Magay Shepard Wealth Management Group

Our goal is to know our clients' goals and needs first, and then to provide them with the knowledge and guidance suited to their particular situation. 

We help our clients consider the consequences of the numerous choices available to them, and seek to guide them in making good decisions that complement their goals and dreams. 

We believe our guidance gives clients a greater chance of pursuing their goals because we help them do what is emotionally uncomfortable but financially productive.

We focus on continuing education for our clients because we want our clients to engage in their financial wellbeing.  Also, we want our clients to be well informed, prepared, and confident when facing important decisions.  Lastly, we want our clients to have fun; this is why our Educational Meetings include topics like travel.

We provide a high level of service to our clients and communicate often through phone calls, personal letters, e-mails, and newsletters.  We understand that in order to maintain lasting, long-term relationships we must respond promptly when clients contact us with questions or concerns.


Magay Shepard, CFP® 
Senior Vice President/Investments
View Magay Shepard's LinkedIn profile View Magay Shepard's profile

Magay focuses on mitigating risk and pursuing growth of her clients' wealth with an emphasis on holistic investment planning, risk management strategies, and personalized plans that utilize strategic investments. She joined Stifel in 2009 after a long tenure with A.G. Edwards. She has been in the investment industry for more than 30 years, leveraging her experience to provide investment insight and perspective to constantly changing market environments. Devoting her time to a select client base, Magay offers guidance tailored to their specific financial planning and investment needs. She believes in a balanced approach to investing, using multiple asset classes and management styles to help diversify portfolios and minimize risk.

Magay is a member of the Stifel Chairman's Council, which for 2018 consisted of 224 of the firm's top-producing financial advisors, and serves on the steering committee for the Women's Initiative Network. She was recently included on Stifel's National Conference panel discussion for Advisory Programs and has been invited to the Barron's Top Women Advisors Summit since 2014.

Magay holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, as well as the Series 7, 63, and life, health, and variable insurance licenses (including annuities). Magay also sponsors and hosts annual Continuing Education courses for CPAs.

On a personal level, Magay is married to Reverend Dr. Tim Moore. They have adult triplets, Abby, Hannah, and Michael and two rescue dogs. She is also an active member of her church and a lifelong resident of Charlotte.

Magay has a long history of supporting her community, including:

  • Long-time supporter of WFAE (Charlotte's National Public Radio news source)
  • Acting Board Member of Community Link
  • Chair of the Endowment Committee for Community Link
  • A Trustee for the Mars Hill University Board of Trustees
  • Foundation Board Member for Mars Hill University
  • Former Acting Chair of the Finance and Administrative Affairs Committee for Trustees of Mars Hill College
  • Former Treasurer for the YWCA of Charlotte
  • Former Treasurer for the Board of Trustees for the Mental Health Association of Central Carolina

 

Dan Emmons, CFP®, MBA
Financial Advisor
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Dan has worked in the investment services industry for more than a decade. He joined the team in 2013, after serving as an investment consultant at Vanguard. He develops personalized investment plans that encompass the specific strategies each client needs to pursue his or her financial goals. He assists the team with investment planning, research, and client relationship support. He specializes in conducting research and due diligence for the team, especially regarding professional money managers.

Dan holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Dan earned a Bachelor of Arts in Economics from the University of Maryland and a Master of Business Administration with a focus in Finance from Queen's University of Charlotte.

Dan is married to Christina Emmons, who is the director of Children's Ministry at their church. They have three sons, one daughter, and a rescue dog. They are certified foster parents who continually look to bring children out of the foster care system and into their home. Dan is a Board Member of Lakewood Charter School.


 

Kathy Arey
Senior Registered Client Service Associate
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Kathy is an integral part of the team, providing guidance and administrative support. She began working with Magay in 2005 and continues to support Magay and Dan, managing the daily administrative responsibilities and team operations. She delivers highly personalized attention to clients' administrative needs. Being aware of industry issues, Kathy maintains a strong knowledge of client needs through regular communication, fielding client questions, and resolving issues. These are all part of Kathy's focus on developing strong relationships built on trust and confidence. She is proficient in the technical knowledge and logistics of implementing each clients' financial and investment plan.

Kathy graduated with honors from the University of Tennessee, Knoxville with a Bachelor of Science degree in Chemical Engineering. She also holds Series 7 (General Securities Representative) and 66 (Investment Advisor Representative) licenses.

Kathy and her husband, Mel, live in Charlotte and are avid golfers. They have three grown daughters and two cocker spaniels.

  

 

Christine Parks
Client Service Associate
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Christine joined the team in December 2015. She supports Magay, Dan, and Kathy with the team's operations. She provides careful attention to detail with client administrative care and service. Since client education is a priority to the team, she coordinates, organizes, and oversees the team's various and frequent client educational meetings. She also manages the team's social media, marketing, and communications. One of her strengths is finding new and creative ways to show how the team values their clients.

Her educational background leverages her natural ability to bring creativity and a fresh perspective to client care and communication. Christine graduated Cum Laude from North Greenville University in South Carolina, earning a Bachelor of Arts in Interdisciplinary Studies.

Christine is a native Charlottean. She enjoys photography and spending time with her family and friends.

 


 

Diana Castro

Diana Castro
Client Service Associate
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Diana joined the Shepard Wealth Management Group in early 2019. She earned a Bachelor of Science in Business Administration with a Concentration in Finance from Winthrop University. Prior to her career in finance, she enjoyed a career in Journalism as a TV anchor.

Diana has a natural passion for numbers and analytics. She supports the team's operational duties and delivers a high level of client administrative care.

Diana is bilingual, an avid runner, and loves cycling and mountain biking. She and her husband, Gabriel, have one adult daughter, three teenage sons, and a rescue dog named Bruno.