Broker Check
Greg Shepardson, CFP®

Greg Shepardson, CFP®


Service to others has been a hallmark of Greg Shepardson’s life. In his youth, Greg gave his life to Christ. As a country club restaurant sous chef in his 30s, Greg served club members while learning lessons in managing food and labor costs and the importance of planning as he managed parties and events. Today, Greg serves clients seeking to manage their finances to pursue their goals.

Education plays a big role in Greg’s work. In the early 2000s, Greg began teaching money management workshops at Parkway School District Adult Enrichment Program and Crown Financial Ministry small groups through his church as well as bible-based money management seminars at other area churches. Greg expanded his own education in finance by earning the CERTIFIED FINANCIAL PLANNER™ certification in 2006.

Greg became familiar with the money management philosophy of author and podcast host Dave Ramsey at the request of his church’s education pastor. He completed Ramsey’s Financial Peace University, applied its principles to his own life and began guiding others in how to better manage their finances. Greg has been a Ramsey SmartVestor Pro since 2015.

Service to clients guided the decision Greg and his business partner Rob Clark made in 2021 to launch INT Wealth Planning. The firm’s relationship with LPL provides a more seamless customer service experience for INT clients and allows the partners to offer a welcoming setting with the little nuances Greg learned in the restaurant business: fresh flowers, fresh coffee and a fresh opportunity to serve.

Greg and his wife Denise attend Element Church in Wentzville, Missouri. Greg enjoys fishing, hiking and watching hockey and baseball.

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of INT Wealth Planning or LPL Financial.