Your Wealth Management Team

Our Mission

Our mission at Schadel Financial Group is to enable our clients to live their lives on their terms with confidence knowing they have a financial advisor to help keep them on track. We strive to build strong, long-lasting relationships and provide personalized, goal-based advice.

Our Vision and Values

At Schadel Financial Group, we start with financial planning and don’t solely focus on investments. We recognize that your life is unique, and that your financial plan should be too. We have seen a lot over the years, which provides us with a thorough grasp of the challenges you encounter.

Led by the President of Schadel Financial Group, financial advisor David Schadel, CFP®, CRPC®,* our vision is to help clients in pursing their financial goals alongside comprehending their own purpose, objectives, and values. Through our expertise, resources, and tools, we aim to empower you and encourage open communication to help you establish your objectives and ambitions.

Our practices follow the highest standards of professionalism and integrity, with transparency and clarity in a relationship built on trust. It is our goal to build long-lasting relationships with our clients and assist them in navigating through life’s changes.


Our Primary Purpose

Reflecting our dedication to improving lives, our vision goes beyond just providing financial expertise. We also volunteered on boards for Juvenile Diabetes Research Foundation and Crohn’s and Colitis, supporting causes we believe in.

Our goal is to make our clients' financial goals our goals so that they can focus on themselves, their families, and things that bring them joy. Our experience allows us to maintain our calm despite all of the anxiety and unpredictability that come all too frequently with working toward financial independence. We care for our clients’ finances so they don’t have to.


*CRPC conferred by College for Financial Planning.

Meet Your Wealth Management Team

David Schadel, CFP®, CRPC®

615-922-6788

david@schadelfg.com

David Schadel's mission is to establish long-term relationships with clients, taking the time to recognize the individuality of each client's financial journey and assisting them in navigating life's changes.

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Viri McMurray

Head of Client Services

615-922-6788

viri@schadelfg.com

With a BA in Early Childhood Education from Indian River State College, Viri has transitioned her passion for nurturing growth into the financial sector. As the Head of Client Services at Schadel Financial Group, she brings over 4...
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Evie O'Keefe

Marketing Consultant

evie.okeefe@lplfinancial.com

Evie has had a successful and varied marketing career beginning in 1998, ultimately leading through experience and growth to a position as marketing manager for a publisher and a successful freelancing career. Evie supports Schadel...

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Looking to learn more?

Ready to take the first step to a more confident financial future? Contact us below to book a complimentary consultation.

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