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 priorities and values within your plan. 

Before I can suggest strategies optimally serving you and your family or business, I need to get to know you. And, to help you gain comfort with me, here's a bit about me:


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

Professional Designations and Certifications

  • 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)

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

Sheila A Roesler

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

Wealth Management Advisor


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