Henry Schaefer


I earned my undergraduate degree in Accounting and Finance, along with a Master’s in Taxation, from the University of Colorado at Boulder in May 2021. Hailing from a family deeply rooted in Buff’s tradition, I proudly continue the legacy as a third-generation graduate and a native of the picturesque 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.

As a CFP®, I take pride in assisting clients of all ages to achieve their financial goals. Whether it’s planning for the future, navigating investment strategies, or addressing unique financial challenges, I am dedicated to helping individuals and families build a secure and prosperous future.


University of Colorado, Boulder

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