My introduction into the financial services world began after graduating from college with a bachelor's degree in finance and an MBA in corporate finance. Over the course of my career, I've worked as an employee benefits wholesaler, business owner, and wealth management advisor. Today, I offer a ...more

My introduction into the financial services world began after graduating from college with a bachelor's degree in finance and an MBA in corporate finance. Over the course of my career, I've worked as an employee benefits wholesaler, business owner, and wealth management advisor. Today, I offer a depth of experience addressing the complex wealth management needs of affluent individuals and families, business owners and retirement plan sponsors. These clients lead complex and dynamic lives and may not have the time or specialization that their finances require. Highly approachable and empathetic, I'm motivated by working with really smart people who realize that they need my help. The deep bonds I form with my clients are truly special to me and I enjoy helping them organize and simplify their financial lives to pursue their goals and objectives. My experiences working on both sides of the table as a business owner and in employee benefits, have enabled me to understand the critical role a well-designed retirement program can play in helping to attract and retain highly talented employees. Today's rapidly changing regulations and complex reporting requirements demand more time and care from retirement plan sponsors than ever before. I have significant retirement and benefit plan experience and can assist plan sponsors with plan assessment, construction of investment menus, plan asset oversight, and employee communication and education. About Me: • I live in North Texas with my family and when I'm not working you can probably find me on the golf course or at live music shows. • I'm an avid college and professional sports fan. I welcome your connection at 972.331.1314 or gscheufler@wealthpartnersalliance.com if you're looking for an advisor who enjoys spending time with you and your family and can help manage and simplify your financial affairs. Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Concurrent Investment Advisors, LLC d/b/a Wealth Partners Alliance are not affiliated companies.less