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Andrew Shaffer

CFP®

Client Relationship Manager

About Andrew Shaffer

Drew Shaffer joined Heritage Financial Consultants in January 2016 and has been a member of Tom Spray-Fry’s practice since May 2017. Drew focuses on delivering a superb experience, with the primary goal of developing strong, trusted relationships and providing efficient and effective service to all clients and customers.

Drew graduated from Towson University with a B.S. in Finance in 2017. He is a sports fanatic and enjoys playing golf, tennis, and basketball in his spare time.

Certifications
  • CERTIFIED FINANCIAL PLANNER practitioner (CFP®)
  • FINRA Series 7 and 66 registered
  • Life and Health insurance registered
Education
  • B.S., Towson University
  • American College of Financial Services
Community Involvement
  • Towson University Investment Group (Past President)

Andrew maintains his CFP® certification and only provides administrative services to LFA financial planners and professionals. While he is licensed as a registered representative of LFA, he acts in an administrative capacity and is not able to offer brokerage, investment advisory, or financial planning services directly to an LFA client.

 

CRN-4971868-092822

410-771-5676

410-785-0044

307 International Circle, Suite 390 Hunt Valley, MD 21030