our office manager and marketing coordinator, and her role includes overseeing office operations, providing clients with timely news and insights and ensuring our clients receive the best possible service. 

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

Specialties: Operations oversight and marketing 

Christopher Porter
Christopher PorterOffice Professional

Christopher Porter is the Office Professional for the Schaefer Group at Thrivent. Chris’ role covers a lot of ground including handling customer service requests, scheduling appointments and directly supporting Scott and Preston. 

Chris was born in Ada and raised in McAlester, Oklahoma. After graduating from McAlester High School in 2005, he moved to OKC where he would work in the publishing industry for 16 years. When he isn't in the office assisting clients, he enjoys listening to podcasts, researching history, gaming and spending time with his family. 

Specialty: Client services 

Edmond Location
1616 E 19th St Ste 101
Edmond, OK 73013
Phone405-348-2371Fax405-348-1619HoursMonday – Thursday: 9:00 a.m. to 5:00 p.m. Friday: 9:00 a.m. to 3 p.m.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 405-348-2371

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations