As our Chief Investment Officer, Matt oversees the development and implementation of all financial strategies for each of the firm's individual and business clients. In his role as CEO, Matt is responsible for the creation and execution of our overall business strategy.  He is committed to ensuring that the proper resources are allocated to the people, research, and technology that allow us to provide the highest levels of advice and service to our clients.

From 1996 to 2001, Matt served as an Associate Vice President at Morgan Stanley in Columbus, Ohio. He then joined Smith Barney, holding the positions of Vice President of Wealth Management and Senior Investment Management Specialist. In May 2009, Matt and his wife, Tricia, founded Shaffer Capital.

Matt holds the respected Certified Financial Planner™ certification, which reflects his mastery of a broad range of financial planning topics. He also holds the Series 65 Investment Adviser Representative license.

In 1996 Matt earned a Bachelor of Science in Business degree, with a major in Finance and a minor in Economics, from Miami University, in Oxford, Ohio. In 2005, he graduated as class valedictorian from the Fisher College of Business at The Ohio State University with a Master of Business Administration degree. He is a member of the Financial Planning Association and the Honor Society of Phi Kappa Phi.

Matt is a native of Galena, Ohio, and continues to live in his hometown with his wife, Tricia, and their four children. His wide-ranging interests include watching soccer, listening to music, playing golf and fly-fishing.

Tricia heads our marketing efforts, a broad set of responsibilities that ranges from researching client needs to coordinating our educational and social events for clients. Those events include lectures, informal gatherings, sports outings and other activities.

Tricia’s professional experience includes serving as the Director of Research at Business Intelligence Associates in Columbus, Ohio. Her planning and organizational skills, strong work ethic and attention to detail contribute to the smooth overall operation of the firm and its responsive service to clients.

With her husband, Matt, Tricia founded Shaffer Capital in May of 2009.

Like Matt, she earned her Bachelor’s Degree from Miami University, in Oxford, Ohio, in 1996.

Tricia lives with Matt and their four children in Galena, Ohio. In her free time, Tricia enjoys reading, cooking, fitness and attending her children’s sports activities.

Will joined Shaffer Capital as a Wealth Management Advisor in January 2025. He works closely with the firm’s individual and business clients to help them pursue their financial goals through personalized investment management, comprehensive financial planning, and fiduciary guidance. Passionate about serving others, Will takes pride in helping clients navigate the wide range of financial decisions they face while building long-term relationships founded on trust, communication, and personal attention.  

A 2024 graduate of Ohio Northern University, Will earned a Bachelor of Science in Business Administration with majors in Finance and Marketing. He graduated Summa Cum Laude, finished first in his class within the James F. Dicke College of Business, and received the Department Medal in Finance. During his time at Ohio Northern, he served as a two-year captain of the men's soccer team and was an active member of the university’s Student Investment Group. Will holds the Series 65 Investment Adviser Representative license and is currently pursuing the Chartered Financial Analyst (CFA) designation. He is also an active member of the Financial Planning Association of Central Ohio.  

Originally from Galena, Ohio, Will enjoys an active lifestyle and can often be found playing soccer, golfing, hiking, or working out. A lifelong supporter of Manchester United, he remains passionate about the sport both playing and as a fan. Outside of work, he enjoys reading business and personal development books, exploring new places through travel, and spending quality time with family and friends. His favorite destinations include the U.S. Virgin Islands and the mountain regions of Wyoming and Idaho.

Andrew joined the firm as a Wealth Management Advisor in December 2025. He helps clients of Shaffer Capital navigate their financial decisions by building comprehensive financial plans, managing investment portfolios, and providing fiduciary advice. Andrew values transparency, trust, and communication in his business relationships.

Andrew graduated from Bowling Green State University in December 2025 with a Bachelor of Science in Business Administration. He majored in Finance, and achieved Magna Cum Laude honors. In addition to the classroom, Andrew served as captain of the men’s soccer team at Bowling Green, appearing in over 60 games. He now serves on the Emerging Leaders Advisory Council to the BGSU Schmidthorst College of Business. Andrew is also a member of the Financial Planning Association of central Ohio. Before college, Andrew graduated from Saint Francis DeSales High School in Columbus, Ohio.  

A lifelong Galena, Ohio resident, he enjoys being active and involved in the communities he is a part of. His favorite activities include golfing, playing soccer, flyfishing, and running. He also enjoys music and spending time with family and friends.

Alex joined Shaffer Capital as a Wealth Management Advisor in the spring of 2026. In his role, he works closely with the firm’s individual and business clients to help them pursue their financial goals through comprehensive financial planning and personalized investment management. He is dedicated to building lasting client relationships and is committed to delivering the personalized service and fiduciary guidance that are central to the firm's philosophy. 

Alex earned a Bachelor of Science in Business Administration degree, summa cum laude, from Ohio Northern University with majors in Finance and Marketing. While at Ohio Northern, he served as captain of the men's soccer team and was selected as the recipient of the university's prestigious Dicke Scholarship. He holds the Series 65 Investment Adviser Representative license. Alex is a member of the Financial Planning Association.

Alex is a native of Galena, Ohio. In his free time, he enjoys golf, reading, fitness, travel, and following sports. A passionate Arsenal FC supporter in the English Premier League and lifelong Ohio State fan, he enjoys keeping up with both teams throughout the year. He has had the opportunity to visit Rome, Athens, and Barcelona during his college years. Switzerland remains at the top of his travel bucket list. He hopes to one day attend an Arsenal match at Emirates Stadium in London. Above all, he values spending time with family and friends.

As the Director of Operations, Brian is responsible for a variety of tasks including establishing new client accounts, coordinating transfers, creating internal process documentation and workflows, maintaining the company website, processing bills & expenses, and scheduling portfolio review meetings. In his role as a Financial Paraplanner, Brian assists our clients in organizing their financial lives and helps to ensure that our advisors have all the information required to deliver great financial plans to our clients.

Brian 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, majoring in Political Science with a minor in History. As of 2023, he successfully completed the College for Financial Planning course and earned the Financial Paraplanner Qualified Professional designation.   Brian is a lifelong resident of Central Ohio and currently resides in north Columbus. His personal interests include film, music, reading, cooking, hiking, and watching Ohio State football.