About Us - Sheppard Wealth Management, LLC
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About Us

Our Team

john-swanson

John Swanson, AAMS

Founder & President

John Sheppard Swanson, AAMS

Founder & President

Prior to starting SWM John worked for Freestone Capital Management as a Client Advisor where he opened a satellite office in Bend as well as worked in their Santa Barbara, California, office. Before joining Freestone, John spent nearly ten years within the Private Bank of Wells Fargo, serving as a Senior Financial Advisor and Vice President – Investments, where he counseled sixty families. Earlier in his career, John served as Portfolio Manager and Director of Sales for Peritus Asset Management, a boutique high-yield bond firm based in Santa Barbara. John began his career in financial services in 1998 with Merrill Lynch Private Client Group, where he worked with a team managing over $300 million in client assets for a select number of individuals, families, businesses and non-profits.

 

John earned his BA from Westmont College, and has been awarded the Accredited Asset Management Specialist (AAMS®) designation for the College of Financial Planning. Additionally, he has been recognized by Cascade Business News as Accomplished Under 40 for Impressive Careers with Social and Philanthropic Commitment.

 

John currently serves on the Board of Directors for The Lord’s Chips, a nonprofit organization dedicated to improving the quality of life for orphans in Mexico. He also supports the Organizing Committee for 100 Men Who Care Central Oregon, a crowd-sourced philanthropy group raising awareness and money for local charitable organizations.

 

John and his wife reside in Tumalo, Oregon with their four children where they enjoy their hobby farm and all the endless outdoor activities Central Oregon has to offer.

andy-papendieck

Andy Papendieck

Principal / Wealth Manager

Andy Papendieck

Principal / Wealth Manager

Andy specializes in providing individually tailored wealth management strategies for high net worth families, and business owners.

 

Andy, and his wife of 42 years, Heather, have seven children and four grandchildren. They are experienced foster parents and have adopted several of their children. They are very involved in making a difference in their community, especially with children of incarcerated parents. In addition to helping these kids, they are also supportive of the inmates. Andy has twice been awarded the Oregon Department of Corrections Outstanding Volunteer Award and continues to advocate for those impacted by incarceration.

james-hua

James Hua

Chief Investment Officer

James Hua

Chief Investment Officer

James Hua is Portfolio Manager and founder of Opal Advisors, a value-oriented asset management company in Seattle, Washington. Prior to starting Opal Advisors, James served on the investment team and reported to the Investment Committee at Freestone Capital, a Seattle investment advisory company with over $2.3 billion in assets. At Freestone James researched and analyzed liquid and illiquid investments in traditional long only strategies, hedge funds, fund of funds, and real estate. Prior to joining Freestone, he was Controller of Liberty Capital, a private equity firm focusing on distressed investments in real estate and real estate related loans.

 

James earned his bachelors in Accounting and Business Administration from the University of Washington. During undergrad, he interned at Merrill Lynch for the VP of Investments who managed $160 million in assets.

Sheppard Wealth Quarterly Client Letters

One of our core principles at Sheppard Wealth is being dedicated to educating our clients on what and how we think.

Download Past Issues
Q4 - 2016 Client Letter
Q4 - 2016 Client Letter
Q4-2016-Client-Letter-.pdf
752.5 KiB
71 Downloads
Details
Q3 - 2016 Client Letter
Q3 - 2016 Client Letter
Q3-2016-Client-Letter.pdf
181.8 KiB
96 Downloads
Details
Q1 - 2016 Client Letter
Q1 - 2016 Client Letter
SWM-Q1-2016.pdf
285.3 KiB
132 Downloads
Details
Q4 - 2015 Client Letter
Q4 - 2015 Client Letter
Q4-2015-Client-Letter.pdf
217.9 KiB
110 Downloads
Details
Q3 - 2015 Client Letter
Q3 - 2015 Client Letter
Q3-2015-Client-Letter.pdf
254.9 KiB
98 Downloads
Details
Q2 - 2015 Client Letter
Q2 - 2015 Client Letter
Q2-2015-Client-Letter.pdf
179.4 KiB
90 Downloads
Details
Q1 - 2015 Client Letter-1
Q1 - 2015 Client Letter-1
Q1-2015-Client-Letter-1.pdf
296.5 KiB
107 Downloads
Details
Q4 - 2014 Letter
Q4 - 2014 Letter
Q4-2014-Letter.pdf
240.4 KiB
107 Downloads
Details
Q3 - 2014 Letter
Q3 - 2014 Letter
Q3-2014-Letter.pdf
348.8 KiB
105 Downloads
Details

Contact us today to get a conversation started or subscribe below to get our client quarterly letter.

Khan Academy

Khan Academy is a non-profit educational organization that provides free, high-quality education on a broad range of subjects.  Through the Khan Academy website, you can watch videos, read articles and learn more about economics and financial planning.