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Here For You

Team Spirit West Planning

From experienced professionals with decades of estate planning experience, to our helpful client support team – Spirit West provides an exceptional level of customer service to all of our clients.  We strive to make every visit special, from fresh coffee and cookies, to friendly appointment reminders and fun holiday parties.  Our team will always be there for you with a friendly simile and a helpful attitude.  

We look forward to assisting you, call our office today!

Kevin M. Schaefer, CFP® – Founder

CFP® Certified Financial Planner Practitioner, AZ CLDP

Veteran and father of three, Kevin truly enjoys spending his free time in the water.  Whether he is fishing Arizona’s lakes and rivers or catching the perfect surf wave, Kevin shares his hobbies with his three children; Wesley, Henry and Violet.  Kevin’s love of family directs his approach to estate and financial planning.  Special care is take to make sure that client family relationships and dynamics are taken to account, each step of the way.

Read Kevin’s Full Bio

Amelia Schaefer

Co-Founder, AZ CLDP

Assisting clients with their day to day questions and needs, Amelia enjoys creating a positive and comfortable experience for anyone visiting a Spirit West location.  A graduate of Arizona State University College of Business, Amelia manages many aspects of the business and particularly enjoys overseeing the estate planning and insurance processes for Spirit West clients.  Mother to Wesley, Henry and Violet, Amelia spends her free time exploring her love of painting and art with her children.

Jonathan Borrette

Licensed Insurance Agent

U.S. Navy Veteran, Jonathan enjoys hiking and exploring Arizona backroads.  As a licensed Health Insurance Agent, Jonathan carefully educates and assists client with making informed decisions about Medicare, Medicare Supplements, and Long Term Care insurance.  Jonathan prides himself on being a good listener and works hard to make sure that his clients understand their own needs and fully understand the ins and outs of the insurance options that are available to them.

Client Services

Kelly Smith

Client Services- Financial Planning

Mother of two and manager of a menagerie of animals at home, Kelly brings a positive attitude and attention to detail to every task she undertakes. Assisting clients with investment questions and requests, Kelly enjoys meeting the day to day challenges that arise in the office.

Aubrey Gardner

Client Services – Events

True Nature lover at heart, Aubrey is currently pursuing studies in natural resources and conservation. Aubrey enjoys working at Spirit West parties and events where she excels in making clients feel at home.


Mother of two successful college students, Barbara is enjoying an (almost) empty nest.  As nature lovers, Barbara and her husband spend their free time exploring the backroads of Northern Arizona.  With years of experience in client services, Barbara brings a cheerful, can-do, attitude to the office and enjoys assisting clients with scheduling and trust funding.

We Understand

We know that thinking about estate planning isn’t always fun!

That’s why we work hard to make the process as simple and pain-less as possible.  

Our friendly staff will assist you with scheduling your consultation.

Choose from in-office, phone, or online video consultations…. We ever offer Old-Fashioned house calls for those with health or mobility issues.

See Our Locations