Client Service Manager

Yesenia joined the Shaffer Capital team as our Client Service Manager in April of 2016. Her previous experiences in the financial industry include working for JPMorgan Chase and Morgan Stanley.

Yesenia is a 2012 graduate of Capital University where she received her Bachelor of Arts in Political Science. As of 2022, she successfully completed the College for Financial Planning course and earned her Financial Paraplanner Qualified Professional designation.





Business Development Representative

As the Business Development Representative for Shaffer Capital, Matt is responsible for finding and building new relationships for the firm.  Whether it’s an individual, or a business of any size, Matt takes pride in using his ability and skillset to develop an ever-evolving professional relationship with each of his clients.

Matt started out as an intern for Shaffer Capital and was later promoted to Wealth Management Associate.  After graduating with a Bachelor of Science in Business degree, Matt took a position as the Business Development Representative for Shaffer Capital.

Matt grew up in Westerville, attended St. Charles Preparatory School in Columbus and graduated from Otterbein University.  In his free time, Matt enjoys spending time with close friends and family, watching sports, and staying active with activities like fitness and martial arts.


Wealth Management Advisor

As a Wealth Management Adviser, Evan is responsible for building new relationships with clients and businesses. He provides tailored Wealth Management solutions to our individual and business clients. Evan also serves as the day-to-day contact for his clients’ inquiries related to investment advice.

Evan graduated from Miami University in May of 2021, with a Bachelor of Science in Business degree, with a major in Finance and a minor in Accounting.  Evan holds the Series 65 Investment Adviser Representative license as well as a Life and Health Insurance license. He is also a member of the Financial Planning Association. 

Evan grew up in Westerville, OH and attended Westerville Central High School. He enjoys playing and coaching the game of hockey, and is currently the assistant coach for Warcats Varsity Hockey team. Evan likes to spend his free time golfing and with his family.


Office Administrator

As the Office Administrator, Brian is responsible for a variety of tasks, including creating internal process documentation and workflows, maintaining the company website and social media accounts, coordinating with vendors, processing bills & expenses, and scheduling client financial review meetings.

Brian Morrissey joined Shaffer Capital in April 2022.  He began his career in the Information Technology sector, initially as a consultant at the Battelle Memorial Institute while finishing his undergrad degree.  After graduating, Brian was hired by an IT consulting firm as their Operations Administrator. He later joined the staff of a local cybersecurity startup, primarily assisting with office management and talent acquisition. 

Brian is a graduate of Ohio University, earning a Bachelor of Science degree in 2007.  He majored in Political Science with a minor in History.  Brian is a lifelong resident of Central Ohio and currently resides in Clintonville.  His personal interests include live music, film history, reading, camping, trivia, and watching Ohio State football.