Financial Planners & Investment Managers in Madison, WI

Family Values with Wall Street Resources

We look forward to serving you.

Ryan Bell

Co-Founder, Financial Advisor

(608) 234 5727

Ryan’s journey in financial planning started at Merrill Edge and Merrill Lynch, where he got his first taste of the industry. Pretty quickly, though, he realized something was missing—he didn’t just want to help people pick investments...

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 confusion it leads to, fuels me to bring knowledge and clarity to my clients. The positive impact I have on people's overall...

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

Howie Riemann

Financial Planner

262-490-6477

Howard.Riemann@ShepherdFinancialAdvisors.com

Growing up in Oconomowoc, WI, my parents, Brad and Jill, instilled in me the belief that everyone is here to help others in some way. I’ve taken that to heart in my career, guiding families, individuals, and business owners through...

Catie Lamberson

Business Office Manager

6082345734

6082345727

Originally from New Jersey, Catie joined Shepherd Financial Advisors in 2025 after moving to Madison from northern Wisconsin, where she spent the past year working at a camp in the Northwoods. Her background in hospitality and...

Alana Williams

Advisor Support

Alana is an administrative professional with over 10 years in the financial industry. Eight of those years were as an Internal Auditor in Louisiana at a credit union and two years as a Registration Specialist at a Broker/ Dealer....

Kaili Ashman

Advisor Support

Kaili brings more than 10 years of experience in the financial services industry to Shepherd Financial Advisors. She works closely with clients and our advisors to coordinate paperwork, manage communications, and help ensure that...

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets - our personalized service focuses on 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.