Robert J. Schaefer, CFP®, CTFA, MBA
Advisor
As an Advisor, Robby brings a wealth of experience to SJS, where he works with both individual and institutional clients. Since starting his career in the investment services industry in 2011, Robby has experience in various roles, including advisor, trust officer, and entrepreneur. Most recently, he founded and operated his own advisory practice before joining SJS. Prior to that, he served private wealth clients at U.S. Bank and Fifth Third Bank in Cincinnati.
As a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a Certified Trust and Fiduciary Advisor (CTFA), Robby has expertise in guiding clients through their financial journeys. He holds an MBA from the University of Cincinnati Lindner College of Business and a bachelor's degree in finance from the Miami University Farmer School of Business.
Robby is actively involved in his community. He is an alumnus of the Rocky River Citizen Police Academy, and is a member of the Estate Planning Council of Cleveland and Rocky River Chamber of Commerce. He also volunteers teaching financial literacy with Build the Bridge and coaches his daughter’s YMCA basketball team.
Originally from Sylvania, Robby now calls Rocky River, OH home, where he lives with his wife Kelcie and their three young children. His deep roots in Northern Ohio enable him to serve clients across the region and beyond effectively.
Outside of work, Robby enjoys starting his day with pickup basketball or cycling and cherishes evenings spent with his family and friends.
