Please join me in welcoming Cambell Conard to the team at Shepherd Wealth Partners. Cambell will be serving as a Financial Planning Associate – helping in the building and maintaining of our clients’ financial plans, assisting with operational areas of the firm, and doing a bit of everything to make our service more excellent!
A native of the Asheville area, Cambell spent his time in college playing baseball and studying finance. After winning a National Championship with North Greenville University, he transferred to Liberty University to finish up his bachelor’s degree in Financial Planning. He’s currently studying for both the Certified Financial Planner™ and Certified Kingdom Advisor’s designations. Outside of serving clients, Cambell enjoys golf, snowboarding, spending time with his fiancée Allie and their dog Leo, and being around family and friends.
Cambell will be your go-to for anything related to technical needs – transferring funds to or from your account, updating addresses, accessing your planning/investment info, and everything in between. He’ll be reaching out from time to time to set up meetings, gather updates for your plan, follow up from meetings, etc. Charles will still be your primary contact for talking over your investments, wisdom-related questions, and the deeper-level items related to money and life. Not sure who to reach out to? Just copy us both when in doubt!
We’re really excited to have Cambell as part of the team, and I know you’ll enjoy getting to know him over the years to come. Please join me in welcoming him to the family! Cambell can be reached directly at [email protected] or by calling our main line at 704-443-8455.BACK TO NEWS