About Us

Get to Know Shepherd & Associates Insurance Services

Our Story

Founded by Ron Shepherd and led today by Chris Shepherd (President), Shepherd & Associates has built its reputation on trust, clarity and accessibility. What began in San Francisco, Bay Area now supports clients across California and Illinois, yet our boutique mindset remains the same: treat every client as if they’re our only client. We believe in personal relationships, direct communication and consistent service.

Three businesspeople at a wooden table, reviewing a tablet. Indoor, with plants.

Our Approach & Values

We differentiate ourselves by being hands-on, transparent and deeply invested in our clients’ success. We avoid call-centers and cookie-cutter solutions. Instead, we offer:

Intimate service: 

You’ll speak with your dedicated advisor—not a rotating desk and 100% commission free team

Complete independence: 

We work with top carriers to find the right fit for your business or benefits needs.

Long-term partnerships:

Our goal is to build trust and remain your resource as your company grows and evolves. Average client tenure is over 10 years.

Three black silhouettes of people.

Meet the Team

Handshake icon representing agreement or partnership.

Carrier Partners & Credentials

Our agency partners with top-tier insurance carriers and licensed across multiple states to serve businesses with wide-ranging needs. Benefit from our commitment to compliance and continuous adaptation to regulatory changes, offering best-in-class service with a Silicon Valley touch.

Our Commitment

Our promise to you: We’ll treat your business like our own. Whether you’re based in downtown San Francisco, Bay Area, moving into the Windy City or expanding to Idaho, the same high-level service and strategic thinking apply.

  • (408) 526-1112