Sherry Miller is a financial advisor at Shepherd Wealth & Retirement LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Financial LLC and Retirement Financial Services, Inc. Miller has been involved with Retirement Financial Services, Inc., a non-variable insurance business, since 1995. Shepherd Wealth & Retirement advises individual and institutional clients, including high-net-worth individuals and retirement plans, offering discretionary and non-discretionary portfolio management, retirement-plan consulting, and financial planning. The firm customizes asset allocations based on clients’ goals and risk tolerance and employs a range of investment strategies, including the use of derivatives and insurance products through its affiliation with Retirement Financial Services, Inc.

David Shepherd Jr. is a CFP® with 25 years of industry experience, currently serving as an advisor at Shepherd Wealth & Retirement LLC since 2019. He previously worked at Shepherd Wealth Group, Inc. and LPL Financial, LLC, where he spent 18 years. He is also involved with a related insurance agency, Retirement Financial Services, Inc., dedicating a small portion of his time there. Shepherd Wealth & Retirement LLC provides investment management, financial planning, and retirement-plan consulting to individual clients, including high-net-worth households, as well as plan sponsors. The firm employs customized asset allocations using a variety of investment instruments and incorporates derivatives and structured products in separately managed accounts.

David Shepherd is a CFP® and ChFC® with 36 years of industry experience. He is the principal of Shepherd Wealth & Retirement LLC in Tucson, AZ, where he has worked since 2019. Prior to this, he held roles at LPL Financial, LLC and has been involved with Retirement Financial Services, Inc., an insurance-related business, since 1986. Shepherd Wealth & Retirement advises individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans. The firm provides portfolio management, retirement-plan consulting, and financial planning, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, and derivatives for hedging and tactical exposure.