Military Families
- Active Duty Service Members
- Reserve and National Guard Members
- Veterans
- Military Retirees
Military • Federal • Family
Financial Guidance for Those Who Serve
Helping military members, federal employees, and their families navigate retirement, benefits, and long-term financial planning with confidence.
Why My Shepherd Financial
Shepherding Your Financial Future
At My Shepherd Financial, we understand that military service and federal employment come with unique opportunities and challenges. From understanding pension options and the Thrift Savings Plan to creating income strategies for retirement, we provide guidance designed around your goals and values.
Our mission is simple: to help you make informed financial decisions so you can focus on what matters most—your family, career, and future.
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Service
Rooted in a genuine commitment to serving others.
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Integrity
Honest communication and thoughtful planning.
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Stewardship
Wise decisions with the resources you've worked hard to earn.
Who We Serve
Guidance built around your service
Federal Employees
- FERS Retirement Planning
- TSP Strategies
- Pension Coordination
- Retirement Income Planning
Families & Individuals
- Wealth Management
- Estate Planning Coordination
- Insurance Reviews
- Education Planning
Our Process
A Simple, Personalized Approach
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01
Discover
We take the time to understand your goals, concerns, and financial picture.
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02
Develop
We create strategies tailored to your unique needs and circumstances.
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03
Implement
We help put your plan into action and coordinate the moving pieces.
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04
Guide
Life changes, and your financial strategy should evolve with it. We provide ongoing support and reviews.
“Protect. Plan. Prosper.”
Why Clients Choose My Shepherd Financial
Clear guidance. Lasting relationships.
- Guidance tailored to military and federal benefits
- Personalized financial strategies
- Clear communication without unnecessary jargon
- Long-term relationships built on trust and service
- A commitment to helping clients pursue financial confidence
About My Shepherd Financial
Service. Integrity. Stewardship.
At My Shepherd Financial, we believe financial advice is about more than numbers. It's about helping people make wise decisions with the resources they've worked hard to earn. We strive to build lasting relationships rooted in trust, transparency, and a genuine commitment to serving others.
Meet Your Advisor
Guiding Clients Through Life's Financial Decisions
Financial planning isn't just about investments—it's about helping people make confident decisions during some of life's most important moments. Whether you're preparing for retirement, navigating federal benefits, changing careers, or building a legacy for your family, having a trusted guide can make all the difference.
At My Shepherd Financial, my goal is to provide clear guidance, personalized strategies, and ongoing support tailored to each client's unique situation. I believe every client deserves honest communication, thoughtful planning, and advice centered around their long-term objectives.
I take pride in building lasting relationships and helping clients simplify complex financial decisions so they can focus on the people and priorities that matter most.
Industry Recognition
2026 FSI Advocacy Circle of Excellence Honoree
Named by the Financial Services Institute (FSI) for advocating for policies that protect access to professional financial advice and strengthen the independent financial services industry. This recognition would not have been possible without the continued trust and partnership of the clients I serve.*
Take the Next Step
Ready to Take the Next Step?
Whether you're planning for retirement, preparing for a career transition, or seeking clarity about your financial future, we're here to help.
Contact
- Office
- (443) 372-5148
- Cell
- (410) 652-9742 (calls only, no texts)
- Fax
- (443) 587-4182
- trish@myshepherdfinancial.com
- Office
- 3478 Albantowne Way
Edgewood, MD 21040 - Mailing
- PO Box 58
Edgewood, MD 21040