Loch loves witnessing clients shift from reactive problem solvers to proactive and strategic value creators. He gets excited as they work together with new focus and renewed passion to execute strategies they know will change their futures. In his work, Loch focuses on methodical research, sound growth strategy development, and building foundations for robust and sustainable growth. Loch has a knack for understanding stories, recognizing opportunities, and developing pathways that allow clients to move forward with clarity and confidence. Prior to founding Shepherd Advisors, he built the Environmental Capital Network (ECN), a service that facilitated over $50 million in early-stage investments to clean tech companies nationwide and laid groundwork for the industry changing Cleantech Group, LLC. Loch holds Master's degrees in Natural Resource Management and Applied Economics from the University of Michigan as well as dual BA/BS from American University.

Mike Holzworth is an experienced business leader grounded in the science and the art of increasing marketing and sales effectiveness.  He has led branded sales growth at Fortune 100 companies, engineered two turnarounds, and has led revenue growth at small businesses by driving sales and marketing performance with tight resources. Holding a progression of sales, brand and top executive positions in his career, Mike has proven skills in building teams that create and execute strategic vision within lean organizations.  His specialities include sales management, direct sales, marketing, customer service, and operational improvement.

Utilizing her strong NYC Advertising Agency foundation within the Research and Strategic Planning venue and entrepreneurial experience, as owner of a Field Directing Firm (servicing Fortune 500 companies for over 20 years), Amy focuses on research and marketing/digital communications to assist Shepherd Advisors and its clients to drive their business forward with clarity and alignment. Amy has a BA in Communication from Michigan State University.   

Merv brings more than 25 years of experience as a successful entrepreneur taking industry-leading manufacturing and product technologies from the lab to the marketplace. Prior to this, Merv was in the automotive business for over 25 years, both as an engineering manager at Ford and then as the president of a successful Tier #1 supplier. Simply put, Merv loves to commercialize interesting innovations. He focuses on making commercialization happen, and works equally well with OEMs, suppliers, channels and startups. His education includes earning a Ph.D. in Mechanical Engineering at Queen’s University in Belfast, Ireland and advanced business and leadership training at INSEAD and Northwestern University’s Kellogg School of Management.