Dave Shepherd

DAVE SHEPHERD, After being pressured to sell insurance products that were inferior to other products available, Dave Shepherd CFP® realized that the only way he could offer the best solution to his customers, and feel good about it, was by starting his own independent firm.

So despite having very young kids (one of them with special needs) and risking his career, Dave founded Shepherd Wealth and Retirement in 1986. Years later, he was joined by his son (and now Chief Investment Officer) David W. Shepherd CFP®. David believes that “financial freedom, and the confidence that comes with it, is the key to the vault that holds what we all want the most: freedom of time. So you can do whatever you want, whenever you want, without having to deal with the stress and heartache of making the wrong financial decision.”

Together, Dave and David provide comprehensive financial advice and trusted portfolio management to hundreds of clients like you, striving to grow and stay rich!