The Schaefer Investment Group of Wells Fargo Advisors is a team of financial professionals in San Franciscos Financial District. We work with domestic and international high-net-worth clients with a concentration on technology executives. Our goal is to develop generational relationships with clients and their families, and put their money to work where we believe it will be treated the best. I joined Kevin Schaefer, Financial Advisor, and his team at Wells Fargo Advisors in November of 2019 after starting my financial career with Merrill Lynch Wealth Management in their Associate Financial Advisor Development Program. Prior to joining the workforce I graduated with a B.S. in Finance from the University of Kansas, where I became a third generation KU graduate. As an undergrad I had the opportunity to serve as an analyst for the Applied Portfolio Management Program, joining an elite group of students in managing a portion of the Universitys Endowment Fund. As a member of the San Francisco community I have made it a point to take advantage of the plethora of amenities at my fingertips. I enjoy biking through the Marin Headlands, running through Golden Gate Park, playing golf at the Olympic Club, and seeing the Giants play at Oracle Park. Community Service and philanthropy have always been a part of my life, donating both time and money to Hilarity for Charity, the Alzheimers Association, The American Cancer Society, and The ALS Association. My desire to give back has led me to membership at San Franciscos Rotary Club where I sit on the Youth Outreach Committee. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, IN, MA, MD, MI, MO, NH, NJ, NV, NY, OH, OR, PA, RI, TN, TX, WA only. CA Insurance License Number: 4007034 