Broker Check

Family Values with Wall Street Resources

We look forward to serving you.

George Heathcote

Co-Founder, Financial Advisor

(608) 254 9664

(608) 234 5727

George.Heathcote@ShepherdFinancialAdvisors.com

I am passionate about helping people with their finances. I think the lack of financial education and the deception it leads to, fuels me to bring knowledge and clarity to my clients. The positive impact I have on people's overall...

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Ryan Bell

Co-Founder, Financial Advisor

(608) 208-6393

(608) 234 5727

Ryan.Bell@ShepherdFinancialAdvisors.com

Ryan started his career in the finance industry with Merrill Edge and Merrill Lynch. There, he quickly learned of his desire to serve clients with a more holistic approach, which led him to start his own practice as an independent...

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Jim Delaney

Financial Advisor, Investment Advisor Representative

(608) 200 4991

(608) 234 5727

James.Delaney@ShepherdFinancialAdvisors.com

“Everyone has a unique situation, and it's about finding the right action plan to help them achieve their best outcome.” Jim’s significant experience in starting, growing, and selling businesses provides him with a broad understanding of th

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Victoria Zimmerman

Client Experience Manager

(608) 888-2641

(608) 234-5727

Victoria.Zimmerman@ShepherdFinancialAdvisors.com

Victoria is our in-house business manager and makes sure our client onboarding and service experience is as smooth as possible. We love her efficiency and organization, she is a valuable part of our team! She lives with her husband and...

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Christine Johnson

Client Onboarding Specialist

(608) 234 5734 x108

(608) 234 5727

Christine.Johnson@AtriaWealth.com

Christine is a wizard with our advanced technology. She is great at helping clients walk through the onboarding process and smoothing out any potential bumps along the way!
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.