Jeff Shafer Email & Phone Number

For the first 21 years of Jeff's professional career, he was active in the areas of Accounting and Finance. Beginning in 1992, he worked as an Auditor for Arthur Andersen. He later served in various senior Accounting and Finance roles at First Data Corp., most notably as Chief Financial Officer (CFO) of one of First Data’s subsidiaries and in a Head of Operations role for the same subsidiary.In 2013, Jeff joined McCrea Allen to apply his financial planning and analysis skills to an affluent clientele consisting primarily of business owners, senior corporate executives and professionals helping clients, grow, preserve, protect and transition family wealth.Jeff earned his Bachelor’s Degree in Accounting from Colorado State University. He is an snowmobiler and enjoys other outdoor activities such as hiking and camping. Jeff grew up in Denver and lives in Highlands Ranch with his wife, Kelly, and has two daughters.

Listed skills include Financial Planning, Investment Planning, Risk Management, Estate Planning, and 19 others.