About Shepherd

Where Values, Faith, and Finances Meet

Shepherd Wealth Partners was founded on the belief that financial decisions are never only financial.

We help clients steward wealth with wisdom, align financial choices with deeply held values, and thoughtfully navigate the intersection of faith and finances.

Our Christian faith shapes how we serve: with integrity, humility, personal care, generosity, and a responsibility to put our clients’ interests first.

We believe wealth is a test of our faith before it is a measure of our success.

Our Team

Meet the People Behind Your Plan

CEO

Charles Terry

Charles Terry is the owner and CEO of Shepherd Wealth Partners.

As a Certified Financial Planner, he has served as a fee-only advisor since 2006 and has a passion for equipping and encouraging clients to better steward their time, talents, and treasures.

Charles has regularly served as a Subject Matter Expert for the CFP Board. A mathematics major from UNC, he loves numbers, Carolina basketball, and time with his wife and five children.

His earlier career was on staff with Young Life, a high school outreach ministry, before he realized that he could combine his love for numbers, deep personal relationships, and Biblical perspective into the role of a financial advisor.

Financial Planner and Investment Advisor Representative

Cambell Conard

Cambell Conard is a Financial Planner at Shepherd Wealth Partners.

Since a young age, Cambell has had a passion for finance. That passion led him to a career helping people pursue their goals while aligning financial decisions with their personal values. He is driven to guide clients through the technical, spiritual, and emotional challenges of wealth.

Cambell played college baseball, where he learned invaluable lessons in teamwork, work ethic, and dedication. After winning a national championship at North Greenville University, he transferred to Liberty University to complete his degree in financial planning. He is currently working toward his Certified Financial Planner and Certified Kingdom Advisor designations.

Outside of serving clients, Cambell enjoys spending time with his lovely wife Allie and daughter Sadie, playing golf, snowboarding, and being around family and friends. He grew up right outside of Asheville, NC.

Investment Operations Manager

Diane Nelson

Diane Nelson is an Investment Operations Manager at Shepherd Wealth Partners.

Diane joined Shepherd Wealth Partners in March 2026, bringing three years of prior experience in investment operations and comprehensive financial planning. She is thrilled to be a part of the SWP team and combine her love for financial education with a mindset of stewardship and generosity.

Diane earned a Business Administration degree from the Kenan-Flagler School of Business at UNC Chapel Hill. Post graduation, she had a long career in management consulting with Accenture in the Washington, DC area, focusing on process improvement, change management, and strategic planning in the energy and national defense sectors.

Diane lives in Brevard, NC with her husband and two elementary-aged sons. She’s always looking for opportunities to create experiences for her boys and have adventures with friends and family.