Tim Wyand, CFP^®, CSRIC^®

Tim Wyand brings a global perspective and values-based approach to wealth management and financial planning at Shepard Financial, where he serves as Chief Investment Strategist.

He began his career in New York City, building a strong foundation in traditional finance with firms including Bear Stearns and Citigroup. In 2013, his work took a more mission-driven direction, collaborating with early-stage investors in East Africa before moving to London to work with the UN-supported Principles for Responsible Investment (PRI), where he partnered with institutional asset owners worldwide to advance responsible investing practices.

Since joining Shepard Financial in 2020, Tim has focused on developing thoughtful, personalized investment strategies that align financial goals with environmental and social considerations. As a CFP® professional and holder of the CSRIC® designation, he is committed to helping clients pursue long-term success with intention and impact.

Tim lives in Maine with his wife and son. Outside of work, he enjoys hiking, camping, and spending time outdoors with his family.