Meet our team and start planning for your future today!
Dave Shepherd, ChFC, CFP®
Dave works hard every day to create simpler, more convenient methods to grow and preserve wealth using his 40 years of experience working with successful investors. He is a Chartered Financial Consultant (ChFC) and Certified Financial Planner™ and serves as a fiduciary for his clients. Dave’s favorite activities include reading, water skiing, golf, cycling, 4-wheeling, and having fun with his family and friends. Dave has three children and five of the cutest, most awesome grandchildren ever.
David W. Shepherd Jr., CFP®
David’s mission is to help successful entrepreneurs and business owners stay wealthy so they can take care of the people they love, contribute to the causes they care about, and make a dent in the universe. A University of Arizona alumnus with a finance degree, David is a Certified Financial Planner™ and has offered helpful insights into making smart financial choices on CNBC Power Lunch, CNBC Squawk on the Street, FOXBusiness.com LIVE, and the Dow Jones Newswire, as well as other print media. David, his wife, and their four kids can be found making music, learning together, and exploring the spectacular desert of Tucson, Arizona.
Darlene has been working with the team since 2000 following a career in banking. She has a passion for community service and is active with Project H.O.M.E. (Helping Others Manage Effectively), a non-profit organiziation.
Sherry has been serving clients since 1995. She holds a B.S. in Business Administration from the University of Phoenix and a Series 65 license. Sherry enjoys spending time with her husband, Sheldon, and their daughters, Amber and Cheyenne. Outside of the office, she likes to go camping, fishing, and walking.