Kristy Schaffer in

Kristy Schaffer

Enthusiast · DISC type i
Partner at PrairieView Partners, LLC
📍 St Paul, Minnesota, United States

Kristy Schaffer is a Financial Advisor and member-owner at Savant Wealth Management in St. Paul. A former partner at PrairieView Partners, she is a CPA and CFP® who specializes in providing tax and wealth planning for senior executives of large multinational companies. She earned a B.S. from the University of Redlands and a Masters degree in personal financial planning.

Kristy lives in Prior Lake, Minnesota, with her husband and two children. She and her family are passionate about the outdoors and enjoy spending their time in the mountains of the West. They can often be found skiing, hiking, and exploring new destinations together as a family.

She holds dual credentials as a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, with a focus on alternative compensation planning.

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Experience
28 Years
Current Role
Partner
Location
St Paul, Minnesota, United States
Personality Overview

How Kristy shows up

Consensus Focused
Optimistic
Story Driven

Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals. They agree with others often, so exercise caution when relying on their word.

Priorities

Topics Kristy cares about

Executive Wealth Planning
Specializes in advising senior executives from large companies on complex financial matters, including stock options and alternative compensation plans.
Tax & Estate Strategy
As a CPA with a Personal Financial Specialist (PFS) credential, she focuses on proactive income tax planning and wealth transfer for high-net-worth clients.
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Career

Work history

1-2008
Partner
PrairieView Partners, LLC
1-2008
Partner
Irwin Schaffer, LLC
2002 - 2007
Senior Planner and Tax Advisor
Carlson Capital Management
2000 - 2002
Tax Advisor
HLB Tautges Redpath, Ltd.
1998 - 2000
Tax Advisor
PricewaterhouseCoopers
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
BA
University of Redlands
Accounting
Montana State University Billings
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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