Focus
Through a long-term investment approach, Margo helps clients develop and implement individual wealth management strategies to support their unique financial and life goals. For over 40 years, Margo has centered her practice around providing clients with the advice and service needed to help them preserve and grow their wealth across generations.
Education & Professional Achievements
After growing up in Tampa, Florida, Margo attended the University of North Carolina at Chapel Hill. During her undergraduate years, she served as Chapter President for Sigma Sigma Sigma sorority and competed as a NCAA track athlete. She graduated Phi Beta Kappa with a B.S. in Business Administration and continued her educational journey by achieving her Master of Business Administration from the University of Kansas. Margo is incredibly passionate about education and has earned several post graduate designations including the Certified Financial Planner® credential and the Certified Investment Management Analyst® certification through the Wharton School of Business.
Margo serves on various not-for-profit boards, including the University of Kansas Business School Advisory Board, Kenan-Flagler Business School Advisory Council and the Diocesan Finance Council and Investment Committee for the Catholic Diocese of Kansas City-St. Joseph.
Awards
-
Forbes Best-in-State Wealth Management Teams 2024 & 20251
-
Forbes Top Women Wealth Advisors Best-In-State 2022-20252
-
Forbes Top Women Wealth Advisors 2020, 2021, 20253
-
Named to AdvisorHub's 50 Women Advisors to Watch 20234
- Barron's Top 100 Independent Advisors - 20255
- 2026 AdvisorHub 200 Women Advisors to Watch6
Personal
Outside of the office, Margo enjoys activities such as golf, cycling, pickleball, and snow skiing. She is an avid reader and well-traveled world explorer. Margo is married to Michael Shepard, and they have three children: Andrew, Annie, and Emily and two grandchildren: AJ, and Emerson.
CA Insurance License Number: 0C51978. Resident State MO.
1 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. View additional disclosures
2 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com). Forbes.com 2024 Forbes Top Women Wealth Advisors Best-In-State: Awarded February 2024. Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23. 2023 Forbes Best-in-State Women Advisors Awarded February 2023. Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22. 2022 Forbes Best-in-State Women Advisors Awarded February 2022. Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21. View additional disclosures
3 2025 Forbes Top Women Wealth Advisors: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com). 2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20 (Source: Forbes.com). 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 (Source: Forbes.com). View additional disclosures
4 The AdvisorHub 2023 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 50 Women Advisors ranking is a subcategory of the AdvisorHub 2023 Advisors to Watch rating and does not denote an additional rating. 1358 wealth managers were considered for the rating; 700 (51.5% of candidates) were named 2023 AdvisorHub Advisors to Watch.
5 2025 Barron’s Top 100 Independent Advisors: Awarded September 2025; Data Compiled by Barron's based on the time period from July 2024 - June 2025 (Source: Barrons.com). View additional disclosures
6 2026 AdvisorHub 200 Women Advisors to Watch: Awarded April 2026; Data compiled by AdvisorHub based on the time period from 12/31/24 - 12/31/25 (Source: AdvisorHub). The AdvisorHub 2026 200 Women Advisors to Watch rating produced by AdvisorHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria.
Managing Partner
CFP, CIMA
“I am a second-generation Financial Advisor and grew up in the industry. Learning from my mother, Margo, I gained a keen perspective on the importance of helping clients identify and plan for their long-term financial goals.”
Focus
Andrew is a dedicated Financial Advisor who takes the time to truly understand his clients’ aspirations, listening closely to what they hope to achieve. He then crafts personalized wealth management strategies designed to support informed investment decisions and help clients realize their vision for the future.
Education & Professional Achievements
The passion for financial planning was sparked early on, having grown up immersed in the industry and witnessing firsthand how his mother, also a Financial Advisor, empowered clients to navigate life’s financial complexities through thoughtful planning. Inspired by her example, Andrew pursued a career in financial advising. Andrew earned his Master in Business from Rockhurst University and his Bachelor of Business Administration in Finance from the Cox School of Business at Southern Methodist University. Andrew launched his career at Raytheon in the Financial Leadership Development Program where he spent four years before transitioning to Cerner as a Financial Analyst.
In 2016, Andrew joined Wells Fargo Advisors and, in 2018, formed a professional partnership with his mother, Margo Shepard. Their shared vision inspired the founding of Shepard Wealth Advisors, LLC in March 2024; an independent practice devoted to helping individuals and businesses develop investment and financial strategies that align with their needs, goals, and risk tolerances. Together, the Shepard team is dedicated to helping individuals and business develop financial and investment strategies that align with their needs, goals, and risk tolerances. Andrew’s mission is to provide every client with targeted, holistic financial advice and portfolio management strategies – delivered with the highest level of personal service and unwavering professional integrity.
Personal
Beyond serving his clients, Andrew is deeply committed to his community. An Eagle Scout with a passion for the Scouts BSA, he mentors youth in rank advancements and helps plan city wide events for the Heart of American Council. In 2019, Andrew was selected to join the Greater Kansas City Chamber of Commerce Centurions leadership development program, gaining deeper insight into the opportunities and challenges facing the city.
Andrew married his wife, Katherine, in May of 2025. A devoted Kansas City Royals fan, he has proudly attended a game in all 30 Major League ballparks, a testament to his love for baseball and adventure alike.
CA Insurance License Number: 0M53346. Resident State MO.
Senior Partner
MBA
Eddie will primarily be responsible for running our goals-based planning software eMoney®, as well as producing strategy, planning, performance reporting, and investment research.
Eddie graduated from Indiana University in May 2026 with a degree in Finance and will support our clients and team with strong attention to detail, responsiveness, and commitment to providing an exceptional client experience.
Eddie is also a graduate of Rockhurst High School where he served as student body president and excelled in the classroom and in athletics. He is proud to continue building his career in the Kansas City community.
Outside of the office, Eddie enjoys golf, tennis, gardening, travel and geography. We are excited to have him as part of our team and look forward to the support he will provide to our clients and advisors.
Please join us in welcoming Eddie to his new role!
Wealth Advisor
Prior to joining FCS, Abby worked at CBRE, where she supported top-performing real estate brokers with marketing and administrative initiatives in a fast-paced, client-focused environment.
Abby earned her Bachelor’s degree in Marketing from Missouri State University in 2022. While there, she was involved in Delta Sigma Pi, a business fraternity, and Alpha Omicron Pi, a sorority where she participated in philanthropic efforts supporting childhood arthritis initiatives.
A Kansas City native from Lee’s Summit, Missouri, Abby enjoys cheering on the Kansas City Chiefs, staying active through Pilates and yoga, baking, and spending time with friends, family, and her mini poodle, Pepper. She is also passionate about giving back and has volunteered with KC Pet Project and Ronald McDonald House Charities.
Executive Assistant