Heather Ann Desjardins

Current Employers

Employment History

• 07/2016 → 07/2025
  Conscious Capital Wealth Management , Llc
  Tampa, FL
• 10/2025 → Present
  Shepherds Of Capital
  Clearwater, FL
• 10/2015 → 11/2016
  Verdi
  Waterbury, CT
• 11/2016 → 03/2018
  Cafe Max Llc
  Glastonbury, CT
• 10/2023 → Present
  Caam, Llc
  Tampa, FL

Other Businesses

I am a Non-Managing Member (Minority Partner) of CAAM LLC, a private company that invests in alternative assets. This outside business activity is not investment-related to my advisory role at Shepherds of Capital. I do not participate in investment advisory activities, securities transactions, client work, portfolio management, or any activities related to Shepherds of Capital's investment advisory services. My responsibilities at CAAM are limited to occasional high-level governance and administrative review. I devote approximately 1-2 hours per month, with 0 hours during securities trading hours. My involvement does not include operational duties, supervision, trading, solicitation, or advisory functions. ---------------------------------------------------------------------------------------------------- I am licensed as a Resident Life and Health Insurance Agent in the State of Florida. Insurance activities are conducted separately from Shepherds of Capital, LLC, and are not advisory services of the Firm. In this capacity, I may recommend insurance products and may receive commissions or other compensation from insurance carriers. Clients are under no obligation to purchase insurance products through me. I devote approximately 2 hours per month to insurance-related activities and 0 hours during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-29
• S63 Uniform Securities Agent State Law Examination
  2005-07-01

Other Names

• Heather Desjardins
• Heather Ann Desjardins
• Heather Ann Cerrone