Gregory C. Shepard, CFS

Gregory C. Shepard, CFS

Investment Advisor

Greg has been with S&A Financial Services, Inc. since 2001.  Greg specializes in working with those in the higher education space – specifically those dealing with complicated TIAA accounts.  Greg currently hosts a podcast, HigherEd Retire, and a YouTube page under the same title.

Prior to S&A, Greg was employed by Charles Schwab as a Senior Registered Broker. 

Greg has been asked to speak at various higher education conferences regarding retirement planning / investment management. 

In this podcast, higher ed employees can learn.....

Why you should use a financial advisor in your university retirement plan
Why TIAA Traditional is a TRICKY Investment
What are Target Date Funds
What is BrokerageLink
Which 403b company do I use

Before joining S&A, he was employed by Charles Schwab & Co., Inc as a Senior Registered Broker.  Greg has spoken at various higher education conferences regarding retirement and has been an adjunct lecturer at various local community colleges speaking on financial related topics.  Greg currently holds a CFS designation.  Greg is married with one daughter, Brinkley, and they currently live in Lenexa, KS.  

Additional information about Greg can be found on the SEC website.