Searcy Financial Services
- "Addicted" to caffeine-laced energy drinks.
- Suspects he might have an obsessive-compulsive disorder because he loves cleaning so much.
- Says his regular trips to exotic locales with customers, friends and strangers are refreshing.
Marc Shaffer likes to stretch his comfort zone. The self-professed introvert, who is an alumnus of the Kansas State University financial planning program, credits an internship at Edward Jones for teaching him the business and confirming his sense that he didn't want to do sales.
At the same time, he always pushed himself into somewhat uncomfortable situations — like becoming president of his local Rotary Club when he was 29, where he had to speak before large groups.
"I also learned how to be confident and comfortable doing business development," which he concedes is selling, but of a different sort.
Joining Searcy Financial Services 12 years ago, Mr. Shaffer became a principal in 2010. He says he has been able to grow into leadership roles because of the vision of firm founder Mike Searcy, who "always pushed for change and wanted to create a business that would have continuity."
Four years ago, he helped the firm create Allos Investment Advisors, which uses exchange-traded funds and mutual funds to serve the needs of clients who don't meet the firm's minimums.
Active in his profession, Mr. Shaffer served as president, chairman and career chairman of the Kansas City Chapter of the Financial Planning Association and is incoming president of the Kansas State University Personal Financial Planning Advisory Board.
Away from work, Mr. Shaffer plans annual trips to exotic locations like Bhutan and Peru that combine friends, friends of friends, clients and strangers.
"I'm trying to prove my introvert scale wrong, but at the end of the day I still want to be alone," he said.
— Evan Cooper; Photo credit: Brad Trent