Episode 28: Money, Aging, and 27 years of helping others with Scott and Preston Schaefer

Marilyn and co-host Dana talk with Scott and Preston Schaefer about how they've help people make financial plans for the future.

Scott Schaefer

LUTCF®, FIC, CKA® - Financial Consultant

Scott grew up in Edmond and still resides there with his wife of more than 30 years, Jacqueline. Through his 30 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.

Preston Schaefer

CLTC® - Financial Consultant

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, The Schaefer 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, Zoe.

To connect with Scott click here To connect with Preston click here