F. Chris Scheller
President, CEO and Chairman

Investment Advisor Representative

Registered Representative with SagePoint Financial

Phone: 503-297-5288 ext. 103
Fax: 503-291-0211
Mobile: 503-860-0703
Email: chriss@schellerfinancialservices.com

Biography

President and founder of Scheller Financial Services, Inc.  Chris is a graduate of Pacific University with a Bachelor of Arts degree in Business.  He has securities registrations for series 6,7,22,24,53,62,63, and 65 and is registered in all 50 states, as well as insurance licenses for Life, Health and Disability in the states of Oregon, Washington and California.  In addition, he is an Investment Advisor Representative through Scheller Financial Services, Inc. a fully registered investment advisory firm doing business primarily in the states of Oregon and Washington.  Chris also does business through SagePoint Financial, Inc. as a Registered Representative.

In addition to starting a number of other successful companies in the retail, financial services and lending industries, Chris also is married to Kathy, who is Vice President, Secretary and Treasurer of Scheller Financial Services, Inc.,  His son Ryan graduated from the University of Maryland with a degree in Economics and a Masters degree in Business.  He is currently working in the Washington DC  area.  Chris's daughter Kinsey is a graduate of the University of Oregon in Eugene, Oregon.  After working full time as a teacher's aid with Catlin Gable School in Portland, Oregon, Kinsey is now enrolled the the Masters Program for elementary education with the University of Portland.  She plans on obtaining a full time teaching position soon after her graduation. 

Chris recently retired after nearly 24 years as the Principal Timpanist for the Beaverton Chamber Symphony.  Other designations and interests include being a licensed pilot, (Single Engine-Land as well as Rotorcraft-Helicopter); licensed advanced scuba diver (PADI certified); amateur history buff with a focus on American history (American Civil War) as well as general interests in physics, science and archeology. 

Kathy Scheller
Senior Vice President, Secretary and Treasurer

Phone: 503-297-5288
Fax: 503-291-0211
 

Kathy Scheller is not registered with SagePoint Financial, Inc.

Biography

Kathy is Vice President, Secretary and Treasurer of Scheller Financial Services, Inc..  She manages the daily accounting and accounts payable for the company and is instrumental in the daily operations of the entire organization.

Kathy has an extensive background in the areas of account management from her years with the US Forest Service.  In working with the US Forest Service she was involved in the areas of timber sale contracting as well as actually participating in the fighting of many  forest fires.  She is experienced with the timber industry in another way as well, by being one of the first women lumber trader in the State of Oregon.

In addition to her duties with Scheller Financial Services, Kathy also is a Graduate Gemologist (GG) through the Gemological Institute of America (GIA).  She is the owner of The Gem Quarry, which is a newly formed business which offers high quality Quartz Crystal minerals and other gems, to businesses and individuals.  Her web site is WWW.GEMQUARRY.COM. 

Kathy enjoys reading (true crime books), weaving, wool spinning and other fiber related activities, when she is not pampering her 2002 Corvette and husband.

Both Kathy and Chris enjoy traveling to warm and interesting places, a special spot for both being Bora Bora.  Sometimes our travel is even business related to locales pertaining to the securities and investment advisory industry, or the gem industry.

Pat Harris
Investment Advisor Representative

Registered Representative with SagePoint Financial, Inc.

Phone: 503-297-5288 ext. 106
Fax: 503-291-0211
Email: path@schellerfinancialservices.com

Biography

Pat is a native Oregonian, entering the financial services industry in 1982. He holds multiple registrations and licenses in the Securities and Insurance industry, including the Registered Principal registration.

He helped form Scheller, Harris and Associates (Scheller, Harris and Associates is a registered dba of Scheller Financial Services. Inc.). Although his formal education is in electronic engineering, his true passion for helping others, led him to the Financial Services industry.

When not working, you can find him on the Willamette and Columbia Rivers pursuing Smallmouth bass, which to him is more an addiction, than a passion. Pat also has an extensive collection of fine guitars and enjoys playing them in his spare time. He is also a licensed pilot.

John van Gelderen
Investment Advisor Representative

Registered Representative with SagePoint Financial, Inc.

Phone: 503-297-5288 ext. 110
Fax: 503-291-0211
Email: jvg@schellerfinancialservices.com

Biography

John was born in The Hague, The Netherlands. He immigrated to the USA with his parents in 1959. He was raised in Salt Lake City, and graduated from the University of Utah with a bachelors’ degree in 1977.

John moved to the Portland area in 1978. He worked at Portland State University until he found his calling in the financial services industry in 1987 He began his career at Waddell and Reed Inc. and worked under Chris Scheller, who was a Division Manager W&R Inc. at the time. In the spring of 2004 John re-established his association with Mr. Scheller by joining Scheller Financial Services.

After successfully passing the series 65 exam, John is now very pleased to be able to offer his financial advising talents on a fee-based investment platform as well as using the traditional approach.

John is an Investment Advisor Representative with Scheller Financial Services and feels strongly that his relationships with clients should stand the test of time. He feels that by spending more time getting acquainted with his clients, he will be able to gain a better understanding of the client’s goals and objectives. Once this process is done, and then he feels confident that his financial recommendations meet the client’s needs and comfort level.

John has a grown son who lives in Portland. John likes to cook and enjoys working in his flower and vegetable gardens.

Frank Goulard
Registered Representative with SagePoint Financial, Inc.

Phone: 503-699-1903
Fax: 503-291-0211
Email: frankg@schellerfinancialservices.com

Biography

Raised in Indiana, Frank moved to Oregon in 1978 to teach in a rural elementary school outside of Astoria. He earned two bachelors degrees, from Colorado State and Purdue Universities, then a Masters Degree in Education from Oregon State University in 1981.

In addition to his SagePoint Financial Registered Representative work, Frank is a full-time Mathematics Faculty member and department chair at Portland Community College, Sylvania Campus, where he began in 1981. Education and financial planning were always keen interests of Frank, so he pursued and obtained his Series 7 registration in 1984. As a dedicated Registered Representative, he has always enjoyed helping folks with their financial needs and goals, regardless of income or assets.

Frank is a long-time triathlon competitor and top age group finisher. He has completed 10 Ironman Triathlons, including the Hawaii Ironman, and 3 Boston Marathons. He also competes each October at the Huntsman World Senior Games where he has won gold medals in cycling, triathlon, and road runs. Frank is married with three adult children.

Walter Denkers
Investment Advisor Representative, Registered Representative with Sagepoint Financial, Inc.

Phone: 503-249-3981
Fax: 503-291-0211
Mobile: 503-329-7667
Email: wdenkers@sagepointadvisor.com

Emiliano Alonso
Investment Advisor Representative

Registered Representative with SagePoint Financial, Inc.

Phone: 503-297-5288 ext. 109
Fax: 503-291-0211
Email: emiliano@sfsria.com
 

Emiliano Alonso is an Investment Advisor Representative through Scheller Financial Services, Inc., as well as being a Registerd Representative through SagePoint Financial. Emiliano has securities registrations for series 7 and series 66 in various states, as well as insurance licenses for Life, Health, and Variable Lines in Oregon, Texas and Virginia.

Emiliano got his first taste of the investment industry working as a sales assistant for a Chicago Broker/Dealer.  After attending The College of DuPage in Glen Ellyn, IL, Emiliano moved to Dallas/Fort Worth to pursue a career in the financial services industry. There he learned the importance of dedication and commitment to his clients.  Over the years he has gained extensive experience in investment and retirement planning services and uses this knowledge to help his clients achieve their investment goals. 

In 2008 he moved to Portland to be closer to family.  Married to his childhood best friend, Stacey, they have two young boys, Julian and Isaac. Stacey is the owner/Director of Education at Aprende Con Amigos Preschool Academy, a Spanish Immersion preschool www.aprendeconamigos.com . Together, they work to instill the love of learning and benefit of being bilingual to their children. Emiliano is a consummate family man, dedicating all of his free time to his wife and boys. Together they enjoy exploring the Pacific Northwest, cooking, gardening, biking, fine arts, and music.

Darle Dudley
Office Manager/Operations Manager

Phone: 503-297-5288 ext. 108
Fax: 503-291-0211
Email: darled@schellerfinancialservices.com

Biography

Darle is a graduate of Western Oregon University with a Bachelor of Science Degree in Business Finance with a minor in Economics.

Prior to pursuing his degree, Darle started his own business as a contractor. He built a successful business through hard work and attention to detail. His desire to pursue higher education, led him to cut back his day-to-day operation of the business while he attended Western Oregon University.

After graduation, Darle decided to pursue a career in financial services where he used his skills to help people with their investments and financial planning. He joined SagePoint Financial, Inc and Scheller Financial in the summer of 2004 and holds a series 6 and 63 registration. 

Darle accepted a position as Operations Assistant to help Scheller Financial Services in November of 2005. His hard work and attention to detail lead Chris Scheller to promote him to Operations Manager in March of 2007.

Darle is married to his beautiful wife Lynsay, who is currently pursuing her degree in Nursing at Portland Community College. She also works full time for Pacific Oncology’s Cancer Center. She plans to graduate spring of 2010, and hopes to specialize in OBGYN.

Darle loves to Scuba Dive and is also a PADI & SSI certified. He has volunteered at the Oregon Coast Aquarium in Newport as an Animal Husbandry Diver since 2000. In his free time, he and Lynsay enjoy traveling, cooking, camping, and snowboarding.

Josh Planton
Processing Assistant

Phone: 503-297-5288 ext. 104
Fax: 503-291-0211, 360-314-2620
Email: josh@sfsria.com

Josh Planton is not registered with SagePoint Financial, Inc.

Amy Fullwiler
Sales & Marketing Assistant

Phone: 503-297-5288 ext. 105
Fax: 503-291-0211, 360-314-2620
Email: amy@sfsria.com

Amy Fullwiler is not registered with SagePoint Financial, Inc

Samantha (Sam) Padgett
Technical Assistant

Phone: 503-297-5288 ext. 111
Fax: 503-291-0211, 360-314-2620
Email: spadgett@usii.biz

Sam Padgett is not registered with SagePoint Financial, Inc.

Sam overlooks many of the technological tasks, such as: keeping computer records up to date; maintaining web-sites and e-mail; managing electronic correspondence; organizing electronic files; retrieving statements and sending them as needed; printing reports and statistics; and handles any questions pertaining to anything and everything online.

Sam is currently a student with Senior standing at WSU-Vancouver where she is studying for a Bachelor's of Science in Biology in order to eventually gain her Masters in Biosciences and research Medicine. Before joining U.S. Investors International in 2007, she attended Clark College in the Running Start program while being enrolled at Mountain View High School simultaneously.

Sam then became a part of the Scheller Financial Services team in 2011. She travels between our Portland and Vancouver office to assist both Chris Scheller and Craig Lewelling.

Born and raised in Vancouver, Washington, Sam cherishes time spent with her family, friends, and dogs. She loves to explore the Pacific Northwest and enjoys being active, including hiking anywhere in the Columbia Gorge.