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About Us

Meet The Team

David Shepherd headshot

David Shepherd


David has been educating pre-retirees and retirees of 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. Providing individuals with not only a better understanding of today’s challenges but also real-world solutions to these issues 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 headshot

Travis Shepherd

Partner & Investment Advisor Representative

Travis is passionate about his clients’ financial education and the difference it can make in retirement. Since 2007, he has been informing pre-retirees and retirees of real-world truths so that they can be more aware of today’s financial challenges. 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.

Maria Shepherd headshot coming soon

Maria Shepherd

Director of Marketing and Events

Bio coming soon!

Stacie Gallman headshot coming soon

Stacie Gallman

Director of Client Relations

Bio coming soon!

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at or call us at 225-791-7011 today!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.