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Todd Shepherd, MBA, CPA, CFP®

Wealth Manager, Partner
Todd serves as a Partner and Private 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. Todd has been ranked as the #5 Financial Advisor in the state of Kansas on Barron's list of 'Top Financial Advisors by State' (2019*) and has been selected as one of Ingram's "40 Under Forty" (2009) 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 served 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 also 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.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021