CommonGood brings together a team of financial professionals with unique career paths and shared values to positively impact today’s transforming investment landscape and worldview.
Jeff Shafer CFP ®, ChFC ®
Co-Founder and CEO
With 25 years of financial services industry experience, Jeff leads business development, distribution, and strategy. He is a Co-Founder, Chief Executive Officer, and sits on the Investment Committee.
James serves as marketing consultant and head of content creation. James has 15 years of experience as both an independent marketing consultant and as a corporate creative director.
Director of Operations/Compliance
Michelle serves as the Compliance Consultant, and brings 13 years of compliance experience in the financial services industry, most recently with CNL Securities Corporation.
Stephen Hester, CFA
VP of Investments
Stephen began in the hedge fund industry and evolved toward complex and alternative investment analysis for large financial institutions. He maintains Series 7 & 63 securities licenses and is a CFA charterholder.
Due Diligence and Investor Relations Consultant
Rachel brings over 15 years of due diligence and investor relations experience to the CommonGood team and specializes in financial services process management.