portrait of Alicia Shepherd

About Alicia

I feel extremely fortunate to have found a career that I truly love. My clients feel like family, and I wake up every day, striving to fulfill my purpose of helping my clients live their best life. I left the healthcare field almost a decade ago because a colleague suddenly passed, leaving his family emotionally and financially devastated. Experiencing this hardship encouraged me to take my passion of helping people to the financial field and help make sure this didn't happen to anyone else I know.

My extensive background in health and wealth has led me to partner with people that...

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Charitable Giving
  • Divorce Finances

Work History

  • Edward JonesJanuary 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Grand Canyon UniversityBachelor of Science

Personal Interests

  • Outdoor Enthusiast
  • Hiking
  • Traveling
  • Archery
  • Pickleball

Team Members

  • Kelsey DeMeyer
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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