I have been helping Edward Jones clients build and preserve wealth since 1995. I previously worked in the manufacturing sector and financial services industry. I also served in the U.S. Army Reserve for 14 years and was honorably discharged in 1995.
I earned a bachelor's degree in chemistry from Texas A&M and a master of Christian education and Biblical apologetics (double major) from the Institute for Creation Research. I also hold the Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS®) professional designations. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I am currently a trustee and Bible study teacher at my church and I have served as a past president of the Noon Garland Exchange Club.
I am a voracious reader, typically finishing over 50 non-fiction works per year. I am the author of a book and have also had articles published in periodicals. I also love to travel with my wife to visit historical sites and museums, and to just enjoy the beauty of diverse places. I also sometimes speak at conferences around the country.
I love working with people and helping them reach their goals. I primarily focus on investors who are motivated to work toward their objectives and those who face the challenges of living on an income that must last their lifetime.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Wealth Strategies
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Stamp Collecting
Office Address401 West Centerville Suite 4
Garland, TX 75041
Phone NumberBrian D Shepherd at (972) 271-6940
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
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