Our Story

"After 10 years of working in the financial industry for big firms, I realized I could give more and do more for my clients independently. I started Shepherd Wealth Management because I believe it is my Duty, Obligation, and Responsibility to utilize the gifts God has given me. Performance, Purpose, and Passion are three marks of a Good Shepherd and these are the pillars that I have built my life and firm around. My goal is to help families, business owners, and anyone looking to take control of their finances while also making a significant impact on the world and our community. Unlike many companies in society today, I believe it is about making money and making a difference for the better. Therefore, I choose to invest in the community by donating a portion of Shepherd Wealth Management's revenue to charitable and philanthropic organizations."

~Joshua Casey Garland

Our Mission

At Shepherd Wealth Management, we are dedicated to guiding individuals and families toward financial clarity and confidence. Through personalized strategies, expert insights, and unwavering integrity, we help our clients navigate life’s financial journey with purpose. Our mission is to protect, grow, and steward wealth with a long-term vision, ensuring financial well-being for generations to come.

Meet Your Team

Performance | Purpose | Passion

Joshua Casey Garland

Ten years ago, I began my financial career at Fidelity Investments. During that time in 2014,

I earned the Certified Financial Planning TM designation and graduated from Ohio

University with an MBA degree with a concentration in finance. I later moved on to TD

Ameritrade where, after multiple years of high performance,

I ultimately was given to opportunity to take on a new role as Branch Manager of the TD

Ameritrade Louisville office. I lead a team of three financial consultants and worked

directly with high-net-worth families and business owners.

Throughout my career, I have been recognized by my employers, co-workers, and clients for

being a top financial advisor.

John Ashcroft

I’ve been in the financial industry since 2004 and bring 18 years of experience to the Shepherd Wealth Management team. It is my goal to deliver a superior customer service experience while providing sound investment solutions to help clients meet specific financial needs. I earned my bachelor degree from the University of Pittsburgh, and received an executive certificate in financial planning from Duquesne University. Through out my career I have been recognized by employers, clients and coworkers with many awards for being a top advisor.

After working in the financial industry for 18 years, I realized I can do more for my clients independently. This is why I chose to partner with Joshua Casey Garland and join the Shepherd Wealth Management team.

Brady Jackson

With over 12 years experience in the financial services industry, I am a dedicated wealth management professional who graduated with an Economics degree from Indiana University.

I spent the majority of the last decade at TD Ameritrade and Charles Schwab, assisting high-net-worth families in achieving their financial objectives.

Recognizing the limitations of traditional platforms, I decided to Join Casey and John at Shepherd Wealth Management to leverage all that being independent has to offer. This allows me to offer a greater degree of personalization and a more comprehensive approach for my clients.

Jeffrey R. Albright

I bring more than 27 years of experience in the investment industry and have served as a

Vice President since late 2025. I work closely with clients to develop and implement

comprehensive strategies that address their financial, investment, insurance, tax, and

estate planning needs. I take great pride in building deep, trusted relationships grounded in

service, attentive listening, and a genuine understanding of each client’s goals. My desire to

make a meaningful impact through long-term relationships and client-focused service is

what led me to join Casey, John, and Brady at Shepherd Wealth Management.

Prior to joining Shepherd Wealth Management, I spent 13 years with an investment

management firm overseeing more than $380 billion in assets, where I was responsible for

client acquisition and advising high-net-worth individuals, physicians, and corporate

clients. I began my career as an Investment Consultant with a major national financial

services firm, where I gained seven years of foundational industry experience.

I earned a Bachelor of Science degree in Business Management from Guilford College in

Greensboro, North Carolina, where I was also a member and captain of the men’s tennis

team. I am an Eagle Scout and was inducted into the Eastern Randolph High School

Athletic Hall of Fame in 2019.

I have three children—Mary Jane and twins Michael and Emily. In 2023, I married Louise,

my best friend from college more than 30 years earlier, and I am enjoying a life filled with

love and laughter. A proud Carolina Tar Heel, I enjoy attending sporting events in Chapel

Hill with my family and spending time with Louise playing tennis, attending concerts, and

traveling.

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Our Charitable Donations Commitment

“I alone cannot change the world, but I can cast a stone across the waters to create many

ripples.” -Mother Teresa

We have two passions: making money (performance) and giving away money (purpose). As

a good Financial Shepherd, making money consistently for our clients at Shepherd Wealth

Management fulfills our duty, obligation, and responsibility to utilize the gifts we have been

blessed with to provide our clients with financial peace of mind. It is a violation of our

personal code of ethics to not provide the highest levels of performance and service daily.

At Shepherd Wealth Management we invest a portion of our revenue in local charitable

causes because “the value of a man resides in what he gives and not in what he is capable

of receiving” (Albert Einstein).

We are passionate about giving because it is the right thing to do. We have been blessed

with the ability to be financial professionals and giving back to the communities that we

serve is another way for us to serve our clients.

Other Benefits of Giving…

Giving is not just a corporate tax benefit. According to a study conducted by the University

of Michigan, “older people who are helpful to others reduce their risk of dying by nearly 60

percent compared to peers who provide neither practical help nor emotional support to

relatives, neighbors, or friends” (People who give, live longer: U-M study shows | EurekAlert!

Science News). Another article published recently by the Cleveland-Clinic shows the

health benefits associated with

giving include:

 Lower blood pressure

 Increased self-esteem

 Less depression

 Lower stress levels

 Longer life

 Greater happiness and satisfaction

University of Michigan. (2002, November 12)

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