Meet the Team

Gregory L. Schaffer

CEO, CIO, President
Chief Investment Officer
Certified Financial Planner-CFP®
Registered Financial Consultant-RFC®

Mr.

Kelly R. Schaffer

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

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

David M. Cocuzzi

Accountant
Chief Compliance Officer

Mr. David M. Cocuzzi Joined The Gregory L.

Nicole D. Swinarski

Executive Assistant
NYS Licensed Real Estate Salesperson

Nicole joined The Gregory L. Schaffer Companies in 2014 as an Executive Assistant.

Anh B. Tran

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

Anh joined our agency in March 2016. Insurance is what she immediately gravitated towards since she graduated from Niagara University as a Business Marketing major in 2012.

Theresa E. Furness

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

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