H. James Smith, III

Senior Vice President - Financial Advisor


John H. Sutton, AWM

Managing Director - Financial Advisor, Senior Consulting Group

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Bryon Epple, CPFA®, MBA

Managing Director - Financial Advisor, Senior Consulting Group

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Daniel A Petro headshot

Daniel A. Petro, CFP®, CPFA®

Financial Advisor

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Matthew A. Citrano, APP, CFP®

Senior Financial Associate


Melissa A. McGill

Associate, Marketing


Russell Smouse

Client Associate


Providing customized advice and unparalleled service

The Shaeffer Wealth Advisory Group has been working as a team of financial professionals since 1982. The group is dedicated to high standards of ethical and professional excellence. Focusing on the objective of providing superior investment advice and unparalleled service, the group has concentrated on the active management of personal, professional, and retirement accounts. With more than $2 billion under management, the group has devoted itself to addressing the individual financial needs and objectives of each client. More than 100 years of combined investment experience makes The Shaeffer Wealth Advisory Group uniquely prepared to assume the role of trusted and dedicated investment advisor.
Through the vast resources of RBC Wealth Management, The Shaeffer Wealth Advisory Group has access to professionals in financial, retirement, and estate planning services, equity research, and fee-based portfolio management.

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