Nick Sheppard

About Nick Sheppard

Nick joined Renaissance Financial because of the firm’s ability to provide solutions to both individuals and businesses. He specializes in working with individuals and their families to develop, implement and maintain comprehensive strategies to help pursue their financial goals. For his business owner and entrepreneur clients, Nick works closely with Renaissance’s team members to provide assistance in the design and management of their benefits packages, retirement solutions and tactics for transitioning their businesses. Nick attended Drury University for two years on a golf scholarship before transferring to The Walton College of Business at the University of Arkansas, where he earned his Bachelor of Science in finance with a focus on financial management and investments. He has been an advisor with Renaissance Financial since graduating in 2012 and just recently moved back home to Springfield, MO where he is excited to grow Renaissance Financial and get involved in the community. Nick has attained his Life, Accident, and Health Insurance Agent license, as well as his FINRA Series 7 and 66 registrations. Nick is a member of First and Calvary Presbyterian Church and also serves as Vice Chair on the Advisory Board for the Salvation Army. Outside of the office, he can be found spending time with his wife and their two boys, hunting, and playing golf at Hickory Hills Country Club.

Experience

1. Financial Advisor

   Renaissance Financial

   Jun 2013 — Present

Education

• University of Arkansas at Fayetteville

  Bachelor of Science (B.S.)

  2010 — 2012

Skills

• Investment Advisory
• Investments
• Acoustic Guitar
• Finance
• Licensed Life & Health Insurance Agent
• Retirement Planning
• Profit Sharing
• 401k
• Golf
• Small Business
• Series 7 & 66 Registered
• Estate Planning
• Microsoft Office
• Personal Financial Planning
• Employee Benefits
• Financial Services
• Hunting
• Politics
• Iras