Shepard Wealth Advisors - FCS

Shepard Wealth Advisors

www.shepardwealthadvisors.com

Shepard Wealth Advisors LLC is a strategic team at FCS. Our multigenerational team works with you to help ensure wealth continuity across generations. We believe wealth management should encompass all aspects of your financial life to help ensure that everything works together to build, grow, manage and protect your wealth.

Team Lead

Margo Shepard, CFP® CIMA®

Founder, Managing Partner of Shepard Wealth Advisors

816-659-2540

margo.shepard@shepardwealth.com

www.shepardwealthadvisors.com/meet-our-team
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Team Members

Andrew Shepard

Founder, Partner of Shepard Wealth Advisors

816-659-2544

andrew.shepard@shepardwealth.com

www.shepardwealthadvisors.com/meet-our-team
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Issie Engelbert

Client Service Associate

816-659-2550

isabel.engelbert@shepardwealth.com

www.shepardwealthadvisors.com/meet-our-team
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Our Process, Events, and News

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