Who We Are

Ryan T. Shepherd CFA, CFP®

Director of Financial Planning

Ryan graduated Summa Cum Laude from Hanover College in 2008 with a double major in Business Administration (Finance) and Ecumenics (Ethics); he also managed to double minor in Economics and Classical Greek. Prior to coming aboard Wealthquest, Ryan gained several years of financial experience working for institutions such as UBS Wealth Management, Edward Jones, and the Asian Development Bank in Kathmandu, Nepal. Ryan earned the right to use the CFP® mark in 2011. He then completed the rigorous Chartered Financial Analyst® (CFA) Program to earn the CFA charter, the most respected and recognized investment designation in the world.

Ryan is married and has a young son.  He very much enjoys spending time with family, playing sports, and dabbling in designing educational strategy games.  He and his wife are actively involved in their church and its community activities.

City of Refuge Center, Healing Center of Cincinnati

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Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
$5,000 - $350,000

Pay Separately

$350,000 - $2,500,000
> $2,500,000