Our Team


describe the image Mark Shepherd, Founder, LPL Registered Principal
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Jed Kutzen, Wealth Advisor
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John Nadworny, CFP®, ChFC
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Cynthia R. Haddad, CFP®
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Pat J. McCandless, Retirement Plan Consultant
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Paul Bourgeois,CFP®,Wealth Advisor
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Nicolas Nesta, Chief Investment Officer
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Gigi Barnabei, Financial Paraplanner
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Jaclyn Lessing, Client Relationship Manager
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Patricia Manko, Chief Marketing Officer
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Phillip Mazzola, Client Relationship Manager
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Diane Pappas, Registered Financial Paraplanner®
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Ann Vaeth, Client Relationship Manager
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John Deeran, Chief Technology Officer Email
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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