James Shaffer

Jim has been a trusted financial advisor since 2014 and values his relationships with his clients and the trust they place in him. As a leader and educator in the commercial construction industry for over 40 years, Jim realized the people he worked with had very little knowledge of retirement planning. This led to him blending his experience to become a financial advisor. 

Jim is dedicated to helping clients better understand how to properly plan for and meet their financial goals. He is passionate about helping educate friends, families, coworkers, and many others to be best prepared for all that life brings throughout their financial future. In addition to serving in this industry, Jim also enjoys hiking, car rides on the back roads of Pennsylvania, and spending quality time with his wife and family.