Brooke & Schafer, LLC offers experience you can trust. We have been advising individuals and small business owners since 1978. We create retirement plans, offer customized financial advice, and manage portfolios for a relatively small, but highly valued, list of clients. Our fee-based business model is designed with the best interests of our clients in mind. While we will never be a Wall Street giant, our business has access to financial industry leaders that allow our clients to benefit from the full spectrum of financial products found in today’s complex marketplace. In fact, it is the size of our firm which enables Brooke & Schafer to offer unbiased customized financial solutions while maintaining the personal face-to-face service our clients deserve.
Our mission is to enhance our clients’ financial situations as an independent, team-oriented financial advisory firm specializing in custom, client-based solutions.
James Fritz Schafer – President
Fritz graduated from the University of Cincinnati, earning a Bachelor of Science in Business Administration degree with a major in finance. He joined Brooke & Schafer after graduation and has over 25 years experience in the financial services industry, all with Brooke & Schafer. Fritz is a Certified Financial Planner™ professional and currently holds FINRA Series 7, 24, and 63 securities licenses, in addition to life, health, and disability insurance licenses in the states of Ohio and Georgia. Fritz has four children.
Christopher Schafer – Investment Advisor Representative
Chris graduated from The Ohio State University with a Bachelor of Science degree with a major in marketing. He joined Brooke & Schafer in 2010, and oversees the Atlanta branch. He works closely with high net-worth individuals, executives, retirement plan sponsors, and plan participants to help educate them on plan design, fiduciary support, and retirement gap analysis. Chris believes a quality retirement plan will attract and retain valuable employees and increase the retirement readiness of plan participants.
Chris currently holds FINRA Series 7 and 66 securities licenses, in addition to life, health, disability, and variable products licenses in Georgia. Chris enjoys spending time with his friends and family – including his 13 nieces and nephews – traveling, golfing, and renovating his house.