Heather Schaen

Tel: (302) 543-5585

Heather Schaen

Client Experience Director


Often the first smile you will see will be mine when you enter the office at Wheeler Financial. I oversee all non-advisory client account matters by diligently managing our team’s service models encompassing the aspects of daily administration and communication. I work closely with our team and our clients to ensure all our processes and planning are carried out smoothly and with a personal touch.

A graduate of the University of Delaware with a Bachelor’s Degree in Education, and a Master’s Degree in Administrative Leadership. I have been a math teacher, middle school teacher, and served on the Kennett Consolidated School Board of Directors for over 12 years as personnel chair, finance member, and President. I love learning and enjoy helping others to live their best life.

As an outdoor enthusiast, I enjoy hiking, biking, running, skiing, watching lacrosse, and spending time on the water. My husband and I have 3 daughters and we enjoy watching them play collegiate lacrosse and spending time together.