SHEPHERD FINANCIAL GROUP - Key Persons

Gary Shepherd

Job Titles:
  • CERTIFIED FINANCIAL PLANNER
Gary Shepherd is a CERTIFIED FINANCIAL PLANNER(TM) Professional, Certified Mutual Fund Counselor, Chartered Financial Counselor, and a Chartered Life Underwriter. While maintaining his financial planning practice for over 35 years, Gary has also taken on leadership responsibilities as the regional leader of Lincoln Financial Advisors Corp. in Tidewater, VA during 2000-2001 and a firm manager for Lincoln Financial Advisors Corp. in Northern Virginia from 1996-2001.

Ryan Martin

Job Titles:
  • Associate
  • Associate Planner
  • CERTIFIED FINANCIAL PLANNER
Ryan is a CERTIFIED FINANCIAL PLANNER(TM) Professional and an associate planner with Shepherd Financial Group. In this role, he assists with the design, delivery and implementation of financial plans, as well as manages each client's personal planning website. He is a graduate of Campbell University's BBA & MBA programs, as well as the Executive Certificate in Financial Planning program at Old Dominion University. Ryan is married, and in his free time can be found on the golf course.