Ryan Sheppard, ChFC®
Co-founder & Lead Relationship Manager
Professional Bio:
- 20 years of financial services experience
- B.S. in Economics from Ohio State in 2003
- Chartered Financial Consultant (ChFC®) in 2013
- Member of FPA (Financial Planning Association)
- Member of the National Association of Personal Financial Advisors (NAPFA)
While clients have our entire team available to them, Ryan leads most of our new client relationships, helping design their financial plan, create custom investment strategies, and implement action items on their behalf.
Some fun facts about Ryan:
- He flipped his major from Biology to Economics after his first chemistry class at Ohio State.
- Ryan is a total golf nerd and got his first hole-in-one at the age of 12 – a three iron from 131 yards.
- He is a die hard Steelers fan and watches every playoff game with the exact same set of friends and family.
- Ryan has some interesting work history, including a local funeral home as a teenager, and then later on the wait staff at The Refectory.
- He married his college sweetheart, Abbey. They have two kids, Lucy and Graham, who keep them on their toes.