Our Firm

 


Neal Shepard has been working with individuals and businesses in the areas of life insurance and health insurance for the concerned business owner for over 47 years. He began his securities business in 1992, and has been working with families and businesses actively and continuously.

Neal Shepard has lived in the community and served in various capacities for community service. He was elected to the State House of Representatives in 1980 and served four terms as well as serving four years as liaison to the Reagan White House for Legislative affairs.

He has served as President of; the local Chamber of Commerce, The Kiwanis Club of Newnan, The Red Cross, the Board of Trustees at University of West Georgia, and is now active as the Finance chairman and sectretay treasurer of the Coweta Fayette Electric Membership Corp. He is the Vice Chairman of the Georgia Systems Operations company in Tucker, and is a member of the board of the Georgia Electric Membership Corporation. He has served four years on the Legislative standing committee of the National Rural Electrification Coopertive of America (NRECA). He also served 10 years as the Chairman of the board of the newly created Coweta county water and sewer authority, as it transitioned from a county department into an independant model. He has continued a committment to his clients of service and integrity.

In 2018, Brett Moore joined the team at Shepard Financial Services! Brett is a native of Virginia, and moved to Newnan with his wife Jennie Murphey, who grew up in Newnan. Brett and Jennie now have two daughters; Finley, and Lucy Kathryn, who keep them busy while at the beach.

Brett is a Professional Financial planner and wealth advisor who grew up in the business working with his dad, who is also a CFP in Virginia. Brett is a big fan of college football and baseball. He played college baseball at Mount St. Mary's University, graduating in 2011 with a BS in Business and Math minor. Upon graduation, he played 3 years professionally, and is still a member of the Association of Professional Ball Players of America.

As a Certified Financial Planner and a Fiduciary, Brett strives to become the "most favored advisor" to all clients of Shepard Financial Services. As a fiduciary, he focuses on doing what is best for his clients individual needs and personal values. To that end, he closely follows the CFP code of ethics and principles of Integrity, objective advice,competence, fair treatment, privacy, professionalism, and diligence.

Brett is proving to be a great addition to the team.

 

This commitment and outlook has provided a specialized attitude toward creating and preserving wealth with the belief that "dignity is not determined by wealth". But "without dignity there can be no true wealth". The  planning is focused on protecting the dignity of family units and relationships that are important to their clients. Business succession planning and the development of an exit strategy is integral to these concepts. Neal has continued to utilize approaches and ideas that are client based and personalized.

 


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