About Me

 

 

My name is Brian Schaeffer and I am a financial advisor in Chicago.  I graduated from University of Wisconsin-Madison in May, 2010 with a Bachelors of Science degree in Personal Finance.  In May of 2012 I graduated from a dual-degree masters program at Texas Tech University completing both an MBA and Master’s of Science in personal financial planning.

 

Currently I am a member of the Financial Planning Association (FPA) in Chicago and enjoy participating in the NexGen events.  Much of my free time is spent volunteering in the Boy Scouts as an associate section advisor in section C-7 for the Order of the Arrow.  Keeping involved with my undergraduate fraternity is also very important to me and I am an active board member of our alumni association.

 

My college days were filled with numerous activities.  Not only did I attend class, I worked as an intern all four years, started a t-shirt screening/embroidery business, was a driver in re-chartering an inactive fraternity on campus, was heavily involved in the Boy Scout program as both a youth leader and adult board member, and a mentor to a young boy through the Big Brothers program.

 

During all four college years, I held an internship at Ameriprise.  Under their guidance I obtained a Wisconsin Resident Insurance License for accident, life, and health insurance.  I took the Series 7 & 66 exams, obtained the designation as a Chartered Retirement Planning Counselor and worked my way up to the position of an Associate Financial Advisor in this practice.

 

During my sophomore year, I started a clothing screening/embroidery business.  I took orders for custom clothing jobs then ordered, produced, and delivered the finished product.  Not only did I work directly with clients, I learned all the behind the scenes bookkeeping that accompanies running a business by preparing invoices, monitoring expenses and receivables, preparing required tax returns, and paying bills.  I eventually want to own my own financial planning practice and this helped me to understand the mechanics of a small business.

 

As a freshman I set out to re-charter an inactive chapter of the Phi Kappa Sigma fraternity.  This involved recruiting members, establishing regular meetings, completing and submitting required documentation.  I led the group for three semesters as president and after two years we earned a charter from the national organization officially becoming the Alpha Theta chapter of the Phi Kappa Sigma Fraternity.  I stayed involved as an officer serving as treasurer, recruitment chairman and again as president during my final undergraduate semester.   I attended the national Men of Honor Program in 2008 as a participant and again in 2010 as a training facilitator.  I have continued my involvement on the chapter’s alumni association board of directors on the investment committee where we oversee the management of a substantial endowment, and I’m currently a member of the international fraternity’s judicial review committee.

 

Our fraternity focus is philanthropy.  We organized numerous fundraisers and donated thousands of dollars to charities, including Children’s HeartLink, a non-profit organization that aims to help children with congenital heart disease in developing nations.  As a founding father and past president I take great pride in watching our new members accept greater responsibility and embrace the values we established.

 

I have a long history of involvement with the Boy Scouts, which continued during college.  In my freshman year I was elected section chief by my peers, a position I held for three consecutive years.  I oversaw the operations of five lodges with responsibility to over 3,800 members in Wisconsin and northern Illinois.  In this role I was also a liaison between the youth national officers and the local leaders.  This gave me an opportunity to build critical communication skills as well as time management skills.  Overseeing a large area with commitments at both a national and regional level required a lot of travel.  I became a certified trainer for National Leadership Training and teaching at their leadership seminars was one of my favorite duties.  In addition to sharing my knowledge with others, I always learned something new.

 

I worked at our council’s camp in northern Wisconsin for many summers including three during college.  I worked my way up to camp director, a position I held the past two summers.  My responsibilities included managing and overseeing all day-to-day operations during the camp season, and also hiring and training our 25 person staff prior to the summer.  Working at Boy Scout camp was fun, but challenging as I transitioned to supervising people I had worked beside for many years.  Their success and the success of the camp reflected on me and my ability to lead.  This hands-on experience kept me busy with day-to-day duties that included keeping campers, leaders and staff members happy, healthy and safe while staying within a modest budget.

 

The summer of 2008, I experienced first-hand a very different kind of community service by doing conservation work through a partnership between the Boy Scouts and the U.S. Forest Service.  I spent just over ten weeks traveling to various national forests across the country with 43 other scouts to teach over 3,500 volunteers and lead them in conservation projects.  Each week we worked with a new set of volunteers supervising both their work and safety.  I feel fortunate to have spent this time in the wilderness and witness the most beautiful scenery in our country.

 

In addition to my other activities I joined the Big Brothers program in Madison.   Throughout my two years as a “big” I feel that I had a positive impact on my “little” and I believe he has many good memories of our time together.

 

Also during my college years, I was recognized by the Volunteer Council of Racine County for my time, talent, and experience shared with others as the winner of the Youth Volunteer of the year award.  In January 2007, I performed for the second time at Carnegie Hall in New York City as a member of the National Festival Orchestra.  I continued to share my music talent by joining a church handbell choir close to campus.

 

I thrive on challenge and hope the above demonstrates my initiative and motivation to excel.  I believe I have strong leadership qualities and lead by example.  I inherited a strong work ethic and a concern for our youth.

 

Interests and Awards

Competitive scholarship waiver, Texas Tech University, 2010, 2011

Dr. Neal Hosper’s Award runner-up, Phi Kappa Sigma International Fraternity, Undergraduate of the Year, 2010

Robert P. Petrowski Scholarship Award for Chapter Involvement, Phi Kappa Sigma International Fraternity, 2010

Joseph B. Moidl Scholarship Award for Leadership Excellence, Phi Kappa Sigma International Fraternity, 2010

Foundation Scholarship, Phi Kappa Sigma International Fraternity, 2009

Harlow S. Roby Award, Phi Kappa Sigma International Fraternity, Undergraduate of the Year, 2008

Hall/McElwain Merit Scholarship, National Eagle Scout Association, 2007

Fiat Scholarship for Academic Excellence, 2007

Member of the National Festival Orchestra, 2007

Racine County’s Youth Volunteer of the Year, 2007

Founder’s Award, Order of the Arrow, Boy Scouts of America, 2005

Vigil Honor, Order of the Arrow, Boy Scouts of America, 2005

Member of the National Wind Ensemble, 2005

Eagle Scout, Boy Scouts of America, 2004