Meet the Team

The Shepherd Wealth & Retirement Team

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Dave Shepherd, David Shepherd Jr, Gioia Larman, Darlene Keegan, Sherry Miller and Cecille Muller

 

Dave Shepherd, ChFC, CFP® | President/CEO

 

dave-sr-tucson-az-financial-advisorDave is the founder of Shepherd Wealth & Retirement in Tucson, Arizona, is a Chartered Financial Consultant (ChFC) and CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®). He received a Bachelor of Science degree in Business Administration from Kearney State College, Kearney, Nebraska in 1981. In 1986, Dave started his own firm so he could work for his clients and not for any “company’s interests.” Dave’s retirement workshops, Financial Strategies for Successful Retirement and Lifelong Financial Security are frequently presented at venues including Pima Community College, various employers and for charitable organizations in Tucson.   He received the Excellence in Financial Education award in December 1996 from Successful Money Management Seminars, Inc. for helping develop a workshop that is offered nationwide by financial planning professionals. He has also served on their Members Advisory Council. Dave enjoys writing and is sought for his expertise in the media. His articles on retirement planning have been featured in Arizona Senior World, the Tucson Citizen and BusinessWeek.com. He has been quoted by fundaction.com, CNNMoney.com and Foxbusiness.com/live as well as CNBC and local televsion affiliates. Dave is a co-author of FINANCIAL SUCCESS IN THE YEAR 2000 AND BEYOND: 13 Experts Tell You How, St. Lucie Press, 1999. He also contributed to Beating the Midas Curse and is currently working with David on his next book, Shepherd Your Wealth. Dave’s favorite activities include water skiing, golf, having fun with his family and friends. His unofficial second career is “Big Wave Dave’s Ski School” where he entertains friends and family at the lake. He took up golf several years ago and not very long after he got two Holes-In-One and a Double Eagle, 3 under par on one hole, all within a month! Dave notes that he hasn’t hit a straight shot since. His wife, Maryann, is also a big part of the company through entertaining clients and friends. She owns a Shaklee Distributorship and mentors people about wellness, longevity and green lifestyle issues. Dave and Maryann have three children: David Jr. who works at Shepherd Wealth & Retirement, daughter Michelle who is studying Animal Science at the University of Arizona, and youngest son, Matthew, owner of Brisk Link Technologies (a technology resources company). EmailLinked InCall(520) 325-1600

David W. Shepherd, Jr., CFP® | Chief Investment Officer

 

 

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David W. Shepherd, Jr. is the Chief Investment Officer for Shepherd Wealth & Retirement.  In 2005, David graduated from the Eller College of Management at the University of Arizona.  He obtained his Series 65 and Series 24 while pursuing his credentials as a CERTIFIED FINANCIAL PLANNER™ practitioner, which he completed in 2008.

David began his lifelong learning experience even before high school and spent many years working in various capacities within several financial advisory practices. As a young team member at Shepherd Wealth & Retirement, David contributed to operations, performing various tasks and acquiring the skills to provide the service our clients expect. In 2001, David began his studies at the University of Arizona. Though he’s a native Tucsonan, David took an opportunity in Atlanta in 2003 where he worked for two other financial advisory practices.

In addition to his accomplishments in finance, David is also a musician. Through his love of music, David met his wife, Chelsea, at a recording studio in Tucson during the summer of 2002. They were married July 23, 2005 and have since been blessed with three children, Olivia, Jack and Adele.

EmailLinked InCall(520) 325-1600

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Darlene Keegan
Relationship Coordinator

Darlene has been with Shepherd Wealth since 2000 following a career in banking. She has a passion for community service and is active with Project H.O.M.E. (Helping Others Manage Effectively), a non-profit organization founded by her husband, Bernie. Project H.O.M.E. acts as a private fiduciary service for nearly 2,000 homeless and mentally ill individuals. In more than 40 years of marriage, the Keegans have opened their home and hearts to dozens of foster children, exchange students and others.  Email Darlene.

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Sherry Miller
Director of Operations

Sherry has been serving Shepherd Wealth clients since 1995. She holds a B.S. in Business Administration from University of Phoenix.  Sherry and husband, Sheldon, are the proud parents of daughters Amber and Cheyenne.  Email Sherry.

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Cecille Muller
Executive Administrative Assistant

Cecille has been serving Shepherd Wealth clients since 2000. A native of the Philippines, she holds a Bachelor’s Degree in Education from the prestigious Saint Louis University. Though she came to the United States with her American husband, Jerry, in 1993, she continues to demonstrate a commitment to her culture as the Choral Director of the Philippine Mabuhay Cultural Foundation of Tucson, an arts organization. Their two children, Dominic and Jecelle are also active in the arts.  Email Cecille.

Investment advice offered through Shepherd Wealth Group, a Registered Investment Adviser doing business as Shepherd Wealth & Retirement.

©2014 Shepherd Wealth Group, Inc. 6300 E. El Dorado Plaza, Suite A200, Tucson, AZ 85715 | Phone 520-325-1600 Fax 520-325-9097 | Disclosures