Jay G. Shaffer

Jay G. Shaffer

Investment Adviser Representative

AREAS OF FOCUS

  • Life, disability, and long term care insurance
  • Investment and retirement planning, and college education funding
  • Employee group benefits including: health, dental, and vision; payroll-deducted voluntary insurance programs; group retirement plans, such as Simple IRA, 401(k), and SEP
  • Key person and business continuation planning
  • Executive compensation plans
  • Estate conservation
  • Individualized financial plans

 

PROFESSIONAL EXPERIENCE AND AWARDS

Director of Food and Beverage, Marriott Hotels 1972-1977

General Manager, Horn of Plenty Buffet Restaurants 1977-1992

Connecticut Mutual Life Insurance Company and G.R. Phelps, Inc. 1992-1994

National Life of Vermont Insurance Company and Equity Services, Inc. 1994-2005

Voya Financial, Inc. and Voya Financial Advisors, Inc. 2005-Present

Associate, DSF Wealth Management Group, LLC 2005-Present

President, Tri County Restaurant Association, Canton, Ohio

Food Service Chairman, Pro Football Hall of Fame Festival, Canton, Ohio

Member, National Association of Insurance and Financial Advisors

Associate of the Year, Pittsburgh Association of Life Underwriters

Qualifier, Million Dollar Roundtable

 

EDUCATION

Bachelor of Science Penn State University

 

CIVIC AND COMMUNITY ACTIVITIES

Member, Community Development Corporation of Butler County

Past Chairman, Butler County Chamber of Commerce Board of Directors

Vice Chairman of the Board, Specialty Outreach Services, a non-profit ministry serving the youth of Butler County

Coordinator, Butler Downtown Economic Restructuring Committee

Member, Butler County Tourism and Convention Bureau

Volunteer, Butler Bantam Jeep Parade Committee (Guinness World record holder, June 12, 2015)

Founding Member, Butler County Men of Faith

 

Jay and his wife, Lynn, reside in Butler, PA. They have two children, Bradley and Lindsey

 

Home Office:

422 North Main Street

Suite D

Butler, PA 16001

 

Phone 724-285-9700
Mobile Phone 724-822-6877