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®

James Lister

Wealth Advisor

Steven F. St. Pierre

Wealth Advisor
CFP®, MSA

Investment

Brian Davies

Chief Investment Officer
CFA®, MBA

Sam Shepherd

Wealth Advisor and Portfolio Manager
CFA®

Chris Cogliano

Portfolio Specialist and Investment Analyst
CFA®

Wealth Planning

Gigi Barnabei

Registered Paraplanner
FPQP®

Deb Corcoran

Retirement Plan Service Associate

Eliza Hill

Paraplanner

Patti Turner

Paraplanner
CRPC®, FPQP®

Business Services

Kayla Famolare

Business Operations Project Leader

Jovanna Mason

Business Operations Associate

Ann Vaeth

Business Development Specialist

Maura Melanson

Administrative Associate

Client Relationships

Jillian Donovan

Client Services Manager

Claire Laurendeau

Client Relationship Manager

Kerry McIntyre

Client Operations Specialist

Ana Nunes Spivak

Client Operations Specialist

Robert Paone

Client Relationship Manager