WHO WE ARE
Sheppard Wealth is an Registered Investment Advisor firm
We offer wealth advisory services and asset management to individuals, families, businesses’ and non-profits. We start by listening to your needs, your fears, and your dreams so we can craft a unique wealth plan to meet your personal and financial goals. From investing capital to budgeting for future needs and wants, and from family legacy planning to charitable giving, our team is committed to maintaining, growing, and investing your assets for the long term.
JOHN SWANSON, FOUNDER & PRESIDENT
Prior to starting Sheppard Wealth Management, John worked for Freestone Capital Management as a Client Advisor in their Santa Barbara, CA office before opening a satellite office in Bend, OR. Before joining Freestone, John spent nearly ten years within the Private Bank of Wells Fargo, serving as a Senior Financial Advisor and Vice President of Investments, where he counseled sixty families. Earlier in his career, John served as Portfolio Manager and Director of Sales for Peritus Asset Management, a boutique high-yield bond firm based in Santa Barbara. John began his career in financial services in 1998 with Merrill Lynch Private Client Group, where he worked with a team managing over $300 million in client assets for a select number of individuals, families, businesses, and non-profits.
John earned his BA from Westmont College, and has been awarded the Accredited Asset Management Specialist (AAMS®) designation for the College of Financial Planning. Additionally, he has been recognized by Cascade Business News as Accomplished Under 40 for Impressive Careers with Social and Philanthropic Commitment.
John currently serves on the Board of Directors for The Lord’s Chips, a nonprofit organization dedicated to improving the quality of life for orphans in Mexico. He also supports the Organizing Committee for 100 Men Who Care Central Oregon, a crowd-sourced philanthropy group raising awareness and money for local charitable organizations.
John and his wife reside in Tumalo, OR with their four children where they enjoy their hobby farm and all the endless outdoor activities Central Oregon has to offer.
ANDY PAPENDIECK, Principal / Wealth Manager
Andy has served the Eugene area as an investment advisor for the past 32 years. With his extensive experience managing diverse portfolios for families and business owners, Andy earned the position of Senior Vice President with a national investment firm before joining Sheppard Wealth as a Principal Owner and Wealth Manager.
In addition to his work, Andy volunteers as the board president for Agape Youth Services, a non-profit that seeks to bring hope and healing to Oregon children and families impacted by incarceration. He is also the founder and director of Genesis Reintegration Program, a support program for men transitioning out of prison.
Andy and his wife Heather are deeply rooted in the Eugene, OR community, and are passionate about advocating for children. They have a long history working within the foster care system, and have been local advocates for adoption. They love spending time with their seven adult children and six grandchildren.
JaMES HUA, Chief Investment Officer
James Hua is Portfolio Manager and founder of Opal Advisors, a value-oriented asset management company in Seattle, WA. Prior to starting Opal Advisors, James served on the investment team and reported to the Investment Committee at Freestone Capital, a Seattle investment advisory company with over $2.3 billion in assets. At Freestone, James researched and analyzed liquid and illiquid investments in traditional long only strategies, hedge funds, fund of funds, and real estate. Prior to joining Freestone, he was Controller of Liberty Capital, a private equity firm focusing on distressed investments in real estate and real estate related loans.
James earned his bachelors in Accounting and Business Administration from the University of Washington. During undergrad, he interned at Merrill Lynch for the VP of Investments who managed $160 million in assets.