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Sheppard Mosher's mission is to create, enhance and preserve wealth using a comprehensive advisory model. We believe in providing high-level professional knowledge based on research with an in-depth understanding of each client’s financial needs.  A member of the Better Business Bureau, Sheppard Mosher is dedicated to fostering honest and responsive relationships with those we serve as we help them achieve financial confidence.

Mark Sheppard | Investment Advisor Representative

Mark L. Sheppard is a Registered Financial Consultant, RFC® and serves clients as an Investment Advisor Representative.

After graduating college, Mark had the good fortune of being mentored by a senior advisor before eventually co-founding his own independent practice with Jason in 2005. Mark holds FINRA Series 6, 7, 63 and 65 securities licenses and insurance licenses in Florida, North Carolina, South Carolina, New Jersey, Massachusetts and New York.

Mark is a fifth generation native of Ontario County. He currently serves as a strong community advocate including his 25 year membership in the Rotary Club of Canandaigua volunteering as President in 2001 and is a two time Paul Harris Award Recipient for service.

Mark enjoys spending time with his clients and family. One of his favorite avocations is hiking the high peaks in the Adirondacks with his wife of 27 years, Robin, a PhD chemist at Xerox and their two sons.


Jason Mosher | Investment Advisor Representative

Jason J. Mosher is a CERTIFIED FINANCIAL PLANNER® professional and serves clients as an Investment Advisor Representative. His educational background includes Cayuga Community College and The University at Buffalo.

Inspired by a childhood coach who was in the business, Jason began his career in financial services in 1998 and co-founded Sheppard Mosher in 2005. He holds FINRA Series 6, 7, 63 and 65 securities licenses along with insurance licenses in Florida, North Carolina, South Carolina, New Jersey, Massachusetts, New York, New Hampshire and Montana.

Jason is active in the community, currently serving as a Town Councilman. He is a past board member of the Rotary Club of Geneva and is a life-long resident of Central New York. He shares his home with his wife of 14 years, Melissa, a certified social worker at the Canandaigua VA Medical Center and their two children Jason and Braedon.


Robin Hurlburt | Client Account Specialist

Robin is responsible for delivering exceptional service to our clients as evidenced by her 19 years experience.  This includes assisting clients with opening and transerring accounts, retirement plan rollovers and ongoing account maintenance.  Mrs. Hurlburt demonstrates a high level of client communication and handles a variety of time-sensitive client issues.  She resides in Newark with her husband Jeff and their children Marina and Hobie.  Robin and her family take pleasure sailing on Lake Ontario.



Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at jmosher@sheppardmosher.com or call us at 585-396-0926 today!

Investment advisory services offered through Kalos Management Inc. at 11525 Park Woods Circle, Alpharetta, GA 30005. 678.356.1100. Sheppard Mosher is not an affiliate or subsidiary of Kalos Capital Inc. or Kalos Management Inc.

*These services are referred to other professionals.

**Guarantees are backed by the financial strength and claims-paying ability of the issuing company and may be subject to restrictions, limitations or early withdrawal fees. Annuities are not FDIC insured. Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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"Your Retirement Income Planning Checklist”
Discover what you should consider in creating your retirement strategy. 
Our Focus
» Retirement Income Strategies
» Endowment Model Philosophy
» Wealth Accumulation
» Annuities
» Life Insurance
» Asset Protection
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Securities are offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta GA, 30005, (678) 356-1100. Sheppard Mosher is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

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