Cfp® Michael S. Sheppard

Cfp® Michael S. Sheppard, an experienced financial professional, specializes in managing retirement plans, employee benefits, and financial wellness education programs for businesses and corporations.

With a strong background in fee-based financial planning, wealth management, and risk management, Michael also offers services tailored for professional athletes, collegiate, and professional coaches.

As the Managing Partner of IronwoodDrive Financial Group, LLC, Michael leads an independent firm recognized as a certified DBE by Milwaukee County and MBE by the NMSDC, reflecting a commitment to diversity and excellence in its operations.

Michael's extensive education includes studies in Securities Licenses, Electrical Engineering, Certified Financial Planner (TM) designation, Financial Planning Education, Trusts, and Retirement Plans, displaying a well-rounded knowledge base crucial for his financial advisory roles.

Throughout his career, Michael has held key positions at renowned financial institutions such as Principal Financial Group, Northwestern Mutual, and Northern Trust Corporation, acquiring a broad range of expertise in financial services, sales, wealth strategy, and development.

In addition to his financial career, Michael has a background in sports, having played as a Defensive Back for teams like Omaha Beef and Tampa Bay Buccaneers, showcasing a diverse set of interests and experiences beyond the financial industry.