Core Values

Education

You will receive knowledge, not a sales pitch. Facts, not opinions. Do you know what you need to know to make good investment decisions? Knowledge alone will help you avoid products and people who don’t have your best interest in mind.

Communication & Flexibility

My job is to spend most of our time listening and learning about you. No recommendations will be made without first getting a full understanding of your situation and your concerns. We can meet in person in the office, outside the office or online.

Compassion

The compassionate Advisor takes the time needed to fully understand your goals as well as your deepest concerns. We also understand that you may have an emotional or sentimental attachment to certain monies. The goal of one account may be different than others and each account should be invested for it’s unique purpose.

Direction

If your investment strategy is not in-line with your personality, it won’t work no matter how well it’s worked for someone else. We will construct a portfolio and a strategy that reflects who you are and your financial goals.

Guidance

It’s not enough to have a plan. As life changes, the plan or strategies you have may need to change. Like a Sheppard, we’ll be here for you the whole way to make sure you stay on the right path and to protect you from those who do not have your best interests at heart.