Mak McGregor is a co-founder of McGregor Shaffer Wealth Management and a principal consultant. For the pat 18 years, Mark has specialized in comprehensive portfolio management as well as retirement, insurance and tax planning. He is also the founder of Mark McGregor & Co. Prir to that, Mark worked with some of the top independent financial planning and advisory firms in the state of Colorado. Mak was recognized among the top four advisors three years in a row, and was also recognized as a top advisor from 2007 through 2011 by his broker dealer. The award was given to Mark after demonstrating outstanding commitment to his clients, community and colleagues.
Mark attended Califonia Polytechnic State Unversity in San Luis Oispo earning degrees in Marketing and Economics. He also attended the College for Financia Planning where he attained the designation of Chartered Retirement Planning Counselor (CRPC®).
Mark's pasion, expertise and independence is reflected in his innovative approach to income planning and the pursuit of creating effective portfoios for clients. He likes to call his unique approach to financial lanning "a tactical approach"; focusing on managing risk through strategic asset allocation, alternative investments, and insurance based investments to manage risk and mitigate loss in mot market environments. Additionally, Mark maintains scrupulous attention to detail minimizing tax liability wherever possible.
Mark has conducted over 250 personal financial planning workshops for the investing public. He has been a dedicated speaker for Fortune 500 corporations, civic organizations and clubs. Mark prides himself on going above and beyond the call of duty for his clients through continuous communication and educaion opportunities. His advice is centered entirely on client needs, goals, and unique financial situations.
Mark lives in Castle Rock wit his family. He enjoys playing golf, working with his family's race horses and promoting 4-H activities and events. Step fast to keep up with Mark!
Raymond W. Shaffer is co-founder of McGregor Shaffer Wealth Management and a principal consultant. He is also the founder of LaSalle Financial Group, LLC, a firm that specializes in portfolio risk management including our proprietary Advance and Protect strategies. For 25 years, Mr. Shaffer has advised senior corporate executives, family businesses and entrepreneurs on orporate and personal strategic planning, investment portfolio allocation and implementation, business and succession planning, business valuations, income and estate tax planning and maximiz
Ray regularly conducts classes through Colorado State University's Passport to Retirement series a public program that educates students in a very comprehensive retirement/financial planning course that he has co-authored with CSU's William M. Sheets. Through the extension service at the university, students and companies are reached in all 64 counties here in Colorado.
Originally from Colorado, Ray grauated from Colorado State University wit degrees in Journalism and Communications as well as studies in Business Finance and Administration. Before starting his career on Wall Street in the mid 1980s, Mr. Shaffer served as an assistant Public Relations Director for the Denver Nuggets of the National Basketball Association and as a sports director for various television and radio stations across the western United States. After a few years in New York, e moved from Wall Street to LaSalle Street in Chicago as a top producer for Dean Witter Reynolds in teir flagship office. It was then that Ray founded his first independent advisory firm in 1991 to focus solely on his clients' needs and objectives. Always keyed into the markets, Ray has founded three financial planning firms and has even been the principal manager for a convertible stock hedge fund.
The Shaffer family returned to Colorado in the mid 1990s where in addition to being an avid tennis player and former student athlete, Ray enjoys a variety of personal interests, including his guitar, classic car collection, the Colorado outdoors, local sporting events, various philanthropic interests and most importantly, the latest accomplishments registered by his two daughters, Kacie and Allie.
Diane is a native to Colorado. She graduated from Cherry Creek High School and received her Bachelor's Degree in Business from Colorado State University. She also has taken graduate level accounting courses towards her MS in Accounting at the University of Colorado.
Diane is a licensed Certified Public Accountant in Colorado and a member of Colorado Society of CPAs and QuickBooks ProAdvisors. Diane's firm serves businesses throughout the Denver Metro area and the surrounding communities.
Diane's background includes preparation of corporate and individual tax returns, multi-state tax returns, tax planning, full cycle accounting work and payroll solutions. Diane also provides installation, setup, cleanup help, training and consulting on QuickBooks.
Having started her career with a medium-sized CPA firm, assisting small business owners and building her own practice, Diane has gained a hands-on understanding of a variety of businesses as well as accounting and tax expertise. Diane has clients in real estate, medical practice, investment banking, software development, home remodeling and manufacturing.
Diane strongly believes in a client relationship based on trust and a close working relationship. The client relationships she currently has are based on a foundation of listening to the needs of the client, providing accounting assistance based on the firms processes and unique operations and working within the tax regulations to get the most tax benefits for businesses and individuals.
When not working Diane enjoys the Colorado outdoors skiing, golfing, biking and hiking. Diane also enjoys reading and traveling to see new sites and learning about the different cultures of the world.
Associations - Member of Colorado Society of CPAs , Douglas County Education Foundation Past Fundraising Chair, Junior League of Denver Past Member
Additional Staff:
Amanda Gardner
June Zelkin
