Todd Shepherd, MBA, CPA, CFP®, Wealth Manager

Todd serves as a Wealth Manager, working directly with clients to develop and coordinate the financial, investment, tax and estate aspects of their plan. Prior to joining Creative Planning, Todd operated his own firm where he specialized in providing financial planning and tax services. His philosophy has always been to serve clients in a manner that he would want to be served. Therefore, he joined Creative Planning to work with clients using the holistic and comprehensive approach which has made Creative Planning one of the fastest growing private wealth management firms in the country.

In 2009, Todd was selected as one of Ingram’s “40 Under Forty” honorees which recognizes the most accomplished business and community leaders in the Kansas City region under 40 years of age.

Todd graduated from the University of Kansas in 1991 with a major in Accounting and earned a Master of Business Administration degree from Rockhurst University in 2001. He is a Certified Public Accountant (CPA) in the states of Missouri and Kansas and has also earned the CERTIFIED FINANCIAL PLANNER™ certification.

Todd also serves on the Executive Board of Directors for KC CAN, an organization of volunteers dedicated to improving the quality of life of children in Kansas City. He served on the board of directors of the Financial Planning Association of Greater Kansas City.

Todd is married to Vicki and has three sons, Jake, Will and Drew.

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