![](https://www.shepherdfin.com/wp-content/uploads/2024/03/RPAY24-Logo-PlanSponsorService-Finalist-highres.jpg)
Retirement Plan Adviser of the Year Finalist:
Plan Sponsor Service
PLANADVISER
2023, 2024
![](https://www.shepherdfin.com/wp-content/uploads/2022/04/NAPA-Aces-Logo-2022-RGB-Web.jpg)
Top Retirement Plan Advisors Under 40
National Association of Plan Advisors
2014, 2016, 2017, 2021, 2022, 2023
![](https://www.shepherdfin.com/wp-content/uploads/2024/03/napa-dc-2024-1024x1024.jpg)