Meet the Team

Gregory L. Schaffer

CEO, President
Chief Investment Officer
CERTIFIED FINANCIAL PLANNER™-CFP®
Registered Financial Consultant-RFC®
Registered Investment Advisor Schaffer & Company Asset Management, Inc.
Real Estate Broker, REALTOR®
Life, Health Accident, Variable Life, Variable Annuity Agent
Internal Revenue Service-Registered Tax Return Preparer
New York State Department of Taxation & Finance Tax Preparer
Professional Trustee
Professional Executor
Notary Public

Mr.

Kelly R. Schaffer

Executive Vice President of The Gregory L. Schaffer Insurance Agency, Inc.
NYS Licensed Property & Casualty Broker & Agent
NYS Licensed Life, Accident & Health Agent
Notary Public

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

David M. Cocuzzi

Executive Vice President of Beacon of Light Financial Services, Inc.
Chief Compliance Officer
Senior Accountant
IRS Tax Professional - PTIN #P01705768
NYS Tax Preparer Registration #12002585
Professional Trustee
Notary Public

Mr. David M. Cocuzzi Joined The Gregory L.

Ryan Czamara

Investment Adviser Representative
NYS Licensed Life, Accident and Health Broker

Ryan has recently joined our firm and is an Investment Adviser Representative and also a NYS Licensed Life, Accident and Health Broker. He also has accounting, social media and marketing experience.

Theresa E. Furness

NYS Licensed Property & Casualty Broker & Agent
NYS Licensed Life, Accident and Health Agent
Notary Public

Theresa joined The Gregory L. Schaffer Companies as their executive administrative assistant in 2011.