Kevin Schafer, Financial Advisor

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

About Kevin

Deeply rooted in my family's values that true fulfillment in life comes through discipline, effort, faith and helping others, I embarked on my career at Edward Jones to build strong relationships with families, business owners and charities by helping them financially achieve what is most important to them.

My branch team of Julie Welch, Emily Cecil and Patrick Kolks focuses on client relationships. We begin with a deep understanding of what is most important to them, implementing our established process to help them achieve their goals, then partnering over long periods of time to help keep them on track. In collaboration...

Work History

  • Edward JonesMarch 2011 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Marian CollegeBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Skiing
  • Reading
  • Community Outreach

Team Members

  • Julie Welch
    Branch Office Administrator
    FPQP®
  • Patrick Kolks
    Branch Office Administrator
  • Emily Cecil
    Associate Financial Advisor

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

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