About Us

Gregory B. Schaeffer – CLU, CSA, ChFC, LUTCF…Almost a 40-year veteran in financial consulting; and a grandfather dedicated to leaving a legacy for his family.

Greg began his career in 1974 as he followed in his father’s (Bruce Schaeffer) footsteps in the finance industry.  They worked together until Bruce retired from his successful career in 1987.  Greg continues his life-long learning in the finance field and carried on his family’s tradition into the third generation when his oldest daughter, Kristi, integrated into the business full time in 1999.  Greg is securities-licensed in Wisconsin and Illinois, as well as several additional states.  He brings a diverse educational and professional background to the industry and prides himself on his professionalism and integrity.  It is that knowledge and integrity which has helped him earn many prestigious industry awards including being a Life and Qualifying Member of MDRT (Million Dollar Round Table).

Greg’s client profile includes individuals in or near retirement who want to increase income and avoid probate as well as business owners where his expertise provides unique programs in the area of employee benefits.

Greg and his bride, Diane, live in Kenosha, Wisconsin, and are parents of Kristi, twins Tricia and Stacey, and Troy.  They are very proud grandparents of Daniel, Grace, Jacob, Clara, Connor and Addison.  Greg stays active in many community and worldwide organizations and in his church.  He has been past president of Lord of Life Lutheran Church and Toastmasters International Club 5454 along with serving on boards and in leadership roles of many other civic organizations.  Recreationally, he enjoys spending time with family and friends, reading and golfing.

Kristi L. Schaeffer – CSA: Experienced, expert registered rep; and a wife and mother who knows the challenges of managing a household and a career.

Kristi Schaeffer, Vice President of the firm is the 3rd generation of Schaeffer’s in the financial services business.  A UW-Whitewater business graduate of marketing and recreation management, Kristi is a Certified Senior Advisor.  She has been licensed and actively practicing since 1999, following a sports marketing career.  Kristi and her husband Dan Kleutsch reside in Kenosha with their three children.  Kristi is securities licensed in Wisconsin and Illinois, and various additional states as needed, in addition to life, health, disability and long term care insurance licenses.  Her community involvement of past and present includes leadership roles such as President and golf co-chair of Wisconsin Women Entrepreneurs.  Her industry associations include:  National Association of Insurance and Financial Advisors, Leadership Kenosha, Toastmasters International, Business Networking International, WWBIC Advisory Council.  Community involvements include:  Girl Scout Council of Kenosha, Lord of Life Sunday School, Junior Achievement, Kenosha Women’s Network, Meals on Wheels and additional charitable organizations.

Edward M. Burnett: Expert registered representative; and husband and father of young children who understands life’s unfortunate mishaps.

Ed has been a student of the business for many years and has been a tremendous asset and addition to our firm since joining our team as a licensed Broker and Life/Health Insurance Producer in 2009.  Prior to joining the firm as an Advisor, Ed enjoyed a wonderful career as a Professional Pilot for a Fortune 500 company based in the Chicago area.  A life-long resident of Kenosha, Ed is married to his Bradford High School sweetheart and has three children – two boys and one little girl.  As a member of the Boy Scouts of America, Ed earned the rank of Eagle Scout in his youth and he values his involvement in Scouting and looks forward to the day when his kids are interested.  Currently Ed is actively involved in his family & church and currently serving on Pastoral Council at St. Anne’s Catholic in Pleasant Prairie.  Ed is professionally involved with Meals on Wheels, Business Networking International (BNI) – currently serving the Kenosha Founders Chapter as Education Coordinator, and Toastmasters International – formerly VP Education.