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Team

The Hafner Financial Group team

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” Penzuil 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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Creativity has always been a driving force in Cassie Hafner’s life from the time she was a child, writing and illustrating books with her sister. She has continued to pursue artistic and creative outlets through her studies in...

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