Sheila A Roesler, CFP®, CLU®, ChFC®, CASL®

Wealth Management Advisor

  • Office 317-558-5575
  • Mobile 260-348-1215

Professional

My energy, knowledge and passion help you identify and accomplish/assure your heart's desires: helping you get CLEAR & CONNECTED to your values and priorities, then, attending to these same priorities and values within your plan. 

Before I can appropriately suggest strategies best suited for you and your family or business, I need to get to know you. And, before you can feel comfortable with me, and openly sharing your finances and goals/dreams, you should know more about me!

Education

  • Bishop Luers High School
  • University of Notre Dame:  B.B.A. Finance

Professional Designations and Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) certificate
  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • Chartered Advisor Senior Living (CASL®)

Associations and Memberships

  • Ft. Wayne Estate Planning Council President 2005-6
  • Notre Dame Club of Ft. Wayne (Member & Past President), & Indianapolis (Member, & ND WomenConnect Committee Member)
  • Member of National Association of Insurance and Financial Advisors (NAIFA)

National Association of Insurance & Financial Advisors; Ft. Wayne Advisor of the Year:  2006

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck