Meet the FCS Team
We believe premier wealth management starts with a team of dedicated professionals. Men and women hand-selected based on experience, aptitude, attitude and dedication to providing the utmost service to our clients.
Allow us to introduce ourselves.
our executive team
With decades of combined experience navigating the most challenging markets in history, our Executive Team shepherds all aspects of the practice. You can find detailed bios below, but here’s a brief introduction.
Thomas H. Freeman, CIMA®, CPWA®
Managing Director, Family Office Consultant, Senior PIM Portfolio Manager
Sarah Tiedt, CFP®
Family Office Wealth Advisor, Senior Vice President
Margo Shepard, CFP® CIMA®
Founder, Managing Partner of Shepard Wealth Advisors
Andrew Shepard
Founder, Partner of Shepard Wealth Advisors
Our Structure
To best serve our clients, we divide our practice into several teams. For more detailed information about each team, simply click the team name.
Tom Freeman’s Family Office Team
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Ted Chartier’s Private Wealth Management Team
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Matt Sayers’ Private Wealth Management Team
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Greg Spears’ Recruiting and Administrative Support Team
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Sarah Tiedt’s Family Office Team
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Shepard Wealth Advisors
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Private Wealth Advisors
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