Brent Schafer, CFP®
Spokane, WA
After earning his degree in biology from the University of Washington—with minors in Chemistry and American Indian Studies—Brent Schafer, CFP® joined HFG in 2018. He began his career as a Wealth Planner, supporting clients with financial plan development and portfolio strategy. His early experience in this role shaped his understanding of the questions clients face and the importance of having a clear, values-aligned plan. After earning his Certified Financial Planner™ (CFP®) designation in 2021, Brent took on a leadership role within HFG’s planning team before returning to what he enjoys most—working one-on-one with clients to help them feel confident and in control of their financial future.
Brent helps clients bring order to their financial lives so they can move forward with greater clarity and purpose. He understands that in a world filled with noise—constant market updates, media hype, and ever-changing trends—it’s easy to feel overwhelmed. Brent’s goal is to help clients cut through the confusion and make decisions that align with what matters most.
In 2025, Brent relocated to Spokane to join his wife, Joslyn, as she began her career as a Physician Assistant. Outside the office, you’ll likely find him golfing in the summer, snowboarding in the winter, or out on the water reconnecting with his college days as a member of the University of Washington crew team.
Areas of Expertise
- Portfolio Management
- Tax Planning
- Retirement Planning
Education and Certificates
B.S., Biology with Minors in Chemistry and American Indian Studies – University of Washington
Favorite Quote
“Quality is not an act, it is a habit.”
– Aristotle
Get in Contact
Email: bschafer@hfgtrust.com
Phone: 509.735.7507
Social: LinkedIn
