Customized advice and unparalleled service

The Shaeffer Wealth Advisory Group is built on a foundation of collaboration and trust, with over 60 years of combined industry experience. Over the years, we have fostered a culture of growth and mentorship, allowing us to evolve together while maintaining a strong sense of camaraderie. This long-standing partnership not only enhances our ability to provide customized advice but also helps to ensure that we deliver unparalleled service to our clients. 

Learn more about the passionate individuals whose dedication drive our commitment to providing you with exceptional, personalized service. 

John Sutton headshot

John H. Sutton, AWM

Managing Director - Financial Advisor, Portfolio Director Group

410-776-2551
Email |
Bryon Epple headshot

Bryon P. Epple, CPFA®, MBA

Managing Director - Financial Advisor, Senior Portfolio Director Group

410-776-2552
Email |
Daniel Petro headshot

Daniel A. Petro, CFP®, CPFA®

Financial Advisor

410-776-2553
Email |
Matthew Citrano headshot

Matthew A. Citrano, APP, CFP®

Associate Vice President - Financial Advisor

410-776-2554
Melissa McGill headshot

Melissa A. McGill

Marketing Associate

410-776-2555
Russell Smouse headshot

Russell R. Smouse, MBA

Registered Client Associate

410-776-2556
Harry Sturgis headshot

Harry Sturgis, CPA*

Senior Financial Associate

410-776-2563

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields
Disclosures

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

John H. Sutton, NMLS # 1790429, and Bryon P. Epple, NMLS # 1909983 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.