Broker Check

Diana Scheel CLU®, ChFC®, FLMI®

Let's Connect

Let's Connect

Phone: (210) 384-5386

Fax: (210) 257-6466

Email: dscheel@financialguide.com

LinkedIn 


Professional

As a financial advisor with M&T Financial Partners, Diana's specialty is addressing the unique needs of individuals and their families when planning and moving into retirement with creative strategies to make sure they don’t outlive their money. Her first job was as an administrative assistant for a life insurance agent... who knew that would be the beginning of a career continuing over 40 years! Diana is a believer in knowing your profession, and she holds the designations of CLU®, ChFC® and FLMI®.


Many of Diana's clients wondered if they had enough money saved for retirement. Would their hard-earned savings generate enough income to last the rest of their lives?  Which accounts should they use first? Will there be any legacy left for their heirs? Diana helps address the questions that keep her clients up at night.  


Diana's personal experience with changing jobs and planning for her future has given her insight into what her clients are facing. Diana was a Vice-President at USAA and had a 30-year career at that company, which ended abruptly due to downsizing. She was then forced into financial planning she had not done before, which gave her the knowledge and actual experience she needed to help others in similar situations.  


Diana feels fortunate to have been highlighted in several industry publications, like the San Antonio Express News, San Antonio Business Journal, Life Insurance Selling, and National Underwriter. 


Most importantly, since Diana operates under a fiduciary standard of care, her recommendations are based on her client's interests and needs.

Be still and know that I am God.

Psalm 46:10

Personal

Diana was born and raised in San Antonio. She holds a degree in Management from Texas State University where she graduated Summa Cum Laude. Diana and her husband, Gary, have been married for over 50 years and have been blessed with three beautiful grandchildren.  
 
Outside of the office, you can find Diana spending time with her family, participating in the grandchildren’s activities, and taking orders from her two cats. Many people don’t know, but Diana and her husband were named as main characters in a Murder She Wrote Novel involving a murder on a train (and no, they didn’t do it!).  

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