Selina Shaffer
Selina brings 30 years of nursing experience to her role as an independent broker in the senior health market, giving her a unique advantage in guiding clients through the complexities of the healthcare system. With a deep understanding of both the financial aspects and the practical realities of care delivery, she is passionate about helping clients secure quality, cost-effective healthcare. Selina specializes in tailoring health insurance plans that align with each individual's needs, ensuring they receive the best possible coverage and support.
Selina’s firsthand experience in end-of-life care has deeply shaped her understanding of the true value of legacy planning. To her, legacy planning goes far beyond finances-it’s about reducing stress, preserving dignity, and allowing loved ones to focus on healing rather than scrambling to make last minute decisions. Selina feels fortunate to be a part of the Legacy Lock, LLC team, which allows her to offer this invaluable service to families in rural areas.
As Selina worked with her Medicare clients, she recognized a growing need for experienced, independent financial guidance--especially in the rural communities of the Northwest. In her search she discovered Jeremy Dopp, a fiduciary and the founder of Security First Financial, based in Mesa, Arizona. Selina chose to collaborate with Jeremy and his team because of their holistic, client-centered approach to retirement planning. Leveraging Zoom technology, Selina now facilitates secure, personalized financial consultations-both from her office and in the comfort of her clients' homes.
Court Pitcher
With nearly 20 years of experience, Court and his team pride themselves on “Beginning with the End in mind.” They have found it is much more effective to begin every client’s planning with the end in mind, and work backwards from there. In 2005, Court had two friends pass away unexpectedly. Both friends passed away leaving behind their spouse and young children. With a young family of his own, the experience created a sense of urgency for Court to get his own affairs in order. He wanted to make sure that he could provide well for his family whether he was here or not. He reached out to a friend who specialized in holistic planning. In working on his own plan, Court found a passion and love for Legacy planning. As he developed and grew his own planning firm, he found that many people were being under-served in so many areas of their planning. He and his partners put a lot of time and resources into the creation of what they refer to as the Legacy Planning Process, which ensures that every client is properly educated and directed in all areas of an ideal plan. He and his team are on a mission to help as many families as possible. In his mind, it brings great purpose and gratification to help people gain peace of mind and greater confidence by establishing their ideal plan for their family.
In his free time, Court loves to be with his wife and children. They love to travel, especially to warm destinations. He enjoys playing, watching, and coaching all types of sports. He has a love for football and is an avid fan of the Nebraska Cornhuskers.
Jeremy Dopp
https://securityfirst-financial.com/
When Jeremy Dopp, founder Security First Financial, meets a new client he doesn’t see a stranger, he sees a family member. “I like to feel like I’m helping my mom or dad,” he says. “If they’re younger, I want to feel like they’re my brother or sister. I only offer strategies I would offer to my own family.”
While every client has unique needs, there are some universal concerns Jeremy addresses often. “When I meet them, many of my clients are worried about running out of money in retirement or making the right move to maximize their Social Security payout,” he says. “I help them sort through their options, so they are confident in the decisions they make.”
Strategic: Jeremy also encourages clients to take a macroeconomic vs. microeconomic view of their financial future. “You have to look at the end game in order to make the decisions for today,” he says. “Every decision you make affects the other decisions in your financial world. If you don’t look at everything together, you can make microeconomic decisions that don’t play well with your other decisions. I talk with my clients’ other advisors, like attorneys and accountants, to make sure everything is working together.”
Honest: Jeremy is also quick to discourage clients from making a financial move that doesn’t line up with their retirement goals. “If someone wants to buy something that I feel is a detriment to their financial strategy, I tell them I prefer not to service it,” he explains. “I’m passionate about helping those who care as much as I do, because I put a lot of time and effort into making sure they get the best.”
Client-Focused: While specializing in retirement planning, Jeremy is on a campaign to help young families plan for the unforeseen. “Young people today are very underinsured,” he says. “I’m a big believer in the importance of protection for their kids and understanding how much they need and why.”
Wills and trusts are another area he’s highlighting for families. “Many parents don’t understand the importance of using a will to set up guardianship for their kids,” he says. “Otherwise the courts are responsible for that decision. I work with a lot of single moms who care deeply about this because they know that, without it, their kids could be in a really bad situation.”
Grounded: A resident of Queen Creek, Arizona, family has always been near and dear to Jeremy’s heart. He and his wife, Jenny, who also works in the family firm, have four daughters ranging in age from 13 to 19. Jeremy is a sports fanatic and member of ASU’s Sun Devil Club. He is also actively involved in his church. He and Jenny take their family traveling every chance they get. “We’ve traveled the world,” he says, proudly. “We take our girls everywhere we can. We all love experiencing new countries and new cultures.”
