Tom Shepard

Portland, ME

CFP, APMA, Founder and CEO, Shepard Financial

Booking Info

Rebekah Epstein

512-501-4399 x708



Pub date: April 2023
Genre: Finance, Wealth Management
Page Count: 328
Paperback, E-book
ISBN: 979-8-987-6993-0-0
Price: $47.99


A personalized approach and Evolutionary Method for Valuing, Trading and Managing Time, Energy, Relationships, and Money.

Money Isn’t Everything, Everything is Money intends to lead readers through understanding currencies, multiple facets of finance, including financial natures and levels, how finances evolve, and finally how to apply these principles to both individuals and organizations. This book is different from conventional books on finance, which often take the approach that there is one way to achieve success: “Deny thyself. Be disciplined. Make sacrifices now and all will be fine in the future.” 

In this book, you will learn a different approach. A more personal approach that asks the question: Who are YOU?

Shepard organizes everything you need to know into digestible graphics and financial self-assessments with space for notes and reflection. With the goal of helping you understand money and how it works in your life, according to who you are based on the seven natures, or personality types, which include: the Spender, the Earner, the Saver, the Investor, the Lever, the Giver, and the Taker, all with the end goal of finding happiness beyond money.

Shepard’s analysis and explanation of how to navigate time, health, relationships, and stuff, all as forms of currency that play major roles in our day-to-day lives aims to establish a guide for readers to improve their situation and understand their purpose.

Specifically, Shepard shows you how to:

  • Understand Your Financial Nature. This is the hardwiring that influences how you relate to money, consciously and unconsciously over time, which can hold you back. 
  • Expand Your Awareness about other natures and how to flex into them.  This will transform your behavior and demonstrate more options.
  • Discover a Pattern of Intentional Evolution. This will encourage you to embrace continuous and incremental change over the course of your life and help you achieve your financial goals.   


Tom Shepard has worked in finance for over 27 years. He both attended and taught at the Institute for Civic Leadership, and produced writings on the Seven Levels of Sustainable Nonprofits. Additionally, he taught personal finance and mathematics at Gould Academy, and is an avid speaker. Now, he leads Shepard FINANCIAL, a comprehensive financial planning and personalized investment management group, as well as Currency Camp, which offers financial advice to groups and individuals. 

Shepard has been a guest on Dr. Lisa Belisle’s “Dr. Lisa Radio Hour” and Debi Davis’s “Mind Your Own Business.” 

In addition to his work in the finance world, Tom is an avid lacrosse player and skier. He lives with his family in Cumberland, Maine.



  • National Procrastination Week - March 6-12
  • I Am In Control Day - March 30 


  • International Day of Hope - April 5 
  • Financial Literacy Month
  • Stress Awareness Month 


  • Small Business Month
  • Mental Health Awareness Month
  • College graduation - gift guides


  • Father’s Day - gift guides


Pub date: March 2023
Publisher: Gravitas Press
Genre: Leadership and Markets


Taking Stock is an invitation to take time to reflect, what got you to this point, and where you might be headed. Taking the time to take stock of your career, your relationships, and your life’s purpose is a worthwhile endeavor. de Silva encourages the reader to reflect on one’s ever evolving personal mosaic as he shares his story and the lessons it imparts.


The reader follows de Silva through his leadership development journey and a unique style of learning to be successful in business and in life. In Taking Stock, de Silva discusses how his life and business experiences as a financial services executive shaped him into the leader he became and how those experiences give individuals the opportunity to test the essential decisions they make. Life experiences test the impressions people hold, values they set and believe, or a set of actions that people might want—or not want—to emulate. 


During his 35 year business career de Silva captured 10 Leadership Principles that helped him enjoy success.  He shares those principles in Taking Stock in the hopes that his experiences will help aspiring leaders accelerate their professional development. 


  1. Create and communicate a compelling vision and purpose
  2. Properly Align Strategy, Structure and People 
  3. Engage, develop, and retain superior diverse talent 
  4. Focus and finish
  5. Take intelligent risks on emerging leaders 
  6. Take care of your associates
  7. Build enduring, mutually beneficial relationships 
  8. Lead by principles
  9. Collaborate  
  10. Do something


Peter de Silva has filled many roles throughout his career. He is an experienced chairman, CEO, president, executive committee member, and public and private company director. He is also a trustee for national non-profit organizations and national charitable foundations. de Silva is also a former Harvard University Senior Fellow - Advanced Leadership Initiative. 


de Silva has more than 30 years of experience in the financial sector of banking, institutional asset management and servicing, and wealth management. De Silva's experience also includes retirement, retail and institutional brokerage, trading, healthcare financial services and corporate services. He is recognized for his ability to drive outsized results by creating a compelling vision, building the strategy, aligning resources and executing the plan. De Silva shows strong executive leadership and possesses board credentials while being a highly engaged servant leader who is committed to developing talent and effective organizations.



  • New year, new you stories
  • Motivation & Inspiration Day - Jan 2
  • Personal Trainer Awareness Day - Jan 2
  • I’m Not Going to Take it Anymore Day - Jan 7
  • Book Publishers Day– Jan 16 



  • National Time Management Month
  • International Expect Success Month
  • National Family, Career & Community Leaders of America Week - Feb 11- 15 



  • Small Press Month
  • National Employee Appreciation Day - Mar 1 



  • Stress Awareness Month
  • Financial Literacy Month
  • International Day of Hope - April 5 



  • Mental Health Awareness Month