Creg V Shaffer
Investment Adviser
Creg holds a master's degree in Economics from Iowa State University (1992). He began his career at the Kansas City and Minneapolis Federal Reserve Banks, working in regional economic research and gaining experience in research, market analysis, banking, financial management, planning and financial controls.
He later worked at Deloitte & Touche in management consulting, focusing on financial metrics, executive decision-making, and the use of technology to unlock key performance metrics out of large corporate data warehouse and ERP systems.
In 2006, Creg transitioned from work in large corporate management consulting roles to providing wealth management and financial planning services for individuals. In 2012, he founded his own firm purpose-built for complete independence. Today, he leverages his decades of experience and commitment to objectivity to ensure his clients receive advice that is both uncompromised and uniquely tailored to their needs.
Creg lives in the Lake Tahoe area with his family where he grew up. He volunteers as a camp director for local youth, organizing outdoor programs centered on problem solving, team building, and communication.
Investment Philosophy
“Success requires discipline over emotion and patience over impulse. I prioritize cash-rich companies with sustainable competitive advantages, applying fundamental economic principles to identify value. Every portfolio decision balances opportunity with protection, because preserving wealth matters as much as growing it.”