About Us

David Shepherd

President

David has been educating pre-retirees and retirees in Louisiana since 1982. He has a talent for taking complicated financial issues and breaking them down into easy-to-understand concepts. Through the years, whether in workshops, seminars, or personalized meetings, David has helped thousands of people reach a better understanding of the financial issues they face in retirement. By providing individuals with not only a better understanding of today’s challenges but also real-world solutions to these issues, he allows his audience to make informed choices about their retirement.

Away from the office, David enjoys spending time with his family, especially his grandchildren. He also enjoys working and fishing on his property in Greenwell Springs, Louisiana.

Travis Shepherd

Founder & Advisor

Travis is passionate about his clients’ financial education and the difference it can make in their retirement. Since 2007, he has been informing pre-retirees and retirees of real-world truths so they can be more aware of today’s financial challenges. With his securities license, Travis brings a unique perspective to his side of the partnership, focusing on holistic planning for retirement. His goal is to help his clients make more informed decisions before and during retirement. Away from the office, Travis enjoys spending time with his family, cooking, traveling, and fishing.

Stacie Gallman

Director of Operations

Stacie Gallman joined Shepherd Wealth Solutions in 2015. She manages the office while delivering outstanding care and customer service to our clients. She also manages our workshops and events to ensure educational and enjoyable experiences for our current and prospective clients.

In her spare time, Stacie enjoys spending time with her husband, Matt, their three children, and her three golden doodles.

Hope Lasseigne

Creative Director

Hope Lasseigne joined Shepherd Wealth Solutions in 2022. Her job is focused on design, content handling, marketing, photography, and social media.

Hope is a 2023 graduate of Southeastern Louisiana University and has a master’s degree in fine arts with a concentration in graphic design.

Away from the office, Hope enjoys fishing, hunting, traveling, and designing.

Haley Craig

Director of Client Experience

Haley joined Shepherd Wealth Solutions in 2021. She is focused on building relationships with clients to ensure that their needs are met. She handles day-to-day processing for new and existing clients. As our director of client experience, Haley is happy to assist Shepherd Wealth Solution’s clients with outstanding care and attention and strives to provide top-notch experience.

Outside the office, Haley loves spending time with her daughter and working to grow her farm.