“Shep is tenacious in building relationships which help build value for all parties. In so doing, he maintains a great sense of humor which translates into a trusting relationship that produces positive results.”
-Chris Taylor, CPA at P3 Data Systems, Inc
“Shep is a very personable and knowledgeable businessman. His good nature and sharp understanding of the value proposition allowed him rise above many day to day distractions and succeed. Shep can see past the noise and drama of difficult personalities and achieve positive results in the most awkward situations. Shep always spoke honestly and clearly. A man with Shep’s qualities is always welcome around me.”
-Dean Smurthwaite, CFO and General Counsel at Discover Energy Corp.
“Shep is a genuine and sincere sales professional. He brings a wealth of industry knowledge and financial expertise to every client relationship. He is well respected by his clients for the value-add he delivers, and he is admired by his colleagues for his professionalism and dedication. It’s a pleasure to work with Shep!”
-John Roeller, CFP
LPL Financial Advisor
