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Paul S
CFP®, ChFC®, Series 63, Series 65
Cleveland, OH
Tlg Advisors, Inc.
Paul Shepherd is a CFP® and ChFC® with 16 years of industry experience, currently serving as an advisor at TLG Advisors, Inc. He has worked with The Leaders Group, Inc. and J L Thomas & Company, Inc. for the past 10 years. In addition to his advisory role, he is involved as a regional vice president and wholesaler with J L Thomas & Company, an insurance brokerage, and occasionally refers clients to a property and casualty insurance agency. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm specializes in investment supervisory services, portfolio management, and fiduciary services for ERISA-qualified plans, utilizing manager selection, fundamental analysis, and Modern Portfolio Theory to build diversified portfolios.
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