About Us
Our Team
Dwight Schaefer
President
Dwight is the President and lead financial advisor of Schaefer Wealth Management, Inc. with over 33 years of experience in the financial services industry helping hundreds of clients protect and grow their wealth. 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 36 years are lifelong residents of Waterloo, IL and enjoy spending time on their adventures to Colorado, visiting family in Florida, and spending time with their grandchildren. Dwight has served on various boards in the community helping to guide the path for future generations in Waterloo, IL.
Cole Schaefer
Insurance Specialist
Cole 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 helping protect, grow and provide retirement income in a prudent manner. When Cole isn’t helping clients and learning from his father, he enjoys spending time with his friends and family and is a lifetime resident of Waterloo, IL.
Robin Delre
Client Service Manager
With more than 28 years of experience in office administration, 10 of those years in the financial services industry, Robin serves as the Client Service Manager. Taking pride in exceeding client service 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 resides in Red Bud, IL.
Investment Team
The following investment professionals are registered with Advisory Alpha, an independent registered investment advisor that we have partnered with to provide investment management resources, technology, and capability with the goal of best serving our valued clients.
Steve Osterink, Jr., CFA, CFP®, AIF
Steve Osterink, Sr.
Jon Lohr, CFA, CFP®
Nick Heinrich, CFA, CFP®