Your trusted partner.

We believe our clients’ financial wellness, security, and growth deserve the utmost dedication, expert advice, and personal attention from a team of trusted advisors. We understand each client has unique goals and objectives, and we tailor our process to exceed your expectations. We utilize innovative tools and resources to help instill confidence. As an independent wealth advisory firm, it is our mission to partner with you and help make wise decisions in line with your financial priorities, maximizing the potential for a successful outcome.

“I feel Shepherd Insurance is a part of my team, and that they're representing my company along with me.”

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