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Jesse Shepherd

Jesse Shepherd

Financial Advisor

Assistants:

kimberly@shepherd-legacy.com

Specialities:

Retirement Planning

Investment Management

Estate Planning

Languages

Artisan Capital Partners

About Jesse Shepherd

Jesse co-founded Shepherd Legacy Financial with a clear vision to build a financial firm that feels like family. As a financial advisor, Jesse takes pride in helping families build wealth with purpose from retirement planning to creating lasting legacies.

With years of experience guiding families through retirement, legacy, and wealth planning, Jesse brings a calm, confident approach to every conversation. His passion lies in helping others build and protect generational wealth.

Outside the office, you’ll find Jesse spending time with his daughter, Lola, and playing guitar all while building a legacy of his own alongside his wife and father.

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