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 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 joined Shepherd Wealth Solutions in 2015. She handles all educational workshops and client events for the company, including planning and coordinating special promotional activities in the community. She prepares and distributes client-related marketing, education, and communication materials and enjoys working to provide enjoyable events for our clients and new families.
As of our director of marketing and events, Maria is happy to assist Shepherd Wealth Solutions clients with outstanding care and attention and strives to provide a top-notch experience at each event held. She enjoys spending time with her husband, Travis Shepherd, and their two girls.
Stacie Gallman joined Shepherd Wealth Solutions in 2015. She handles day-to-day processing for new and existing clients, helping to ensure a seamless transition for all incoming transfers of existing investments.
Stacie works closely with our vendors on account transfers to make sure they are completed correctly and in a timely manner. She will follow up on each transfer until the account is completely funded and she is available to provide updates and answer questions throughout the process.
As our director of client relations, Stacie is happy to assist Shepherd Wealth Solutions clients with outstanding care and attention and strives to provide a top-notch experience. She enjoys spending time with her husband, Matt Gallman, and their three children.