Broker Check
Robert Shepherd

Robert Shepherd

Financial Advisor/Retirement Planner

Rob has experience in managed money, financial planning, investment modeling, and running the operations of a multi-million dollar firm.  Prior to the Financial Services industry, Rob spent almost 2 decades working as a consultant in the corporate and automotive worlds, with a strong focus on customer relations, customer service, and management.  Rob has obtained two college degrees.  First, he received an Associate’s degree in Computer Technology from Vatterott College, and then went on to graduate “Cum Laude” from Park University with a Business Administration/Finance Bachelor’s degree, as well.  Rob holds the Series 7 and Series 66 Securities licenses and is also Insurance licensed in MO & KS.  He is a firm believer in “doing things right the first time” and is never satisfied with “good enough”.  In his opinion, you should strive for improvement in all aspects of life and always live by the Golden Rule.  Rob has been married to his wife Saresa for over 20 years and they reside in the Platte City, MO area with their 3 kids Brianna, Natalie, and Alex.