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  • Podcast

Episode 203: Stepping Out of Your Comfort Zone

Jen Schaefer of Capital Advisors

“I would say do things that make you a little bit uncomfortable. Change is a good thing. We're always going to have change in our business. I mean, look at the last five years, how much has drastically changed in our business. And in order to succeed, you have to be able to pivot.” – Jen Schaefer

As president and owner of Capital Advisors, a second-generation, family owned and operated firm, Jen Schaefer and her team help individuals and small business owners tackle their everyday concerns about investing and retirement planning. From starting out as an administrative assistant at the firm, Jen’s journey has been nothing short of extraordinary! Don’t miss this episode of Cambridge Stronger as Jen shares what inspired her to continue growing in her career and how mentorships played an integral role in her movement. As a 2022 Spirit of Cambridge recipient, Jen shares how her passion and advocation for her clients translates to what it truly means to her to be a financial professional in the independent space.

In Episode 203: Stepping Out of Your Comfort Zone, Jen joins Cambridge CEO Amy Webber to discuss:

  • How she went from an administrative assistant to business owner
  • What guided her passion for career growth
  • How she manages her business and team to meet the unique needs of clients

The Spirit of Cambridge Award is given annually to independent financial professionals and associates who are dedicated to service while reflecting Cambridge’s core values of integrity, commitment, flexibility, and kindness. Each year, Cambridge home office associates select three financial professionals and two associates from a pool of outstanding candidates who have been affiliated with Cambridge for at least 10 years.


About Jen Schaefer

Jennifer Schaefer is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., a Registered Principal for Cambridge Investment Research Inc., an independent broker/dealer, stock broker, AIF® (Accredited Investment Fiduciary®) and licensed insurance agent. Jen joined Capital Advisors in 2006 as an administrative assistant and has grown into her current position as President and Registered Principal with extensive training and effort. She helps both our small businesses and individuals find solutions for their specific needs ranging from retirement planning and insurance needs. As an independent broker she can offer flexibility with product and investment selections to help you build a plan that is right for you.

Jen is a unicorn, born and raised in Austin, TX. She currently resides in Pflugerville with her husband, growing girl, and two dogs. In her downtime you are likely to find her working out with her family or hitting the golf ball around the course.


Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Capital Advisors are not affiliated.

About Cambridge Stronger

Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession. 

The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.

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