Craig Shepard

Craig holds a Bachelor of Science in Business Finance from Valparaiso University. He has 21 years of experience in financial services with an emphasis on Retirement Income Planning. A Fiduciary and an Investment Advisor Representative, Craig is Series 66, Life, Accident & Health insurance licensed in Massachusetts, New Hampshire and Rhode Island. Craig is also FedSmart™ trained and is a National Social Security Advisor.

A native New Englander, Craig grew up in South Burlington Vermont and is a Massachusetts resident for the last 28 years. Married for 24 years to his wife, Jerilyn, they live in Natick, Massachusetts – a short distance from their three grandsons: Jackson, Justin and Jordan. As an enthusiastic outdoorsman and fisherman, when not working, Craig has been known to take the boys to remote wilds of New England in pursuit of Striped Bass, Maine Brooktrout and Atlantic Landlocked Salmon. CONTACT ME

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