Licenses and Certifications:
- Certified Public Accountant
- Life Underwriting Training Council Fellow
- Chartered Advisor in Philanthropy
- Life and Health Insurance Agent
- Series 6 Investment Company Products/Variable Contracts Limited Representative
- Series 7 General Securities Representative
- Series 63 Uniform Securities Agent State Law Examination
- Series 65 Uniform Investment Advisor
- Investment Advisor Representative
- Insurance and Securities Licensed In: Colorado, Delaware, Florida, Georgia, New Jersey, North Carolina, Oklahoma, Pennsylvania, West Virginia and Texas
- Insurance Licensed in: Colorado, Michigan
- Securities Licensed in: Utah
Education:
- Bachelor of Science – Pennsylvania State University
- Graduated May 1986
Professional History:
- 1847Financial – Senior Partner (2013 – present)
- Independence Planning Group – Partner (2003 – 2013)
- Craig J. Schafer and Company CPA – Owner (1991 – present)
- Deloitte & Touche (1987 – 1991)
- Maille, Falconiero and Company (1986 – 1987)
Past and Present Professional Organizations and Committees:
- American Institute of Certified Public Accountants
- DeSales University President’s Council
- Dream Come True
- Estate Planning Council of the Lehigh Valley – Board Member
- Brian Dawkins and Jeremiah Trotter Burn Prevention Foundation Golf Tournament Committee Co-Chairman
- KidsPeace Golf Tournament Committee Member
- Kiwanis Club of Trexlertown – Past President
- March of Dimes
- Million Dollar Roundtable
- Pennsylvania Institute of Certified Public Accountants
- Philanthropy International