Michael Sheppard CFP ®
Michael S. Sheppard, CFP® is Managing Partner and founder of IronwoodDrive Financial Group, LLC (IFG). Michael is responsible for driving IFG’s mission by providing thought leadership and strategic direction.
Sheppard has over 14 years of experience as a financial advisor and managing director, most recently as senior managing director leading another wealth management firm’s Milwaukee office.
Sheppard comes from a military family that has fought in four wars. He attributes his discipline and servant leadership to his late parents and sisters who raised him since the age of 12. The name IronwoodDrive is in honor of the street he lived on after his mother, Dianne, passed away. His sister, Gwen, took care of him making this a pivotal moment where Michael lost his comfort zone and had to establish a new foundation to move forward and focus on a positive future.
Sheppard earned an electrical engineering degree at North Dakota State University, where he was also captain of the football team. He spent time with the Tampa Bay Buccaneers and Omaha Beef before finding his passion of helping others in the financial services industry.
Milwaukee is where Michael calls home. He is an assistant coach for varsity track and football at University School of Milwaukee, serves on the board of Junior Achievement of Wisconsin and is Chair of the Employ Milwaukee Finance IAB.
Michael Sheppard is a registered representative and investment advisor representative of Securian Financial Services, Inc., member FINRA/SIPC. Sheppard holds FINRA Series 6, 63, 7, 51, and 24 securities registrations. Sheppard has also carried the Certified Financial Planner (CFP®) designation since 2011.
- To provide planning-based Advisors a competitive & efficient platform to serve their clients & community.
- To provide leadership that positively impacts our Advisors bottom line growth.
- To guide our Personal and Business clients towards their desired definition of Financial Security.
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