Reports Super CPAs

Personal financial planning

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James M. Shepherd
Verus Financial Partners Inc.

James M. Shepherd
Verus Financial Partners Inc., Richmond

Title: Chair
Birthplace: Richmond
Education: Virginia Tech, bachelor’s degree; College of Financial Planning, master’s degree in wealth management; Virginia Commonwealth University, post-baccalaureate certificate of accounting
Spouse:  Theresa T. Shepherd
Adult children: Jamie S. Roy; Stephanie S. Hallam
Pets: Norwich  terrier
Hobbies: Woodworking and hiking
Favorite vacation spot: Colorado mountains
Fan of: Virginia Tech Hokies
First accounting job:  Kuehl Shepherd Kozlowski Inc.
Career mentor:  “F.D. Shepherd Jr. (Best Dad Ever)”

What is the most common mistake that people make in financial planning? “The most common mistake we see in financial planning are individuals not living within their means while not saving appropriate amounts to realize their goals and dreams.”

Personal financial planning list of Super CPAs


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