Chris is highly motivated and enthusiastic about his work. He likes solving financial puzzles and finding solutions to unique circumstances for our clients. At Plummer Daffin Financial, Chris combines his creativity and enthusiasm for working through complex financial issues with a personalized, client centered approach to provide the clarity and guidance our clients need. Chris enjoys getting to know our clients personally and understanding where they are now, and where they want to be in the future.
Chris graduated from Ball State in 1980 with a BS in Business Administration and was a member of Sigma Chi fraternity. He began his career with Northwestern Mutual in 1987.
Chris enjoys spending time with his wife, Janice, and their two children. When not at work, Chris spends his time on the golf course. Chris also makes time to volunteer for Athletes in Action and Citizens for Community Values.
Jim is full of compassion and understanding when it comes to working with our clients. He genuinely cares about helping people secure a solid financial future. Jim develops strong relationships with clients in order to offer them the support and guidance they need throughout the entire process. At Plummer Daffin Financial, Jim provides our clients with a balanced approach and a personalized financial plan that has a firm foundation in our client’s beliefs, and addresses their hopes for the future.
Jim graduated from Miami University in 2008 with a BA in Psychology and a minor in Management. He joined Northwestern Mutual in 2008. As an Elder alumnus, Jim enjoys watching and supporting local sports programs as well as playing golf. Jim, his wife Emily and their new son James live in Green Township. He volunteers at DePaul Cristo Rey High School and serves on the board at Elder High School, Community Matters, and United Way BOLD program.
Nick has a unique skillset, knowledge base, and perspective which allows him to gain a deep understanding of our clients’ needs. Nick is always willing to help clients and the rest of our team in a crunch and has a natural gift for analysis.
Nick graduated from Miami University in May 2012 with a BA in History and emphasis in Business and Entrepreneurial Leadership. Nick was a college intern with Northwestern Mutual during his last year of college where he achieved the Power of 10 Internship Award.
In June 2012, Nick joined the Plummer Daffin Financial team. In addition to be a CFP® professional, Nick has the following professional credentials: Series 6, Series 7, Series 63, Life and Health Insurance License, and Variable Insurance License.
Nick and his wife Caitlin currently reside in Maineville, OH with their dog Felix. Nick enjoys spending time with his family and friends, and is a big Cincinnati Bengals fan.
Shane brings a passionate and enthusiastic attitude to Plummer Daffin Financial. He works hard to build strong relationships with our clients and their families to ensure they are confident in their plan for financial success.
Shane has been in the financial services industry since 1997
and is a CERTIFIED FINANCIAL PLANNER™ professional. He earned a Bachelor of Science in Business Management, magna cum laude from Mount St. Joseph University.
Shane lives in Fairfield Township with his wife, Becky, and their two sons, Ty and Will. Outside of work, he enjoys golfing with friends, traveling, reading, and rooting for the Bengals, Reds, and the University of Cincinnati Bearcats.
Shane is active in his church and also volunteers at St. Joseph Home, a non-profit that provides residential, day programs, and respite for children and adults with severe to profound developmental disabilities.
David Sheaffer will take the time to get to know you and your preferences. He can help you anticipate and prepare for the
best and worst scenarios. The relationship Dave establishes with you enables him to focus on your needs and what you
want your for your family or business.
Dave has 3 daughters: Meredith (physical therapist in Ft. Collins, CO), Miranda (recent graduate of EKU), and Sydney (Senior
at Lakota High School). After graduating from Miami University in 1974, Dave has lived in the Cincinnati area for 44
years and presently resides in West Chester.
Baseball has been Dave’s passion since age 10. Dave pitched in the Men's Senior Baseball League for 11 years and
played in 3 World Series in Florida. Dave is the biggest fan for his three girls in their sports endeavors. Golf is Dave’s
sports challenge for the next 20 years.
Liz is friendly, personable, and sincerely concerned about the well-being of others. Her own personal values drive her to provide an unsurpassed level of customer service to our clients. She is task-oriented and has a large capacity for understanding the intricacy of plans surrounding wealth management, insurance and investment planning. At Plummer Daffin Financial, Liz opens and services investment accounts, makes mutual fund trades, and works on financial planning.
Liz graduated from the University of Cincinnati in 1998 with a Bachelor of Arts degree. Liz has been working in the financial services industry since 2004 and joined our team in 2009. Liz has earned the following professional credentials: Series 7, Series 63, Life and Health Insurance License and CFP® certification.
When not at work, Liz enjoys reading and traveling around the country to experience new cultures, foods and events. Spending time with her family, especially her niece Maddy, is one of her favorite past times.
Phil is hardworking, optimistic, and attentive to other’s needs. He enjoys taking time on each client’s situation to understand where they are and how to get them to where they want to be. At Plummer Daffin Financial, Phil assists with investment account operations and financial planning.
Phil graduated with a BBA in Finance and Accounting from Tiffin University in 2013. Phil joined Northwestern Mutual as an intern in 2012 with a passion for financial planning, and has joined our firm in 2017. Phil has earned the following professional credentials: Series 7, Series 66, Life and Health Insurance License. He also holds the CFP® and RICP® designation.
Phil is married to Amanda, and they have a son named Wilder, and are expecting their second child in September. When not at work, Phil enjoys spending time with his family, exercising, being a leader in a young adults small group, and playing golf.
Caitlin is caring, trustworthy, and a fast learner. She is task-oriented and has the flexibility to help assist our clients and support our staff in numerous ways. In addition to scheduling and meeting preparations, at Plummer Daffin Financial, Caitlin can assist in account service questions. Providing exceptional customer service comes natural to Caitlin because she truly enjoys helping people.
Caitlin graduated from Miami University with a BA in Social Studies Education and a minor in Sociology. Before joining Plummer Daffin Financial in 2014, Caitlin worked as an administrative assistant at numerous tristate health facilities.
In her free time Caitlin enjoys spending time with her family, looking for new recipes & home décor ideas, and playing with her puppy, Felix.
Sharyn is dependable and helps our clients feel safe and secure while bringing her energy for life with her into work every day. Sharyn has a passion for assisting our clients and provides complete customer service and support throughout the insurance application process. At Plummer Daffin Financial, Sharyn not only services insurance accounts but also assists with insurance underwriting and provides support for the advisors.
Sharyn has been with our team since October 2009 and has been with Northwestern Mutual since 2004. Her primary focus is assisting clients with their insurance needs. Her responsibilities include scheduling meetings, helping clients with the application process as well as assisting them with their servicing questions. Sharyn has a Life and Health Insurance License and is a licensed notary.
Sharyn is married to Kevin, and together they have two children, and two grandsons. In her free time, Sharyn enjoys spending time with her family and is an avid sports fan. You can find Sharyn and her husband at numerous local high school football, basketball and other sporting events.