Please join me in welcoming Kristin Perez to the Shepherd family as a Client Service Specialist.  Some of you may have had the privilege of being served by Kristin at my former firm, and the rest of you will thoroughly enjoy getting to know her along the way.  Kristin brings a huge heart to serve and love on our clients, and will do whatever it takes to create that raving fan experience.   She and I have worked together for the past five years and are now rejoined at Shepherd.  She is a great point of contact for anything you might need, and will be a huge asset to our team.

If you’d like to welcome her aboard, you can send her an email at kristin@shepherdwealthpartners.com.