Our Team

describe the image Mark Shepherd, Founder, LPL Registered Principal
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john nadworny thumbJohn Nadworny, CFP®, ChFC 
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Pat J. McCandless, Chief Retirement Officer 
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Cynthia R. Haddad, CFP®
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describe the image Evan S. Moskovit,CFA®
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Paul Bourgeois,CFP®,Wealth Advisor
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Jaclyn Lessing, Client Relationship Manager
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Gigi Barnabei, Financial Paraplanner
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phillip mazzola thumbPhillip Mazzola, Client Relationship Manager
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Patricia Manko, Chief Marketing Officer
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ann vaeth smallAnn Vaeth, Client Relationship Manager
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John Deeran, Chief Technology Officer
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deb resizedDeb Corcoran, Retirement Plan Service Specialist
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jane resizedJane Lawler, Chief Operating Officer
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cacki resizedCatherine Baker, Client Relationship Manager
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SHEPHERD FINANCIAL PARTNERS
1004 Main Street
Winchester, MA 01890

Phone: 781.756.1804
Fax: 781.729.4356
Email: mark.shepherd@shepherdfinancialpartners.com

Special Needs Financial Planning, a division of Shepherd Financial Partners