Licenses and Certiļ¬cations:
- Certified Public Accountant
- Life Underwriting Training Council Fellow (LUTCF)
- Chartered Advisor in Philanthropy (CAP®)
- 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: DC, DE, FL, GA, NJ, NC, PA.
- Insurance Licensed in: CO, IN, MA, MD, MO, MI, NY, TX, WV.
- Securities Licensed in: KY, NE, SC, UT.
Education:
Bachelor of Science – Pennsylvania State University, Class of '86
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
- PA Society of Tax & Accounting Professionals - Member
- 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 - Member
- Philanthropy International