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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.

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In 2006, Katie joined Peter as his sole employee when he opened the Hafner Financial Group and embraced learning all aspects of running a business in order to help Peter get the firm off the ground.

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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.

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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 is the...

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