C. Angus Schaal, CFP®
C. Angus Schaal, Founder and Senior Managing Director, has over 20 years of investment management experience. A CERTIFIED FINANCIAL PLANNER™ professional, he is an honors graduate of Marlboro College, with additional studies at Cleveland State University and Arizona State University. Schaal worked with Victory Capital Management, a former investment subsidiary of Key Bank, where he administered portfolios for individuals, businesses and non-profits. Schaal specializes in streamlining complex investment situations and integrating client values and goals with the most appropriate investment strategies to create low-cost, efficient portfolios. His objective is to preserve, protect and grow the capital of clients so they have the ability to sustain their standard of living during retirement. Schaal has been published in the Journal of Financial Planning and quoted in the Arizona Republic, Phoenix Business Journal, InvestmentNews.com and USAToday.com.
Amy Bush, CFA
Amy Bush, Chief Investment Strategist, brings over 25 years of investment management experience to Tandem. She spent most of her career with Victory Capital Management in various functions including performance analytics, credit analysis, trading, portfolio management and as a fixed-income product specialist. Focusing on the convertible securities market, she co-managed a $1.5 billion portfolio for both institutional and retail clients, including a mutual fund that earned a Lipper award for 5-year performance. Managing this hybrid asset class for nearly 20 years gave her the unique opportunity to study both the US equity and fixed-income markets throughout her career. Bush’s objective is to utilize her experience investing through multiple market cycles to help clients safely and soundly reach their investment goals. She holds a B.S. in Business with a concentration in Finance from Miami University and an MBA with a concentration in Finance from Case Western Reserve University. Additionally, she is a holder of the Chartered Financial Analyst® designation.
Sean Harris, Vice President, heads national accounts and distribution of the Tandem ETF Portfolios. Previously with Voya and Fisher Investments, Harris focuses on bringing added value to investors through institutional-grade, low-cost portfolios paired with investment knowledge and market insights programmed for optimal service differentiation. Leveraging digital assets, Harris brings an enhanced view of investment trends and themes that translate into the improved "personal performance" that clients seek. By actively partnering with clients to convey a wide range of investment resources, Harris provides investors with the edge they need to stay vested, even in volatile markets. Harris holds a B.S. in Computer Information Systems from University of Phoenix.
Colin Denker, Director of Operations and Client Services, oversees the firm’s day-to-day operations such as client onboarding, account maintenance, compliance, data management, performance measurement and reporting, and other internal workflows. He is also in charge of Tandem’s technology projects, managing software implementation and the development of Tandem’s proprietary financial planning tools. Denker holds a B.A. in Psychology from Arizona State University.
Robbie Cohen, Advisory Associate, is responsible for directing account transactions such as wires, transfers, disbursements, fund redemptions and purchases, and the opening of new accounts. Additionally, he processes investment transactions and coordinates the transfer of incoming assets to new or existing accounts. He also assists with Tandem's technology projects and special assignments. Cohen holds a B.S. in Business from University of Phoenix.
Shaun Pfeiffer, Ph.D.
Shaun Pfeiffer is affiliated as a financial planning strategy advisor. An associate professor of finance and personal financial planning at Edinboro University of Pennsylvania, Dr. Pfeiffer teaches classes in financial planning, investments and financial analysis. A graduate of Texas Tech University, he holds a Ph.D. in Personal Financial Planning. He advises Tandem on the most productive ways to employ the latest financial planning research and technology to support clients and their families. His research papers have been published in The Journal of Investing, The Journal of Financial Planning and the Journal of Personal Finance.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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