Overview

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:

Leadership

R. Mark Shepherd

Founder, CEO
CFP®, CDFA, AIF

Steven L. Kuhlman

Wealth Advisor, Managing Director
CPWA®, CEBS

Jane Lawler

Chief Operating Officer

Wealth Advisors

Paul Bourgeois

Director of Financial Planning, Lead Wealth Advisor
CFP®

Bruce Goodman

Wealth Advisor
AIF®

James Lister

Wealth Advisor

Steven F. St. Pierre

Wealth Advisor
CFP®, CPA, MSA

Investment

Brian Davies

Chief Investment Officer
CFA

Sam Shepherd

Portfolio Analyst

Wealth Planning

Gigi Barnabei

Registered Paraplanner
RP®

Deb Corcoran

Retirement Plan Service Associate

Business Services

Ann Vaeth

Business Development Specialist

Client Relationships

Faith R. DeAngelis

Client Relationship Manager

Donna R. Morrissey

Client Relationship Manager

Claire Laurendeau

Client Relationship Manager

Patrick Dunk

Client Relationship Manager

Jillian Donovan

Client Operations Specialist