Devan Schaefer
Wealth Manager | Writing About Markets, Economic Trends, and Long-Term Investment Strategy
- Role
- Wealth Management Officer at First Bank & Trust
- Location
- Brookings, SD, US
- LinkedIn followers
- 500 followers
About Devan Schaefer
What I Help With: As a Wealth Management Officer at First Bank and Trust, I am dedicated to helping clients achieve their financial goals by delivering personalized wealth management solutions. I focus on growing and protecting their wealth through tailored investment strategies. My Client Process: I work closely with individuals and families, guiding them through various investment options to ensure financial security. My approach involves understanding each client\'s unique financial objectives and aligning my services to meet those needs. My Education: I hold a Master of Science (M.S.) in Economics and a Bachelor of Science (B.S.) in Business Economics from South Dakota State University. Additionally, I passed Level I of the CFA exam in February 2024, providing a strong foundation for delivering investment advice.
Experience
Wealth Management Officer
Feb 2023 — Present · Brookings, SD, US
Educate clients on current financial markets and products to help them plan and manage their investments to grow and protect their wealth. Provide advice and guidance on investing, trust and estate planning, and retirement.
Education
South Dakota State University
Master's degree, Economics
2021 — 2023
South Dakota State University
Business Economics, Economics
2018 — 2021
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