About David W. Shepherd, Jr., CFP®

David is the Chief Investment Officer for Shepherd Wealth & Retirement and a CERTIFIED FINANCIAL PLANNER™ practitioner. Have a financial question? Click Here to contact David W. Shepherd, Jr.
Author Archive | David W. Shepherd, Jr., CFP®
Sherry and Kayla matched on Kayla’s fifth day at the office. They’re already in sync!

Have you met Kayla?

We are pleased to introduce Kayla Hunt as the newest member of Shepherd Wealth & Retirement. She has been hired as our Client Services Manager and will be available to assist you with any servicing needs that may arise. Sherry is still available to serve you, but we know you will find Kayla helpful and […]

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portfolio updates 05092018

Portfolio Changes Update, May 9, 2018

Just want to give you a quick market update and our posture based on the recent market movements. We have had more of a move over the last couple days to a more defensive posture in our portfolios just because of the way we follow the markets and the indicators that we look at to […]

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