About Us
Brendan Schafer II
Certified Public Accountant, Registered Representative, and Investment Advisor Representative
After more than a decade in corporate accounting and financial consulting, I joined my father at Schafer Financial Services in the fall of 2023. I saw this as a tremendous opportunity to work alongside my dad and grow the business that he started. In addition to my securities and insurance producer licenses, I hold my CPA license. Blending these skillsets enables me to offer clients comprehensive financial solutions that integrate tax-efficient strategies, risk mitigation, and long-term investment planning.
Born and raised in Northwest Indiana, I reside in Crown Point with my wife, Katie, and two sons. Outside of work, I enjoy spending time with family and friends, playing golf, and watching sports. I am an avid Chicago Bears and Indiana Hoosiers fan—and, fun fact, I spent time working for both teams while pursuing my undergraduate degree at IU.
Brendan Schafer
Registered Representative
With over four decades of experience in financial services, I have dedicated my career to helping individuals and families build, protect, and preserve their wealth. I began my career in the insurance industry in 1981. By 1990, I was promoted from agent to sales manager where I led and mentored successful sales teams. In 2005, I expanded my expertise to managing client investment portfolios, providing tailored strategies designed to align with their financial goals. In 2010, I added tax preparation to my skillset, offering clients a comprehensive approach that integrates tax efficiency with long-term wealth management. My commitment is to deliver personalized guidance, ensuring clients make informed decisions to secure their financial future.