Our Team

Guiding You Every Step of the Way

Craig Shepard

President, National Social Security Advisor Certificate Holder (NSSA®)*

Craig began his career in financial services over 20 years ago. He holds a Bachelor of Science in business finance from Valparaiso University. As a retirement consultant, he focuses on retirement planning and financial strategies for federal employees. Craig holds the Federal Retirement Consultant designation.** With this designation, he offers a high level of knowledge of the federal benefits system.
He leverages his experience as a retirement professional to federal workers from all agencies and extends his services to public, town, and state employees, as well. As a fiduciary, Craig is dual licensed with a series 66 Securities and Life, Accident, and Health Insurance Producer.

Craig is a resident of Natick, Massachusetts, and has been married to his wife, Jerilyn, for 30 years. When not working, Craig can be found fishing on a lake or at a ball game with his three grandsons and wife.

*The National Social Security Advisor certificate, the National Social Security Association, LLC and Federal Retirement Solutions are not affiliated with or endorsed by the Social Security Administration or a US governmental agency. The National Social Security Advisor certificate program is not a professional certification program.

**The Federal Retirement Consultant designation and the Federation of Federal Employee Benefit Advocates, LLC are not affiliated with or endorsed by the federal government.

Alison Smith-Vaniz

Customer Service Manager & Retirement Planner, MBA, National Social Security Advisor Certificate Holder (NSSA®)*

Alison graduated from a three-year financial management training program at Digital Equipment Corporation, where she gained a solid foundation in finance. After obtaining her Master of Business Administration from Babson College, Alison transitioned to direct marketing and advertising. While working in the agency world, she learned the importance of customer service. Watching her aging mother become gravely ill and seeing how little someone might have in their “golden years” was a catalyst for Alison joining Federal Retirement Solutions. Helping others plan for retirement so they can be protected as much as possible in their golden years is very rewarding to Alison.

*The National Social Security Advisor certificate, the National Social Security Association, LLC and Federal Retirement Solutions are not affiliated with or endorsed by the Social Security Administration or a US governmental agency. The National Social Security Advisor certificate program is not a professional certification program.

Ginny Shaw

Customer Service Associate, National Social Security Advisor Certificate Holder (NSSA®)*

Ginny recently joined the Federal Retirement Solutions team. Previously, Ginny worked at the U.S.P.S. for 33 years as a clerk. Her work encompassed workmen’s compensation services in tandem with the Department of Labor, supervisory and new hire training, and clerk financial services. Ginny’s licenses and designations include Massachusetts Life, Accident, and Health Insurance and she is a National Social Security Certificate Holder (NSSA®).*

*The National Social Security Advisor certificate, the National Social Security Association, LLC and Federal Retirement Solutions are not affiliated with or endorsed by the Social Security Administration or a US governmental agency. The National Social Security Advisor certificate program is not a professional certification program.

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