Our Team

Our team - comprised of Sheila Shaffer, Shannon McGreevy, Dan Spainhour, Eric Walker, and Allyson Albert - is committed to providing the most comprehensive financial planning and advisory services possible to each individual for whom we work. Our team’s multi-generational approach and experience enables us to work with a diverse group of clients including affluent individual investors, executives, business owners, families, and their heirs. Our notable record of client retention and referrals is our most persuasive and meaningful measurement of success.

Sheila's Photo
Sheila S. Shaffer, CFP®
Executive Vice President / Wealth Management, Financial Advisor
About Sheila

Directing Shaffer Wealth Advisors of Janney Montgomery Scott, my team and I are responsible for advising our clients through the financial chapters of their lives. We make recommendations centered on consultative wealth management, financial planning, and customized portfolio solutions. Our clients include affluent individuals, executives, small business owners, families, and their heirs.


  • Certified Financial Planner™ (CFP®)
  • Series 7, 8, 63, & 65
  • Life Insurance Agent

Awards and Accolades:

  • AdvisorHub "25 Women Advisors to Watch", 2022
  • Forbes “Best-in-State Women Wealth Advisors”, 2022
  • Forbes "Best-in-State Wealth Advisors", 2022, 2021, 2020, 2019, 2018
  • Forbes "America’s Top Women Advisors", 2021, 2020, 2019, 2018, 2017
  • Janney "Financial Advisor of the Year", 2017
  • Financial Times "Top 400 Financial Advisors", 2017, 2015, 2014
  • Financial Times "Top 100 Women Advisors", 2014
  • Barron's "Top Women Advisors", 2006

Community Involvement:

  • The National Museum of Women in the Arts - NMWA; Board of Trustees (2008-Present); President of the Board of Trustees (2014-2016); Treasurer of the Board of Trustees (2010-2014), (2020-Present)
  • International Women’s Forum of Washington, DC (2015-Present)
  • Wake Forest University; National Wake Forest Clubs - Past President; Wake Forest Club, Washington, DC - Past President; Alumni Council - Past Member
Shannon's Photo
Shannon J. McGreevy
Vice President/ Wealth Management, Financial Advisor
About Shannon
Shannon is responsible for asset research, portfolio reviews, and implementation. Utilizing a long-term strategy, while maintaining the flexibility to respond to various short-term fluctuations, Shannon continues to navigate market cycles with experience, and innovation.
Daniel's Photo
Daniel W. Spainhour, CAP®
Account Executive / Wealth Management
About Daniel
Dan leads the process of creating tailored financial plans for our advisory clients. Integrating their past, present, future, and legacy with a module approach, our plans can be adapted as often as the storylines of our clients change.
Eric's Photo
Eric Park Walker, CFP®, WMCP® CLTC®
Vice President / Wealth Management, Financial Advisor
About Eric
Eric works to expand client relationships through providing comprehensive financial services that includes the provision of investment and account type recommendations. Identifying and recommending wealth management solutions, he can provide overall financial, education funding, retirement, and estate planning as part of his process to help clients understand their legacy goals.
Allyson's Photo
Allyson E. Albert
Private Client Associate
About Allyson
Allyson is the “First Voice” our clients hear when they call the office. As the teams' liaison to our branch and back office operations, she initiates, monitors, and responds to all administrative client service requests. Allyson also manages the team calendar and schedules appointments.
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.