Malcolm Sheppard

For over a decade, Malcolm has had the pleasure of helping his clients navigate the important stages of their lives. Malcolm is a Certified Financial Planner, who believes that to accomplish his clients’ goals, it’s necessary to build a foundation of understanding and fostering deep relationships. Ideally, Malcolm loves to work with open minded people who are serious about building a bright financial plan.

Malcolm is an advocate for living an active lifestyle, believing it helps to foster growth and positivity. He holds his black belt in martial arts, participates in Ultimate Frisbee, and loves hiking through the East Coast Trails. Further, Malcolm has been an active member of the Freemasons for over 10 years helping to support community initiatives.