Who We Are
Dwight Schaefer
President
Dwight is the President and lead financial advisor of Schaefer Wealth Management Inc. He received his bachelor’s degree in Business Administration from Southeast Missouri State University. He also has an associate degree in Political Science.
Dwight has over 36 years of experience in the financial services industry, helping hundreds of Missourians protect and grow their wealth. You may have also heard him on KSDK’s “Show Me St. Louis.”
Assisting his clients through their retirement journey, Dwight takes a hands-on, attentive approach to each client’s situation to fully understand their goals and objectives. Being a fiduciary, Dwight is committed to sound financial advice using retirement solutions that align with his client’s financial journey.
Dwight and his wife of over 40 years are lifelong residents of Waterloo, Ill., and enjoy adventures to Colorado, visiting family in Florida, and spending time with their grandchildren. Dwight has also served on various boards in the community—such as the Waterloo Chamber of Commerce, the Waterloo Community Unit School District #5 Board of Education, Waterloo Sports Association Board, and Foundation for Excellence in Education Board—helping to guide the path for future generations in Waterloo, Ill.
Dwight J. Schaefer, Registered Investment Advisor*
•President, Schaefer Wealth Management, Inc.
•Over 36 years of experience helping people plan and enjoy their retirement
•B.S. in Business Administration from Southeast Missouri State University
•Member of the Waterloo Chamber of Commerce
•Life-long resident of Waterloo
•Married 40years (Debbie), 2 children (Teryn and Cole)
•Former member of the Waterloo Community Unit School District #5 Board
of Education (12 years), Waterloo Sports Association Board, and
Foundation for Excellence in Education Board
*Registration does not imply a certain level of skill or training.
Cole Schaefer
Financial Services Analyst
Cole was born and raised in Waterloo, IL and obtained his bachelor’s degree in Sports Management from William Woods University. He joined Schaefer Wealth Management in 2019 to work alongside his father and follow in his footsteps.
Working closely with clients to craft and deliver custom-tailored financial planning solutions, Cole’s experience as an insurance specialist brings a wide array of knowledge to clients’ financial lives. He helps them protect, grow and secure retirement income in a prudent manner.
When Cole isn’t helping clients and picking up tips from his father, he enjoys spending time with his friends and family. He has been a lifetime resident of Waterloo, Ill.
Cole Schaefer, Financial Services Analyst
•Member of the staff since August 2019
•BS in Sports Management/Business from William Woods University
•Life-long resident of Waterloo
Robin Delre
Client Service Manager
With more than 30 years of experience in office administration, Robin serves as the Client Services Manager and has been with Schaefer Wealth Management since July 2012.
Taking pride in exceeding client expectations, Robin believes good client service is not only about
solving problems, but making sure clients know she is there to answer any questions or assist in
any way. Her passion for developing close relationships with each of the firm’s clients, combined
with her organizational skills and attention to detail, make her a vital team member.
Robin Delre, Client Services Manager
•Member of the staff since July 2012
•Over 30 years of experience in office administration
•Associate’s Degree in Political Science.
•Resident of Red Bud since 1988
MISSION STATEMENT
Schaefer Wealth Management, Inc. is committed to act as the Chief Financial Officer to a select group of families and business owners, to provide to them financial clarity, solutions, communication,and service, which allows them the time to focus on the things they care about most.