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Meet R. Mark Shepherd of Shepherd Financial Partners in Winchester

Today we’d like to introduce you to R. Mark Shepherd.

So, before we jump into specific questions about the business, why don’t you give us some details about you and your story.
After graduating from college, I first started at KPMG. There I had the great opportunity to work with one family, a multi- billion dollar family, in Texas. The experience I had there was quite extraordinary; to have exposure to family planning, tax planning for domestic and international, company governance, and how to manage highly concentrated stock positions of public companies. Having that opportunity was quite formative and unique and provided the foundation for me to launch our business here. I then had an opportunity to put to work all I had learned serving my own family. When my grandfather died, my family needed help and my Dad asked me to help sort some things out. Family members were fighting and there was confusion around companies and assets that were part of our family business. This experience gave me the foundation to begin my own firm.

Today, I would describe Shepherd Financial Partners as serving families in transition, similar to what I did for my own family. Our offering of handling complex family and business situations for our clients is a distinct aspect of our firm. The integration of generational family wealth is a cornerstone to who we are here. Whether it is divorce planning, family business planning, succession planning, special needs planning, corporate executives retiring; it is about helping a lot of people thru transition. We take our clients through these transitions by integrating the emotional changes with the financial changes needed and this provides true empowerment to our client. It puts them where they need to be and to deal with the changes in their financial and family dynamic that is going on.

Has it been a smooth road?
My #1 obstacle was myself. In the beginning, I did not have the right skills to fulfill building the firm. I tried to do many things on my own and found that I couldn’t get where I wanted to go. I started to seek out building a team to serve our clients in the manner I have described. I had the vision for the firm we are today. Then I brought in some key people, and that has transformed the firm to be where we are and who we are today.

So, as you know, we’re impressed with Shepherd Financial Partners – tell our readers more, for example what you’re most proud of as a company and what sets you apart from others.
I am most proud of the breadth of services we provide to our clients, I feel our clients appreciate the high level of service we offer.

Let’s touch on your thoughts about our city – what do you like the most and least?
I am a life-long New Englander. I love having both the mountains and the ocean within arm’s reach. This coupled with the concerts, lectures and educational resources at our fingertips makes for a lifestyle second to none in my view. I also relate to the groundedness of New Englanders- once we know you, you are a friend for life.

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