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.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
CERTIFIED FINANCIAL PLANNER™ professional
Randy Shaffer is a Registered Representative and Investment Advisory Representative with FSC Securities Corporation where he offers securities and investment advisory services. FSC Securities is one of the largest independent...
Mary has been in the insurance services industry for over 30 years; she genuinely cares about her clients and strives to provide the best advice and service to everyone she meets. She specializes in Medicare products including Medicare...
Born and raised in the Crawford County area, Doug is a graduate of Linesville High School and has a B.A. in Economics from Allegheny College. He is insurance licensed in Health and Accident, Life and Fixed Annuities, along with his...
Erin Depew is insurance licensed in Health and Accident, Life and Fixed Annuities. She has worked for Funkhouser Shaffer Financial since 2006. She enjoys playing softball and...
Kristin Pustelak is insurance licensed in Health and Accident, Life and Fixed Annuities. She has lived in the Conneaut Lake/Linesville area most of her life and is a graduate of Linesville High School. She enjoys spending her time with...
*Not registered with FSC Securities Corporation
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.