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We realize that in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved through personalized service and responsiveness. 


Peter Hafner, a CERTIFIED FINANCIAL PLANNER® and Certified Wealth Strategist®, founded The Hafner Financial Group in 2007.

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Shawn Dailey approaches his clients and the management of their money in a typically conservative, time-tested approach of keeping an eye on the long term and not reacting unnecessarily to unexpected ups and downs of the market. In his...

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Katie Perry

Registered Operations Manager

(716) 650-4151

(716) 650-4149

More than twenty years ago, when Katie Perry was looking to move from a part time to a full-time job when her children were small, she didn’t really know what a financial services firm was. She landed a job with A.G. Edwards,...

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A background in theater and acting has been a great training ground for Samantha “Sam” Penziul in her new role as administrative assistant at the Hafner Financial Group. Projecting a great first impression for the firm, Sam...

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