Benjamin and Samantha Sheppard
Owners, Sheppard Financial Group
Benjamin Sheppard
I did not grow up in an entrepreneurial family. Growing up I was told to go to college, get a degree and then a corporate job. That was the path of life. However, after experiencing corporate America, I realized I wanted more control over my life.
I didn’t want to continue to be underpaid, micromanaged, underappreciated and have to deal with all the corporate politics. I wanted more passive income and time with my family. Starting a business was exactly what I wanted in order to create the life I wanted and to have the opportunity to truly help my community.
With over 20 years in the financial industry, helping families achieve their financial goals is my passion. I understand that the world of money can be confusing and daunting and having the opportunity to walk with my clients through that journey is why I do what I do.
In my spare time I love to travel and watch my favorite team - University of Michigan - football team. Go Blue!
Owner - Senior Vice President
Samantha Sheppard
After college graduation and only a few short months in the corporate world, I knew that I wanted more out of my career. I wanted more control over my time, paycheck and the impact I would have on the community. I was introduced to the financial industry and fell in love with the opportunity to not only be my own boss but also to truly help families achieve their goals and dreams.
Now, almost 20 years later, I love being able to pay forward the knowledge I was taught in order to help others create the life they truly desire - both financially and professionally.
In my spare time, I love spending time with my family (we have 2 daughters), our crazy chihuahua Blue, reading and watching movies.
Owner - Director of Marketing
Our Staff
Ashley Sweitzer
I have been the office manager for the Sheppard Financial Group for almost a year but have known Ben and Samantha for years.
I was born and raised in York county and graduated from Red Lion. I have two beautiful children, Aislin & Gunnar that keep me busy with their sports and activities when I'm not at the office. We also have a goldendoodle pup who's name is Breaker.
I look forward to working with you and your family!
Office Manager
Tracy Rosas
I have had the privilege of being the Client Relations Manager with Sheppard Financial since late in February 2022. This position gives me the opportunity to work with an extraordinary group of people and a great, supportive company as I get in touch with clients and seek to help them however I can!
Originally I am from New York but I’ve dropped most of the accent! I have two adult children; my son lives in NC and my daughter here in York. My fur baby is a Shichon named Barton who is my loyal co-worker when I work from home! I am a deeply rooted Christian and love to grow in my faith daily. I am also an intense fan of the New York Mets and the Kansas City Chiefs, an avid reader of mysteries, a lover of coffee, someone who enjoys dancing and has insanely diverse playlists! My happy place is somewhere on a beach soaking up the sun!