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What to Expect at Your First Appointment

We offer complimentary in-person consultations at our cozy, western inspired office, as well as virtual Zoom or phone meetings.

We even offer good old-fashioned house calls - at no additional cost!

During your first appointment, we explain the services we offer and take the time to listen carefully to your specific needs and expectations.

We will ask you questions, speak with you and your family, and together we will identify the estate planning options that may be best for you.

"These guys are the best, hands down. Very knowledgeable and always there to help. Love them!"

- Lisa S.

New to Arizona?

We help Arizona families everyday to keep their documents up-to-date and in line with their estate planning goals.

We are here for you

From experienced professionals with decades of estate planning experience, to our helpful client support team - Spirit West provides and 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, we help you to accomplish your planning in a fast and affordable way.

Let's get this done!

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Meet Your Team

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.

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.

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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.

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Barbara

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.

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Contact Us Today

Request a Free Consultation

Probate can be costly

Estate Planning can be a Powerful Tool