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.

Jonathan Shafer


With a 15 year background in private equity, operations, and asset management in the US and Africa, Jonathan is a Co-Founder and sits on the Investment Committee.

James Bruehl

Marketing Specialist

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.

Michelle Campbell

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. 

Anya Cross

Accountant and FINOP

Anya oversees full cycle corporate accounting for the firm and holds an outsourced FinOp position bringing a 10 year track record in the industry to the CommonGood team.

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 is a CFA charterholder.

Rachel Smith

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.



Michael brings his experience in sales and management, as well as his passion for relationships and partnership to the CommonGood team. He is the Vice President of Capital Markets.