Meet Our Advisors
“Our commitment to you is to provide a highly personalized financial planning team that is known for honest, accurate financial information that helps you effectively implement your plan and reach your goals.”
Curtis Shepard, CFP®
Ronald P. Schwantes, CFP®
Founder & President
Curtis Shepard, CFP®(913) 362-2712 Ext. 201
Curtis Shepard is the founder and President of S&A Financial Services, Inc. Curtis began his career over 30 years ago in the retirement planning field. Curtis is a Certified Financial Planner and specializes in the higher education marketplace. After spending 18 years with a national insurance company designing and implementing retirement plans in the 403(b) field, he started his own company to bring independent services to his clients. Curtis incorporated S&A Financial Services, Inc. in 1993 and filed as a Registered Investment Advisory firm. His vision of providing professional, objective, and personalized financial guidance continues today with clients in over 20 states.
Curtis and his wife Debbie have been married for over 30 years have two sons, one of which joined the firm in 2001. They have resided in the Kansas City metro area since 1974. Curtis is an avid outdoorsman and he and Debbie enjoy spending time at their second home in Scottsdale, AZ and traveling to new destinations together. They also enjoy spending time with their three grandchildren.
Certified Fund Specialist
Greg Shepard(913) 362-2712 Ext. 204
Greg Shepard has been with S&A Financial Services, Inc. since 2001. He is a Certified Fund Specialist. Greg has specialized in working with professors in the higher education field but has expanded his practice to working with individuals and families all over the country. He has worked in the investment industry since graduating from Kansas State University in 1999. Before joining S&A, he was employed by Charles Schwab & Co. as a Registered Senior Broker. Greg has been an adjunct lecturer at University of Missouri-Kansas City, Johnson County Community College, and Kansas City Community College, speaking on various financial related topics.
Greg and his wife, Jessica, reside in the Kansas City metro area. They welcomed their first child in 2013, daughter Brinkley.
Craig Richards(620) 872-5949 Ext.
Experience: 1988 University of Arkansas graduate - BS in Business Administration 29 years in financial services industry. Strength in Qualified Retirement Plans and Investment Management Licenses - Series 24 (Supervising Principal), Series 63 (State), Series 66 (Investment Advisory and State), Life and Health Insurance Continuing Education: Regularly attends the Berkshire Hathaway Annual Shareholders Meeting in Omaha, NE. Learning from Warren Buffett and Charlie Munger, the world's greatest investors. Attends the Morningstar Annual Conference in Chicago. Presentations from the best mutual fund managers, stock pickers and investment researchers. Acsensus Fall Forum. Keeping updated about qualified and non-qualified retirement plans and IRAs. Family & Other Activities: Lives in Scott City, KS Married Guitarist - plays at church and in a local band Enjoys music, art, sports and travel
Certified Financial Planner
Ronald P. Schwantes, CFP®(913) 362-2712 Ext. 202
Ron began his career in financial planning and asset management in 1995, after a 25-year career in retail management. Ron holds a Bachelor of Science degree in Business and Economics from the University of Wisconsin-Platteville and is a Certified Financial Planner™ Practitioner. Ron specializes in asset management, as well as, pre and post retirement planning. Ron is an active member of The Financial Planning Association, (FPA), and past President of the Blue Springs Rotary. He is also active in his local church and community.