Our Team

gschaffer@gregoryschaffer.com
585-621-3300 Ext 111 585-563-8626 Direct

Mr. Schaffer is the Chief Investment Officer, a Certified Financial Planner, a Registered Financial Consultant, an expert in taxation with 41 years’ experience, licensed in all forms of insurance, has been a real estate broker for 40 years. He also is a Professional Trustee & Executor providing services to protect the primarily the elderly and children. As Gregory is licensed in many areas, his day primarily consists of managing client’s assets.

Mr. Schaffer has owned and operated several other companies and has extensive banking, mortgage, and construction experience. Mr. Schaffer believes that being skilled in all areas of a person’s financial life is critical for successful planning. His practice is designed to be more like a “Financial Doctor” for his clients.

Gregory has a passion for helping people, protecting them from making mistakes and you can tell he genuinely cares about his clients, it shows as all the Gregory L. Schaffer Companies for the last 41 years have had a perfect customer record with all governmental agencies.

One of his strengths is retirement planning, making his clients dollars last as long as possible with superior risk management, tax planning and precise counsel as he has been around to see his thousands of clients go through retirement including all the different phases of life.

Gregory is a member of First Bible Baptist Church in Hilton and attends 1122 Church in Jacksonville, FL. He believes in giving back and supports numerous ministries, military organizations, charities and local events for raising funds to help others.

Mr. Schaffer in his down time enjoys his family, photography, gourmet cooking, mountain biking, yachting, and travel.

Professional Designations, Licenses & Corporate Officer Positions

CERTIFIED FINANCIAL PLANNER™-CFP® Authorized by the Certified Financial Planner Board of Standards Registration #115958

Registered Investment Advisor Schaffer & Company Asset Management, Inc. Registered with the Securities Exchange Commission FINRA CRD # 138463

Real Estate Broker, Licensed in New York State, License #10311202434

Life, Health Accident, Variable Life, Variable Annuity Agent-Corporate Licensed in New York State, License #LA-1045198

Internal Revenue Service-2025 ASFP Registered Tax Return Preparer PTIN #P00062977

New York State Department of Taxation & Finance Tax Preparer Registration #11039535

Professional Trustee Serving entire United States

Professional Executor Services Serving New York State

Notary Public Registered in New York State, Registration #01SC4838699

Chief Executive Officer-CEO, Chief Investment Officer, President of Schaffer & Company Asset Management, Inc.

Chief Executive Officer-CEO, President of Beacon of Light Wealth Preservation, Inc.

Chief Executive Officer-CEO, President of The Gregory L. Schaffer Insurance Agency, Inc.

Chief Executive Officer-CEO, President of Beacon of Light Financial Services, Inc. and its subsidiaries; Schaffer & Company Financial Services, Schaffer Accounting & Tax Services, Gregory Lee Schaffer Photography, Beacon of Light Realty USA

Chief Executive Officer-CEO, President of Vigilant Patriot Arms Company, Inc.

kschaffer@gregoryschaffer.com
585-621-3300 Ext 121 585-563-8551 Direct

Kelly is the Executive Vice-President of Insurance division of The Gregory L. Schaffer Companies known as The Gregory L. Schaffer Insurance Agency, Inc.

Kelly has been practicing insurance for over 34 years and is licensed in all forms of insurance. Her expertise is extensive in all areas and she brings to each client the ability to properly assess risk and make recommendations to protect her client’s assets and future.

As an Independent Agency, she represents over 30 major insurance carriers and all forms of insurance. Her clients across New York State can count on Kelly for unbiased advice on risk management, all forms of insurance and employee benefits. Kelly tailors solutions unique to the needs of each company, organization, and individuals.

When Kelly is not counseling her clients, she enjoys working out, running road races including being an avid participant in Tough Mudder and Spartan Races. She also loves to garden, bicycling, tennis, gourmet cooking and travel.

dcocuzzi@gregoryschaffer.com
585-621-3300 Ext 181 585-563-8536 Direct

Mr. David M. Cocuzzi Joined The Gregory L. Schaffer Companies in 2013 after graduating from SUNY Brockport with both a Bachelor’s and Master’s degree in Accounting.

David worked quickly to become a strong advocate for clients in all areas of taxation and finance and to David’s advanced skill set and work ethic, he was promoted in April of 2015 in addition to his Accountant role to become the Chief Compliance Officer for the Investment Advisory division know as Schaffer & Company Asset Management, Inc. He was also appointed as a professional trustee for the trust unit of Beacon of Light Wealth Preservation, Inc.

David has a true passion for empowering clients to be successful by educating them and providing expertise in each area of their financial needs.

When David is not enhancing his clients’ stewardship, he is an avid concert goer, drummer in multiple bands and he has tremendous enthusiasm for all thing music. Hockey, cooking, and travel are some of his other personal interests.

tfurness@gregoryschaffer.com
585-621-3300 Ext 171 585-563-8538 Direct

Theresa joined The Gregory L. Schaffer Companies as their executive administrative assistant in 2011. After four years of developing an understanding of the client base, as well as the operations of the company prepared her for her next move.  She reinstated her New York State insurance agent’s license and began her current position with The Gregory L. Schaffer Insurance Co. as personal lines account manager providing exceptional service to each client.

Theresa attended State University of New York at SUNY Brockport and began her career in the insurance field back in 1989 as a customer service representative for a local State Farm agency.  After 9 years growing her insurance skills and serving her customers with professionalism and care, she then left the work force to begin what is her greatest joy…her family for 12 years as a stay-at-home mom.

Theresa enjoys pleasing the staff with her incredible baking skills so there are desserts in the kitchen frequently.