Shepherd & Associates is a privately held company formed to serve you, our client, not our
stockholders. Our employees and founders acquired their skills through serving large, international
and multi-state based companies.
As a broker who represents our clients interests rather than an agent who represents the insurance
company, Shepherd & Associates works tirelessly to ensure our clients are comfortable throughout the
entire insurance placement process. With access to over 100 insurance companies, we have the
markets and knowledge to provide insurance brokerage services in a knowledgeable, ethical and cost-
effective basis to you.
Management Team
Ronald W. Shepherd, CPA
President and Founder
Ron has managed S&A since its founding in 1994. His background includes founder and Chief
Operating Officer of an insurance services company that was one of ‘INC’s’ 500 fastest growing
companies each year it was eligible, officer positions in organizations that specialized in insurance
program development, implementation and management and 10 years in public accounting with a
‘Big 4’ accounting firm.
Ron holds both a Fire & Casualty and Life License.
Christopher D. Shepherd
Vice President - Property Casualty
Chris joined S&A in November of 2004 after spending eight years as a Senior Client Manager with
two large international insurance brokers providing property/casualty insurance services to clients
ranging from small to large international corporations.
Chris received his BS in Management with an emphasis in Finance from Santa Clara University.
Chris holds a Fire & Casualty License.
Stephanie D. Hamel, GBA, CMS, CEBS
Vice President - Employee Benefits
Stephanie joined S&A in September of 2002 after spending five years with a small prestigious
benefits consultant broker where she managed Employer Compliance and Administration
departments, including Section 125 plans and COBRA, and placed insurance coverage for small to
large clients.
Stephanie received a BS in Combined Sciences from Santa Clara University. In addition, she holds
a Life License, a Fire & Casualty License and is a designated Group Benefits Associate,
Compensation Management Specialist and Certified Employee Benefit Specialist.
stockholders. Our employees and founders acquired their skills through serving large, international
and multi-state based companies.
As a broker who represents our clients interests rather than an agent who represents the insurance
company, Shepherd & Associates works tirelessly to ensure our clients are comfortable throughout the
entire insurance placement process. With access to over 100 insurance companies, we have the
markets and knowledge to provide insurance brokerage services in a knowledgeable, ethical and cost-
effective basis to you.
Management Team
Ronald W. Shepherd, CPA
President and Founder
Ron has managed S&A since its founding in 1994. His background includes founder and Chief
Operating Officer of an insurance services company that was one of ‘INC’s’ 500 fastest growing
companies each year it was eligible, officer positions in organizations that specialized in insurance
program development, implementation and management and 10 years in public accounting with a
‘Big 4’ accounting firm.
Ron holds both a Fire & Casualty and Life License.
Christopher D. Shepherd
Vice President - Property Casualty
Chris joined S&A in November of 2004 after spending eight years as a Senior Client Manager with
two large international insurance brokers providing property/casualty insurance services to clients
ranging from small to large international corporations.
Chris received his BS in Management with an emphasis in Finance from Santa Clara University.
Chris holds a Fire & Casualty License.
Stephanie D. Hamel, GBA, CMS, CEBS
Vice President - Employee Benefits
Stephanie joined S&A in September of 2002 after spending five years with a small prestigious
benefits consultant broker where she managed Employer Compliance and Administration
departments, including Section 125 plans and COBRA, and placed insurance coverage for small to
large clients.
Stephanie received a BS in Combined Sciences from Santa Clara University. In addition, she holds
a Life License, a Fire & Casualty License and is a designated Group Benefits Associate,
Compensation Management Specialist and Certified Employee Benefit Specialist.
| Peninsula Office 1263 San Mateo Drive Menlo Park, CA 94025 650.329.8111 Phone 650.329.1777 Fax License #OB45304 |
About Us
Company Overview
| South Bay Office 2055 Junction Avenue, Suite 212 San Jose, CA 95131 408.526.1112 Phone 408.526.1777 Fax License #OB45304 |
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