Henry Schaefer


I graduated from the University of Colorado at Boulder in May 2021 with my undergraduate degree in Accounting and Finance and my Masters in Taxation. I grew up in a household of Buffs, in fact, I am a third-generation graduate from the University and proud native of the state of Colorado.

I have always been a passionate problem solver with a knack for numbers, and growing up under the careful guidance of my father, Jeff, I established my first brokerage account at the age of 10. Over the years, I became drawn to the human aspect of investing – bringing life to the numbers through advice, insight and knowledge rightly applied.

I am currently working towards my CFP® certification, and hope to one day improve the lives of our clients through sound financial guidance.


University of Colorado, Boulder

  • B.S. in Business with a major in Finance
  • M.S. in Taxation
  • CFP®
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