"We all go through a tremendous number of events in our life," Jim Shepherd says. "Some moments are wonderful, other times are difficult. At Verus, we recognize the ups and downs of life and have created a firm with people who are dedicated to standing side-by-side with our clients as they go on their life's journey."

It is what Jim calls “the profound impact” that financial planning provides individuals and their families that drew him to a long career in fee-only financial planning. It is a discipline that, paired with the trust of a skilled professional, provides an environment of commitment to working in the best interests of those we serve.”

As a guiding force of Verus and a company founder, Jim is a primary advisor who helps clients navigate questions related to financial planning, tax, and investment decisions. He is well respected both in the financial community and in the central Virginia region. He is a nationally recognized speaker on topics related to all the disciplines of fee-only financial planning, tax, and investments. Jim holds a bachelor’s degree from Virginia Tech, a post-baccalaureate certificate in accounting from Virginia Commonwealth University, and a master’s degree in financial planning from the College for Financial Planning®. An avid woodworker who restores old clocks, Jim and his wife, Terry, have two daughters and enjoy spending time in the Colorado mountains.

Jim holds these distinguished designations and memberships:

  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER™
  • Personal Financial Specialist (PFS) designation with the American Institute of Certified Public Accountants
  • Enrolled Agent (EA) admitted to practice before the Internal Revenue Service
  • National Association of Personal Financial Advisors (NAPFA) registered advisor
  • Accredited Investment Fiduciary™ (AIF™) professional designation from Fiduciary 360®
  • Member, and Past Council Member of the American Institute of Certified Public Accountants
  • Past Chair, Virginia Society of CPAs
  • Awarded the 2016 Outstanding Member of the Year by the Virginia Society of CPAs
  • Co-Author of the Virginia Society of CPAs required Ethics Course for CPAs
  • Selected multiple times as a “Super CPA” in the Personal Financial Planning category in Virginia Business magazine
  • Past President, Central Virginia Society of the Institute of Certified Financial Planners
  • Past President, Richmond Chapter of CPAs
  • Member, Financial Planning Association
  • Verus Investment Policy Committee
  • Notary Public in the Commonwealth of Virginia