Tom Shepard

Tom Shepard is a Certified Financial Planner™ professional, Accredited Portfolio Management Advisor℠, and the founder of Shepard FINANCIAL and The Currency Institute. With nearly 30 years in the world of finance, Tom has built his career on a mission to transform the way individuals and organizations think about money. His work integrates wealth management, personal growth, holistic wellness, and financial empowerment to help people align their resources with their values.

As an author and thought leader, Tom published Money Isn’t Everything, Everything Is Money: A Personalized Approach to Valuing Time, Energy, Relationships, and Money. The book is built on his original Find Your Financial Nature™ tool, which helps people discover how they are hard-wired to interact with money. This framework empowers individuals, families, and business partners to better understand their behaviors, reduce conflict, and make more conscious financial decisions.

Beyond finance, Tom is an avid lacrosse player and outdoor adventurer. When he’s not driving off-road vehicles in Moab or fixing up his rustic cabin in the Maine woods, he lives with his family in Cumberland, Maine.