Broker Check

Sound Financial Group - Bothell, Washington

 
Cory Shepherd, ChFC®, CFP®

Cory Shepherd, ChFC®, CFP®

President & Financial Advisor

Early in my life I was drawn towards dueling passions in business and education. In my financial practice I found a way to end the duel and marry the two together. I primarily focus on educating and empowering physicians and owners of closely held businesses, and I have a team of advisors that have developed expertise working with clients of nearly any background.

After growing up in Maine I moved to the Pacific Northwest to attend Seattle Pacific University. While earning my business degree I fell in love with the great Northwest weather and hand-crafted microbrews. With memories of Northeastern summers and winters looming large in my mind, it became no question that the Pacific Northwest would be my new home. I live in Seattle with my wife Danielle, who is studying at University of Washington Medical School, towards her dream of becoming a physician. We enjoy being active outdoors, and enjoying the company of friends over good food, usually something off of my Big Green Egg or a modernist cuisine creation. Yes, I do all the cooking, and yes, Danielle feels like the luckiest wife in the world. For the record I feel like the luckiest husband!

The Seattle Pacific University community has been a huge part of my life since I arrived and I enjoy staying involved with alumni groups and events.

 

Registered Representative, Investment Advisor & Financial Representative.