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"If A coach wrote out a plan to help an athlete become better before next season and sent it home with him, what are the chances he would be in the same place next year?
Similarly, wealth planning operates under the same principle. My role entails coaching each client to help them reach their goals rather than merely drafting an elaborate plan and letting them proceed independently." 
-Brittani Schaefer
Brittani C. Schaefer, CFP<sup>&#174;</sup>, ChFC<sup>&#174;</sup><br/>

Brittani C. Schaefer, CFP®, ChFC®

  • President & CEO of Cooper Tower Wealth
  • Certified Financial Planning Practitioner (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • StrongHer Money® Ambassador
  • Builds strategic wealth plans with clients by understanding their challenges, opportunities & motivations
  • Works across all financial service areas including wealth management, investments, retirement, estate planning & more

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Amie Sheputis&#160;

Amie Sheputis 

  • Executive Assistant
  • Client Services Manager of Cooper Tower Wealth
  • Acts as the central point of contact for all investor activities
  • Guides clients through complex confidential transactions
  • Provides clients with the support they need to reach their wealth success

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