Alex J. Sheppard

Advisor, Shareholder
MBA, CFP
Raised in Eugene, Oregon, Alex joined Financial Reserve in 2009. He holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Alex is a Certified Financial Planner (CFP®). Before joining the firm, Alex worked with the H Group as an advisor and as an analyst with Franklin Templeton Investments. Alex earned his B.A. in mathematical economics from Pomona College and his MBA from The University of Texas at Austin.

Alex and his wife, Virginia, have a daughter, Camila. Alex enjoys tennis, golf, skiing and reading novels.