Curtis Shepard

Curtis Shepard

Founder & President

Curtis is the founder and President of S&A Financial Services, Inc. Curtis began his career over 30 years ago in the financial planning field. Curtis is a Certified Financial Planner and has specialized in working with those in higher education.  After spending 18 years with a national insurance company designing and implementing retirement plans in the 403(b) field, he started his own company to bring independent services to his clients.  Curtis incorporated S&A Financial Services, Inc. in 1993 and filed as a Registered Investment Advisory (RIA) firm. His vision of providing professional, objective, and personalized financial guidance continues today with clients all over the country.  

Curtis and his wife Debbie have been married for over 40 years and have two sons, one of which, works for S&A Financial Services, Inc. Curtis and his wife have resided in the Kansas City metro area since 1974. Curtis is an avid outdoorsman and he and Debbie enjoy spending time at their second home in Scottsdale, AZ. and travelling to new destinations together. They also enjoy spending time with their four grandchildren.