Our Qualifications

"We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and facilitating the management of your assets." 

Stephen Shepherd has been working with individuals and businesses for over 20 years. He has extensive personal and professional experience. Stephen holds various professional licenses to sell a variety of investment and insurance products. Stephen started his career in financial services in 1990 working for Dean Witter as an Account Executive. He was promoted several times during his tenure to Associate Vice President and then Vice President. While employed at Dean Witter his company merged with Morgan Stanley where he was the IPO Coordinator overseeing the distribution of new issue securities. Stephen has worked with businesses, individuals and high net worth professionals. He has the depth of knowledge and experience to tackle complex financial situations and deliver custom tailored solutions. Stephen is a two career professional and has extensive experience in the computer field. He worked as an engineer in the computer industry for over 12 years prior to his financial services career.  

"One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future."

"We’re looking forward to using our experience to help you pursue your financial goals."