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Matthew E. Shaffer, MBA, CFP® | Patricia L. Shaffer | Staff | Raymond James  

Patricia L. Shaffer

Vice President, Shaffer Capital
Director of Marketing
patricia.shaffer@shaffercapitalllc.com

Patricia L. Shaffer
A Cincinnati native, Tricia was director of research for Business Intelligence Associates in Columbus, Ohio, before she joined her husband, Matt, as part of the Shaffer Capital team. Like Matt, she earned her bachelor’s degree from Miami University in Oxford, Ohio.

Tricia’s planning and organizational skills equip her well for her role in the firm. Her responsibilities include coordinating educational and social events for clients, including lectures, informal gatherings, sports events and other activities. She also monitors trends in the financial services marketplace and manages the firm’s marketing efforts. Her strong work ethic and attention to detail contribute to the smooth overall operation of the firm and its responsive service to clients.

Tricia lives with Matt and their four children in Galena, Ohio, where she and her family are members of St. Paul Parish and The Columbus Metropolitan Club.

550 Polaris Parkway, Suite 540 | Westerville, OH 43082 | Phone: 614-891-1200 | Toll-Free: 877-891-1213 | Fax: 614-891-7360 | E-mail: info@shaffercapitalllc.com | Map
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Planning and advisory services are offered through Shaffer Capital Advisers, LLC., a Registered Investment Adviser and subsidiary
of Shaffer Capital, LLC., which are independent entities from Raymond James Financial Services, Inc.

Raymond James financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC.