The Team

Aufleger & Associates
It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.

Our Advisors

Christopher Aufleger

Christopher Aufleger

Financial Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Family Finances

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Randy Aufleger

Randy Aufleger

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

BS Bachelor of Science West Texas State University Canyon, Texas 1988

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Our Staff

Dana Shaffer

Dana Shaffer

Client Service Manager

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Roles & Responsibilities

  • Handles calls related to client accounts, business processing, scheduling as well as supporting Tracy and Chris in your financial planning needs.
  • Supporting Tracy and Chris in delivering advanced services to highly complex clients.
  • Focus on the office work necessary to enable clients to access account informatiom online and ensure paperwork is processed on your behalf.
  • Handles any business processing for Tracy and Chris
  • Handles calls related to client accounts, business processing, scheduling as well as supporting Tracy and Chris in your financial planning needs.
  • Supporting Tracy and Chris in delivering advanced services to highly complex clients.
  • Focus on the office work necessary to enable clients to access account informatiom online and ensure paperwork is processed on your behalf.
  • Handles any business processing for Tracy and Chris
  • Handles calls related to client accounts, business processing, scheduling as well as supporting Tracy and Chris in your financial planning needs.
  • Supporting Tracy and Chris in delivering advanced services to highly complex clients.
  • Focus on the office work necessary to enable clients to access account informatiom online and ensure paperwork is processed on your behalf.
  • Handles any business processing for Tracy and Chris
  • Handles calls related to client accounts, business processing, scheduling as well as supporting Tracy and Chris in your financial planning needs.
  • Supporting Tracy and Chris in delivering advanced services to highly complex clients.
  • Focus on the office work necessary to enable clients to access account informatiom online and ensure paperwork is processed on your behalf.
  • Handles any business processing for Tracy and Chris
Marcia Jacelone

Marcia Jacelone

Marketing Manager

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Roles & Responsibilities

  • Monitors Tracy and Chris's Linkedlin, Web and Business Facebook sites
  • Oversees all the educational events and webinars.
  • Monitors Tracy and Chris's Linkedlin, Web and Business Facebook sites
  • Oversees all the educational events and webinars.
  • Monitors Tracy and Chris's Linkedlin, Web and Business Facebook sites
  • Oversees all the educational events and webinars.
  • Monitors Tracy and Chris's Linkedlin, Web and Business Facebook sites
  • Oversees all the educational events and webinars.
Gay Mercer

Gay Mercer

Administrative Assistant