Amy Shepard (BFA™, CFP®, MBA)

Amy Shepard focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
NAPFA Start Date
March 09, 2020