Our Team
Tom Shepard, CFP, Founder & CEO.
Tom has worked in the world of finance for over 27 years. He has served as Finance Director at Maine School Administrative District 51, and is the Treasurer of Sea Change Yoga – a Trauma Sensitive offering to underserved populations. Tom was both a student and a teacher as a member of the Omicron Class at the Institute for Civic Leadership producing Writings on the Seven Levels of Sustainable Non-Profits, and taught personal finance and mathematics at Gould Academy in the mid-1990’s. Tom gives workshops using the principles which guide his business to different audiences principally through Currency Camp LLC, has been an interesting guest on various radio shows and podcasts and recently published the book, Money Isn’t Everything, Everything is Money: A personalized approach to valuing Time, Energy, Relationships and Money. Tom is an avid lacrosse player and lives with his family in Cumberland, Maine.
Jennifer Kanwit, EA, Business Partner
As the EA, Business Partner at shepard FINANCIAL, Jennifer is focused on client management and event planning for the Currency Institute event space. Jennifer’s 10 year track record supporting diverse groups of leaders and working on a broad array of events has lead Jennifer to focus on building her network and creating community collaborations. Prior to this role, Jennifer worked at Coastal Enterprises, supporting the CEO, President and Women’s Business Center program.
Jennifer holds a B.A. from Rutgers College and Masters degrees from Columbia – Teachers College. When she is not working, Jennifer enjoys spending time skiing and sailing with her husband, two kids and Labradoodle.
Nate Waller, DIrector of Operations, Financial Advisor
Nate has worked in the financial services industry for more than 14 years, joining shepard FINANCIAL in 2016.
As the Director of Operations and a Financial Advisor, Nate combines a strong foundation in relationship management with a personalized approach to financial planning. Nate believes financial planning isn’t just about preparing for tomorrow; it’s about creating strategies that enhance your life now while laying the groundwork for long-term success.
Nate attended the University of Maine, graduating with a degree in Business Administration. With more than ten years of financial experience, he holds the FINRA Series 7, 63 securities registrations through LPL Financial and the 65 through Flagship Harbor Advisors. Is also licensed in the State of Maine for Life and Health Insurance license and is a registered Notary Public.
Nate lives in Windham, Maine with his wife Samantha and daughter Lillie. He grew up on the ice playing hockey and spends his summers enjoying golf.
Tim Wyand, CSRIC®, Financial Advisor, Chief Investment Strategist
Tim brings a global perspective and a values-based approach to wealth management and financial planning. He began his career in New York City with Bear Stearns and Citigroup, gaining a strong foundation in traditional finance. In 2013, his path took a more mission-driven turn as he worked with early investors in East Africa, followed by a role with the UN-supported Principles for Responsible Investment in London, where he collaborated with institutional asset owners to advance responsible investing practices worldwide.
Since returning to the U.S., Tim has focused on building strategies that help individuals and families grow their wealth with intention—integrating environmental and social considerations alongside financial goals. Since joining Shepard Financial in 2020, he has continued to develop personalized planning solutions that support long-term success and meaningful impact.
When he's not working with clients, Tim enjoys spending time outdoors with his wife, Chloe, and son, Aedan—hiking, camping, and exploring nature together.