Magay Shepard

CFP

CFP

Managing Director/Investments

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I focus on mitigating risk and pursuing growth of my clients’ wealth with an emphasis on holistic investment planning, risk management strategies, and personalized plans that utilize strategic investments. I joined Stifel in 2009 after a long tenure with A.G. Edwards. I have been in the investment industry for nearly 40 years, leveraging my experience to provide investment insight and perspective to constantly changing market environments.

Devoting my time to a select client base, I offer guidance tailored to their specific financial planning and investment needs. I believe in a balanced approach to investing, using multiple asset classes and management styles to help diversify portfolios and minimize risk. I also work closely with my clients’ CPAs, attorneys, and other trusted advisors to help ensure tax and estate planning issues are comprehensively addressed.

I am a member of the Stifel Chairman’s Council, which consisted of 230 of the firm’s top-producing financial advisors in 2025, who were recognized from among the more than 2,300 Stifel financial advisors nationwide. I also serve on the steering committee for the Women’s Initiative Network and have been included on Stifel’s National Conference panel discussion for Advisory Programs. In addition, I have been invited to the Barron’s Top Women Advisors Summit since 2014.

I hold the CERTIFIED FINANCIAL PLANNER^® certification, as well as the Series 7, 63, and life, health, and variable insurance licenses (including annuities). I also sponsor and host annual Continuing Education courses for CPAs.   

On a personal level, I am married to Reverend Dr. Tim Moore. We have adult triplets, Abby, Hannah, and Michael, and two rescue dogs. I am also an active member of my church and a lifelong resident of Charlotte.

I have a long history of supporting my community, including:

• Chair of the Finance Committee of Sardis Baptist Church
• Member of the Church Council of Sardis Baptist Church
• Active supporter and member of WFAE (Charlotte’s National Public Radio news source)
• Honorary Trustee at Mars Hill University
• Hospice volunteer
• Former Member of Financial Planning Association
• Former Board Member of Community Link
• Former Chair of the Endowment Committee for Community Link
• Former Trustee for the Mars Hill University Board of Trustees
• Former 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

Diversification does not ensure a profit or protect against loss. Stifel does not provide legal or tax advice. Please consult with your legal and tax advisors regarding your particular situation.

Dan Emmons

MBA, CFP

MBA, CFP

Financial Advisor

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With nearly 20 years of experience in the investment services industry, I bring deep expertise and strategic leadership to our team. I joined the firm in 2013 following my tenure as an investment consultant at Vanguard, where I built a strong foundation in disciplined portfolio construction and client‑focused advice.

I lead the development of customized investment strategies designed to align precisely with each client’s financial objectives, risk profile, and long‑term goals. In addition to advising clients, I play a central role in shaping the team’s investment philosophy, overseeing research initiatives, and strengthening client relationships. A core area of specialization is professional money manager research and due diligence, ensuring that every recommendation meets the highest standards of quality and rigor.

I hold the CERTIFIED FINANCIAL PLANNER® certification and maintain Series 7, 63, and 65 securities licenses, along with life, health, and variable insurance licenses, including annuities. I earned a Bachelor of Arts in Economics from the University of Maryland and an MBA with a concentration in Finance from Queens University of Charlotte.

Outside of work, I am married to Christina Emmons, and we are raising five children, three sons and two daughters, along with our two rescue dogs. I serve as Treasurer of Foster Village Charlotte, where I am deeply committed to supporting families navigating trauma and transition.

Melissa Costello

Senior Registered Client Service Associate

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I originally joined Stifel in Fayetteville before coming to the Shepard Wealth Management Group in 2023. I help the team manage daily account-related needs and deliver personal and timely tasks for clients. I am committed to providing top-tier client experience while helping our financial advisors do the best job possible.

I earned a Bachelor of Science in Business Administration from the University of Missouri-Columbia and hold Series 7 and 63 securities licenses.

My husband, Tom, and I live in Charlotte. We enjoy traveling and spending time with our two adult children, Jack and Anna. When I have the opportunity, I volunteer with Bunny Blessings.

Christine Parks

Registered Client Service Associate

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I joined the team in December 2015. I support Magay and Dan with the team’s operations. I provide careful attention to detail with client administrative care and service. Since client education is a priority to the team, I coordinate, organize, and oversee the team’s various and frequent client educational meetings. I also manage the team’s social media, marketing, and communications. One of my strengths is finding new and creative ways to show how the team values our clients.

My educational background leverages my natural ability to bring creativity and a fresh perspective to client care and communication. I graduated from North Greenville University in South Carolina, earning a Bachelor of Arts in Interdisciplinary Studies.

I am a native Charlottean. I enjoy photography and spending time with my family and friends.

Diana Castro

Client Service Associate

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I joined the Shepard Wealth Management Group in early 2019. I earned a Bachelor of Science in Business Administration with a Concentration in Finance from Winthrop University. Prior to my career in finance, I enjoyed a career in Journalism as a TV anchor.

I have a natural passion for numbers and analytics. I support the team’s operational duties and deliver a high level of client administrative care.

I am bilingual*, an avid runner, and love cycling and mountain biking. My husband, Gabriel, and I have four adult children and two rescue dogs, Bruno and Lola.

*All business communication will be done in English.