Heather Schaen

Tel: (302) 543-5585

Heather Schaen

Client Services Manager


The smile you will see first will be mine when you enter Wheeler Financial on any given day.  I oversee all non-advisory client account matters, and I consider it my job to make things run smoothly with an added personal touch. Listening and learning to discover what clients need and ensuring requests are carried out in a friendly efficient manner is most important to me.   

A graduate from the University of Delaware with a Bachelors’ Degree in Education, and a Master’s Degree in Administrative Leadership. I have been a math teacher, and an administrative leader for over 20 years.   I love learning and love to help motivate people to live their best life.

In my free time, I enjoy photography, reading, and cooking.  My husband and I have 3 daughters and we all enjoy skiing together, biking, hiking, and watching or playing lacrosse.