Why We’re Different

Dan Butler began in the securities industry in 1989 and joined Raymond James Financial Services, Inc. in 1994.

Dan focuses on his personalized design of individual financial plans using asset allocation modeling, cash flow analysis, and risk tolerance profiles to assist high-net-worth individuals in the formulation of a customized plan designed to endure multiple financial cycles. He often works with corporate executives in assisting them with planning for exercising non-qualified (NQO) and incentive stock options (ISO). He is in the National Center for Employee Ownership resource guide as a consultant. Dan conducts educational seminars on long-term financial planning, retirement planning, stock options, and insurance planning.

Dan is a graduate of West Chester University. He and his family reside in West Chester and he remains active in church, educational and local volunteering efforts.

Jenn has been serving the clients of Butler Financial since 2007. She is a Wealth Manager on our team specializing in full-service financial planning and wealth management.

She works with a wide range of clients and appreciates the complexities that come with people in varying stages of their respective financial journeys. From accumulation to tax-efficient cash flow strategies, she enjoys it all!

She obtained her CFP® designation in 2019.

She is the acting Treasurer of the Fund for Women. Through collective philanthropy, the Fund for
Women invests and advocates to empower women and girls in Delaware to achieve their
potential.

She is a proud alumna of the University of Delaware Blue Hens and Padua Academy Pandas.

She lives in North Wilmington with her husband, Brandon, two boys and her mini-bernedoodle, Zoe. You can catch her reading the latest non-fiction or around town checking out the newest local restaurant. She is also an avid Philadelphia Sports fan – Go Birds!

Mike has spent the last 5 years assisting individuals in constructing long-range financial plans and learning about wealth management. Much of his practice has been spent working with educators, State employees, and others in the nonprofit arena to ensure a consistently higher standard of service and overall financial education.

Mike began his career as an educator following graduation from the University of Delaware. He later obtained his Master’s Degree in Education from Wilmington University. After working in the Delaware public school system for 5 years as a teacher; he changed career paths and became a licensed financial advisor. He continues to educate, but now to educators themselves. Mike has developed presentations designed to instruct individuals about investments and planning strategies, and to keep his existing clients informed of our rapidly changing industry, diminishing pensions, and changes in social security.

By using an evaluative process with clients to establish where they are now, where they want to go, and identifying the various gaps along the way; he’s been able to guide clients and their families through their financial lives across the many stages of life.

Renée provides quality client services with many years of experience. She is able to assist with all questions and concerns pertaining to client statements, account transfers, paperwork, money movement, and any other service-related matter. She is also the primary point of contact for scheduling meetings with Dan. She supports our team with the design, implementation and improvement of Raymond James processes and systems that will further assist in effective account management.

Renée enjoys spending time with her husband, three daughters, and their dogs – George and Luna. She loves to cook – her specialty is homemade sauce and meatballs for family Sunday dinners. She resides in Landenberg, Pennsylvania.

Welcome Heather Schaen to the Butler Financial Team!

Heather is a welcome addition to our team and will be the lead for Business Development, while
also assisting with Client Service duties. She has spent the last several years expanding her
knowledge within Raymond James as a client services and marketing professional. She also
has an extensive background in Administrative Leadership.

Heather obtained her branch professional training at Raymond James Financial Services
headquarters in St. Petersburg, Florida.  She will be the lead contact for all business
development opportunities. Heather will also ensure that all client communication is delivered
consistently with a personal touch. Above all, she will ensure that all processes and systems
are working to enhance the overall client experience at Butler Financial.

Heather is an avid outdoor enthusiast. She enjoys hiking, biking, boating, tennis, paddle and
pickle ball with her husband, Dave. They have three daughters – Kristin, and twins, Jennifer,
and Morgan.