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 a joy to work with. We have included a brief bio about Kayla below, so please take a few moments to get familiar with her and welcome her to our team!

Kayla was born and raised in Orlando, Fla., where Disney World was her backyard and Universal Studios was across the street from her high school. She attended the University of Florida and earned a B.S. in Public Relations with a concentration in Business. Shortly after graduation, Kayla started a job at a local wealth management firm in Gainesville, Fla., where she worked for over three years. In that time, she obtained her Series 65 license and learned the skills needed to bring the highest standard of service to Shepherd Wealth & Retirement clients. Kayla moved to Tucson in October 2018 when her partner accepted a job at Raytheon. Outside of work, Kayla enjoys spending time with her two Bengal cats whom she raised since they were 5 weeks old. Her hobbies include reading, traveling, and going to concerts. She is also excited to take on a new hobby of hiking now that there are mountains nearby. Kayla will always be a Gator, but she’s getting the hang of Bear Down!

We hope you and those you love have a great holiday season. Please let us know if you need anything at all. We’re happy to help you.

Sherry and Kayla matched on Kayla’s fifth day at the office. They’re already in sync!

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.

Investment advice offered through Shepherd Wealth Group, a Registered Investment Adviser doing business as Shepherd Wealth & Retirement.

©2014 Shepherd Wealth Group, Inc. 6300 E. El Dorado Plaza, Suite A200, Tucson, AZ 85715 | Phone 520-325-1600 Fax 520-325-9097 Disclosures