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Todd Sheppard CMPS, CDFA

Senior Mortgage Banker
1000 Mansell Exchange W., Ste. 360
Alpharetta, GA, 30022
Telephone: (770) 649-4925
Cellphone: (770) 304-6699
Fax:
E-mail:todd.sheppard@lionbank.com
NMLS#: 97590

Build long lasting relationships.

With over 20 years of mortgage lending experience and a background in financial product sales, I understand how important it is that I create mortgage solutions that complement my clients’ overall financial plan, not compromise it. That is why I take the time to ask questions, and more importantly listen to the answers so that I may properly assess each client’s unique situation. My job is to place my clients in the most cost effective mortgage plan for the period of time that they will need it.

I have always striven to be a valuable and trusted resource for my clients rather than just someone who provides numbers on a page. That is why I continue to educate myself and undertake training to expand my knowledge base. I have earned the Certified Mortgage Planning Specialist designation which helps me integrate mortgage plans into my clients’ long-term financial plans. I have also earned the Certified Divorce Financial Analyst designation to help me better understand the financial challenges that individuals face when going through the divorce process.

My goal is to become my clients’ lender for life and I do that by earning their trust before earning their business. To me the relationship is every bit as important as the transaction.



Testimonials:

"Very thorough. Seemed to be as interested and involved as I was. Always explained things thoroughly."

By Eric W.