Don Shepherd, FCSI, CIM, CIWM, PFP, FMA
Investment Advisor
Don is an investment professional with twenty years' investment and wealth management experience. He is responsible for client counsel, evaluating and researching potential investments, and investment management. Don’s education and on the job experience has provided him with expertise to specifically focus on the needs of high net worth families, corporate executives, professionals and business owners with complex wealth management needs.
Our Team
Don Shepherd, FCSI, CIM, CIWM, PFP, FMA
Investment Advisor
Michael Garrah
Client Associate
Valerie Eyers
Administrative Assistant