JENN ROSS SHEPARD, CFA, CFP®, CPWA®: V.P., SENIOR WEALTH ADVISOR, CURI RMB CAPITAL

Jenn Ross Shepard brings more than 30 years of experience in wealth management and financial planning, helping her clients navigate the opportunities and challenges that come with significant wealth. “Too often, people feel constrained by their wealth and the fear that a poor decision will lead to negative outcomes. I want to change the dynamic to put my clients in control and let them own the path of their financial destiny,” says Shepard, adding that communication, collaboration, and proactive guidance are essential pieces of the process. “My ultimate goal is to help my clients use their wealth to create a life that is meaningful and aligned with their personal values and goals.”

Above all, her fiduciary commitment ensures that the needs of her clients always come first. “I take on my clients’ burdens, worries, and responsibilities so that they can rest better knowing someone is working tirelessly to assist with and protect their interests,” says Shepard, explaining that while the world of finance is oftentimes equated with math, she strives to engage more meaningfully with clients through conversation and counseling versus simply crunching numbers. “My greatest joy comes when my clients embrace a financial decision with confidence and clarity, knowing that they have done the work to understand what their priorities are and how their decisions impact their pool of resources.”

She aims to provide exceptional client service and exceed expectations for all interactions, regardless of how big or small. Most of all, Shepard is there to help her clients avoid making common financial mistakes that can have long-term impact. “Financial stability hinges on the interplay between one’s decisions and one’s goals, so it is critical to assess whether a choice moves one towards or away from a set of goals,” she adds. “Working with a financial advisor can provide the necessary framework through which one can evaluate the impact of their choices, and importantly can help a client track progress along the way as circumstances change.”

For more information, visit rmbcapital.com/people/jenn-shepard.