Firm - Schaefer Financial Management

Our Firm

Schaefer Financial Management (SFM) was founded in 1987 as a privately owned, independent investment advisory firm. Our firm was built on the belief that clients are best served by working with a firm that maintains complete objectivity and focuses exclusively on your best interests. We work entirely on a "fee-only" basis to minimize any compensation-related conflicts of interest that would impair the advice we provide. SFM maintains no affiliation to any other firm or product provider and receives no indirect compensation.

Jeff Schaefer

Kirsten Hollander

Virginia Cleveland

Jerome Perkins

Becky Aardal

Lowell Hansen

Andrea Searle

Cathy Ogg

Ken Schaefer

Jeffrey Schaefer, CFP®

Jeffrey Schaefer founded SFM in 1989 to provide comprehensive financial planning, wealth management and investment advisory services to individuals and families. A second generation Colorado native, he graduated from the University of Colorado Boulder in 1986 with a BS in Finance. After earning the right to use the CFP® mark in 1988, Jeffrey returned to CU and completed an MS in Accounting with an emphasis in Taxation in 1990. Outside of work, he likes to play golf, skiing, bird hunting and enjoying the Colorado mountains with his wife and three children.

jeff_schaefer@schaeferfinancial.com

Kirsten Hollander, CFP®

Kirsten Hollander joined SFM in 2007 and works as a financial planner. Prior to SFM Kirsten worked for two financial planning firms, providing wealth management and investment advisory services to individuals. She also worked for Founders Funds in their call center and institutional marketing department, where she covered a nine state territory developing and managing institutional relationships. Kirsten graduated from Middlebury College in Vermont with a BA in Biology/Psychology in 1993. She earned the right to use the CFP® mark of distinction in 2003. She lives in Conifer with her family, where she enjoys skiing, running, cooking and coaching youth girls lacrosse.

kirsten_hollander@schaeferfinancial.com

Virginia Cleveland

Virginia Ogg joined SFM in 2016 as the director of trading and assistant account administrator. In 2012, she graduated summa cum laude with an interdisciplinary BA in Anthropology and Archaeology from the University of Northern Colorado. Virginia is also a violin teacher and musician, performing with local orchestras and ensembles. Practically a Colorado native, she enjoys hiking and doing archaeological fieldwork in the great outdoors.

virginia_cleveland@schaeferfinancial.com

Jerome Perkins, CFP®

Jerome Perkins joined SFM 2013 and works as a financial planner. He graduated with a BS/MS concurrent degree in Applied Mathematics with an emphasis in Finance and a minor in Economics from the University of Colorado. Jerome completed his CFP® certification in the beginning of 2016. While he grew up on the east coast, he moved to Colorado to run cross country for CU and has stayed to enjoy the outdoors in the stunning mountain scenery.

jerome_perkins@schaeferfinancial.com

Rebecca Aardal, CFP®

Becky Aardal joined Schaefer Financial Management in 1998 and is a financial planner. She graduated from Colorado State University in 1997 with a Bachelor of Science in Business Administration with an emphasis in finance. She earned the right to use the CFP® mark of distinction in 2007. Becky is a Colorado native, she and her husband Mark have three beautiful children and enjoy traveling.

becky_aardal@schaeferfinancial.com

Lowell Hansen, CFP®

Lowell Hansen joined SFM in 2004 and works as a Certified Financial Planner™ professional. Prior to joining SFM, Lowell worked in the institutional money management industry with Undiscovered Managers and Dreyfus/Founders Funds. Lowell earned a Bachelor of Science in Business with a concentration in Finance from the Colorado State University in 1986. When not working with clients, he enjoys hitting the ski slopes, golfing and spending time with his wife, daughter, and two sons.

lowell_hansen@schaeferfinancial.com

Andrea Searle, CFP®

Andrea Searle is a Certified Financial PlannerTM professional and has been employed at SFM since 2001. Prior to SFM, she was employed at Portfolio Management Consultants, Inc. as an investment analyst. Additionally, she has worked at Asset Management Group performing financial planning and portfolio management services and Arthur Andersen, LLP doing tax and financial planning, as well as preparing tax returns. Andrea graduated from the University of Colorado Boulder in 1994 with a Bachelor of Science in Business Administration, with an emphasis in Accounting. Andrea moved from Illinois to Colorado shortly after she was born, and is as close to a Colorado native as one can get. She enjoys spending time with her husband and four daughters.

andrea_searle@schaeferfinancial.com

Cathy Ogg

Cathy Ogg joined Schaefer Financial Management in February of 2006. Cathy is the director of client services and account administration. She received her B.S. in Environmental Economics from Rutgers University in 1981. She enjoys hiking, gardening, and treasures her time with her grown children and extended family.

cathy_ogg@schaeferfinancial.com

Ken Schaefer

Ken Schaefer started with SFM in 2006. As Chief Compliance Officer, he handles much of the firm's internal accounting and administrative functions . Ken spent the majority of his career in the financial services industry, most recently as an Associate Director of the National Association of Securities Dealers, Inc. Prior to that time he was a Financial Principal for a Denver-based securities broker/dealer. After graduating from college he was a Certified Public Accountant with Haskins & Sells. He graduated from the University of Colorado Boulder with a B.S. in Business with a major in Accounting. Ken and his wife Marilyn enjoy spending time with their two married sons, their wives and three grandchildren, all of whom live in the Denver area.

ken_schaefer@schaeferfinancial.com