A complete list of active advisors currently associated with Shepherd Wealth & Retirement LLC

Warmer can help you find a great advisor at Shepherd Wealth & Retirement LLC or one who fits your needs even better.

Shepherd Wealth & Retirement, LLC provides discretionary and non‑discretionary investment management, financial planning, and retirement‑plan consulting to individual clients (including high‑net‑worth households) and plan sponsors. The firm also offers participant education, variable annuity sub‑account management, and other consulting services under written agreements. The firm constructs customized asset allocations using mutual funds, exchange‑traded funds, individual equities and fixed‑income, and applies fundamental, technical and cyclical analysis with periodic account reviews. In managing client accounts it may employ derivatives and related strategies—such as options, covered calls, inverse/enhanced ETFs and structured notes—alongside allocations to private investment funds, and treats cash as an asset class within its models. Noteworthy distinctions include the explicit use of derivatives and structured products in separately managed accounts and an affiliated insurance agency, Retirement Financial Services, Inc., with related persons licensed to sell insurance products on a commission basis, a relationship the brochure discloses as a potential conflict of interest. The firm also documents formal controls around AI use and reporting tools (e.g., Orion Planning) and is operated by a three‑advisor team overseeing roughly $97 million in discretionary assets for about 129 clients.

To learn more about the advisors currently working at Shepherd Wealth & Retirement LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Sherry Miller	Tucson, AZ	26
David Shepherd Jr.	Tucson, AZ	25
David Shepherd	Tucson, AZ	36

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