Liz Shepherd

Client Service Associate

I serve as the Client Service Associate in the Upper Sandusky office of Inspired Wealth Planning. With a background in healthcare, I have always been passionate about helping others and building meaningful relationships. My transition into the financial services industry was driven by a desire to continue serving clients while providing exceptional support and personalized service.

I am committed to creating a welcoming experience for every client and take pride in building trust through attention to detail, communication, and putting clients’ needs first. I also value continuing my professional growth as I expand my knowledge within the financial services industry.

My husband, Ashton, and I live in Carey, Ohio, with our four dogs and one cat. Outside of the office, I enjoy golfing, baking, traveling, and spending time with family and friends. I believe life’s greatest moments are made through the memories we create with those we love.

Wealth Management Reimagined

Broker Check Logo