Greg Shepard has been helping individuals navigate retirement planning with S&A Financial Services since 2001. He has developed a nationally recognized specialty in working with higher education and medical professionals, particularly those with complex TIAA retirement accounts.
As the founder and host of the TIAA Simplified YouTube channel and podcast, Greg is dedicated to educating individuals across the country on the unique rules, strategies, and retirement decisions surrounding TIAA. His educational content has helped thousands better understand topics such as TIAA Traditional, lifetime income options, retirement distribution strategies, and tax-efficient planning.
Prior to joining S&A Financial Services, Greg served as a Senior Registered Broker with Charles Schwab & Co., where he gained extensive experience in investment management and client service.
Greg lives in Lenexa, Kansas, with his wife and their daughter, Brinkley. When he's not helping clients optimize their retirement plans, he enjoys spending time with his family and posting terrible golf scores.
Additional information about Greg can be found on the SEC website.