A unique team with vast experience across business, investing, wealth management, financial planning, and more, the Shepherd Team is here for you through the ever-changing needs of your financial journey.

Our mission is to be your partner for life, delivering professional advice and support from an assigned team of professionals. Your dedicated team will create and manage tailored plans for your situation, delivering ongoing advice to help you reach your goals both today and tomorrow. We’re by your side through all of life’s impactful transitions.

Browse Our Firm’s Background:


R. Mark Shepherd

Founder, CEO

Steven L. Kuhlman

Wealth Advisor, Managing Director

Jane Lawler

Chief Operating Officer

Wealth Advisors

Paul Bourgeois

Director of Financial Planning, Lead Wealth Advisor

James Lister

Wealth Advisor

Steven F. St. Pierre

Wealth Advisor

Luba Levin

Wealth Advisor


Brian Davies

Chief Investment Officer

Sam Shepherd

Wealth Advisor and Portfolio Manager

Chris Cogliano

Portfolio Specialist and Investment Analyst

Wealth Planning

Gigi Barnabei

Registered Paraplanner

Deb Corcoran

Retirement Plan Service Associate

Patti Turner


Eliza Hill


Business Services

Kayla Famolare

Business Operations Project Leader

Jovanna Mason

Business Operations Associate

Ann Vaeth

Business Development Specialist

Client Relationships

Jenny Brown

Executive Assistant

Claire Laurendeau

Client Relationship Manager

Jillian Donovan

Client Operations Specialist

Kerry McIntyre

Client Operations Specialist

Robert Paone

Client Relationship Manager

Office Location

1004 Main Street
Winchester, MA 01890

Let’s Talk

Phone: +1 (781) 756-1804
Fax: +1 (781) 729-4356

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Please see Important Disclosure Information at https://www.shepherdfinancialpartners.com/important-disclosure-information/. Financial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, Member FINRA/SIPC. Shepherd Financial Partners and LPL Financial are separate entities. Additional information, including management fees and expenses, is provided on Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site, https://www.adviserinfo.sec.gov/Firm/169093Past performance is not a guarantee of future results. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.