Meet the Team

“My mission is to provide every client with targeted, comprehensive financial advice delivered with exceptional service and professional integrity.”


FOCUS

Through a long-term investment approach, Margo helps high-net-worth clients develop and implement strategies to support their financial and life goals. Margo’s title as Founder, Managing Partner and over 40 years of experience as a financial advisor recognizes her expertise. She leverages relationships with professionals in the areas of trust, money management, liability management, and estate planning strategies to help provide advice as sophisticated as her clients' needs., Margo’s goal is to help ensure clients receive the advice and service needed to help them preserve and grow their wealth across generations. Margo’s mission is to provide every client with targeted, comprehensive financial advice - delivered with exceptional service and professional integrity. She values the relationships she has established within her profession and community.

EDUCATION & PROFESSIONAL ACHIEVEMENTS

• University of North Carolina, Phi Beta Kappa graduate; inducted into Beta Gamma Sigma, the business honorary fraternity

• Sigma Sigma Sigma Sorority-Chapter President

• University of Kansas, MBA, Finance

• Forbes Best-in-State Wealth Management Teams 2024¹

• Forbes Best-In-State Women Advisors 2022-2024²

• Forbes America’s Top Women Advisors 2020-2021³

• Named to AdvisorHub's 50 Women Advisors to Watch 2023

• CERTIFIED FINANCIAL PLANNER^TM professional certification⁴

• Certified Investment Management Analyst^® (CIMA^®) designation

COMMUNITY

• University of Kansas Business School Dean’s Advisory Board

• UNC Kenan-Flagler Alumni Council

• Diocese of Kansas City-St. Joseph Finance Council and Investment Committee

PERSONAL

Outside of the office Margo enjoys activities such as golf, cycling, pickleball, snow skiing. In addition, she is an avid reader and world explorer.

Margo is married to Michael Shepard, and they have 3 children: a son, Andrew, and two daughters Annie, and Emily.

Grandson, AJ and Granddaughter, Emerson

CA Insurance License Number: 0C51978. Resident State MO.

1 Source: Forbes.com (Awarded January 2024) Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23. Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2 Forbes.com 2024 Forbes Best-in-State Women Advisors Awarded February 2024. Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23. Fee paid for use of marketing materials. The Forbes Best-in-State Women Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2023 Forbes Best-in-State Women Advisors Awarded February 2023. Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22. 2022 Forbes Best-in-State Women Advisors Awarded February 2022. Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21.

3 Source: Forbes.com 2023 Forbes America’s Top Women Wealth Advisors Awarded February 2023. Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22. Fee paid for use of marketing materials. The Forbes America’s Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2022 Forbes America’s Top Women Wealth Advisors Awarded February 2022. Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21. 2021 Forbes America’s Top Women Wealth Advisors Awarded March 2021. Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20. 2020 Forbes America’s Top Women Wealth Advisors Awarded April 2020. Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19.

“I am a second-generation Financial Advisor and grew up in the industry. Learning from my mother, Margo, I gained a keen perspective on the importance of helping clients identify and plan for their long-term financial goals.”

Focus
I listen to my clients to understand what they want to accomplish then build customized wealth management plans and provide guidance to help them make smart investment decisions throughout their lives and achieve their vision for the future.

Achievements, experience & education
I pursued my interest in becoming a Financial Advisor after growing up in the industry and seeing first-hand how my mother, as a Financial Advisor, helped her clients put planning strategies in place to address each financial goal and challenge throughout their lives.My educational background includes earning my Masters in Business (MBA) from Rockhurst University and my Bachelor of Business Administration in Finance from the Cox School of Business at Southern Methodist University. I began my career at Raytheon in the Financial Leadership Development Program for 4 years before transitioning to Cerner as a Financial Analyst. In 2016, I joined Wells Fargo Advisors as a Financial Advisor and in 2018 I partnered with my mother, Margo Shepard. On March 1, 2024 we founded our independent practice Shepard Wealth Advisors, LLC.Together, our team is dedicated to helping individuals and businesses develop financial and investment strategies that align with their needs, goals, and risk tolerances. Our mission is to provide every client with targeted, comprehensive financial advice and portfolio management strategies - delivered with the highest level of personal service and professional integrity.

Away from the office
In addition to helping my clients, I am committed to helping my community. As an Eagle Scout, I have always had a passion for the Scouts BSA, mentoring young people in rank advancements and planning city wide events for the Heart of America Council.In 2019, I was selected to join the Greater Kansas City Chamber of Commerce Centurions leadership development program, providing an opportunity to learn in depth about the opportunities and challenges facing the city.I am an avid Kansas City Royals fan.

CA Insurance License Number: 0M53346. Resident State MO.

Focus

Issie brings a joyful attitude, enthusiasm, and thinks critically to solve problems and help clients with their service needs. Her role on the team is handling administrative duties including answering incoming calls, account maintenance, opening new accounts, document management and asset movement. She also facilitates communication and relationships with third parties to resolve client and team requests.


Background & education

Issie spent most of her formative years growing up in London, England. After moving back to the United States, she attended Emporia State University and graduated Summa Cum Laude with a Bachelor of Science in Studio Art and a minor in Psychology.

At Emporia State, Issie excelled as an award-winning collegiate debater who worked as an administrative assistant for the Director of Debate.

After graduating, she worked in administration and education for the nonprofit Blue River Forest Nature Sanctuary.

Before joining FCS in 2023, Issie built her extensive customer service experience from various roles in hospitality, which shines through in her passion to build lasting and meaningful relationships.

Issie is a Certified Public Notary in the state of Missouri.


Personal

Issie enjoys a variety of art-making practices including printmaking, ceramics, and painting. She likes to spend time in nature and has a passion for traveling.