What happens when an aspiring engineer pivots to become a financial leader?
Join us for a captivating conversation with Marc Shaffer, the financial planner, CFO, and owner behind Searcy Financial Services and Allos Investment Advisors. Marc shares his transformative journey from engineering student at K-State to discovering his passion for financial planning, thanks to a chance meeting with an advisor during college. We also explore the critical role that staying connected and being open to career pivots play in professional growth, and how Marc's companies foster an environment that supports both personal and professional evolution. It's not just about the numbers; it’s about the connections.
Additionally, we discuss our heartfelt commitment to giving back through organizations like Rotary, Growing Futures, and the Leukemia and Lymphoma Society.
Marc is a financial planning expert dedicated to helping families achieve generational financial continuity through strategic goal setting and monitoring. He is CFO and owner of Searcy Financial. Living in Overland Park, Kansas, with his wife Bridgette and their two children, Grant and Emily, Marc is deeply involved in his community. He actively mentors through the Kansas City Chapter of the Financial Planning Association and serves on various boards.
Marc has completed multiple half marathons and BikeMS events and enjoys hiking globally. His leadership and service roles include extensive contributions to the Overland Park South Rotary Club, Kansas City Centurions Leadership Program, and Kansas State University, where he has been recognized for his professional and philanthropic efforts.
Connect with Marc at:
https://www.linkedin.com/in/marcshaffer/
https://www.facebook.com/marc.shaffer/
https://twitter.com/MarcCShaffer
https://www.instagram.com/mcshaffer1113/
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Theme music by Emma Jo https://emmajo.rocks/
