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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Charles Schlegel IV, CFP®

CERTIFIED FINANCIAL PLANNER®, Director Of Operations

570-415-3100

570-415-3039

schlegelc@ceteranetworks.com

Charles joined the Schlegel Financial Group team in October of 2018 as a Financial Advisor and Director of Operations with 5 years of experience in the financial services industry. Previously, he was the Operations Manager at Bernard R...
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Jocelyn Schlegel

Director of Client Relations

570-415-3100

570-415-3039

schlegelj@ceteranetworks.com

Jocelyn joined the Schlegel Financial Group team in May of 2015 directly after graduating from Kutztown University. While studying at Kutztown, she earned a bachelors degree in Communication Studies and minors in Women's and Gender...
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Charles Schlegel III

CEO and Founder

570-415-3100

570-415-3039

charles.schlegel@ceteranetworks.com

Chuck started his financial services career in January of 1985. He has vast experience in different facets of the business including, life, disability, and property and casualty insurance. Chuck is a 1983 graduate of Bloomsburg...
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Tressa Downs

Client Services Associate

570-415-3100

570-415-3039

downst@ceteranetworks.com

Tressa began working for Schlegel Financial as a Client Services Associate in May of 2022. Before becoming part of our team, she worked for over 16 years in public housing administration.As a Client Service Associate, Tressa is here to...
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