Alex Sylvester was named to the National Association of Plan Advisors (NAPA) Top Plan Advisors Under 40 list for the fourth time (2017, 2021, 2022).

Shepherd Financial was named to the National Association of Plan Advisors (NAPA) Top DC Advisor Teams list for the sixth time (2017, 2018, 2019, 2020, 2021). The list highlights teams with at least $100 million in defined contribution assets under advisement.

The Business Journal’s Louisville Business First named Garrett Smith one of Louisville’s 20 People to Know in Wealth Management.

Shepherd Financial was named a PLANADVISER Retirement Plan Adviser of the Year Finalist in the Plan Sponsor Service category.

Alex Sylvester was named to the National Association of Plan Advisors (NAPA) Top Plan Advisors Under 40 list for the third time (2017, 2021), while Leah Sylvester was named to the list for the first time.

The Business Journal’s Louisville Business First named Michael Richardson one of Louisville’s 20 People to Know in Wealth Management and Financial Planning.

Shepherd Financial was named to the National Association of Plan Advisors (NAPA) Top DC Advisor Teams list for the fifth time (2017, 2018, 2019, 2020). The list highlights teams with at least $100 million in defined contribution assets under advisement.

Shepherd Financial was named to the PLANADVISER Top 100 Retirement Plan Advisers list for the fifth time (2016, 2018, 2019, 2020), recognizing the top quantitative standouts from the PLANADVISER Magazine’s Retirement Plan Adviser Survey.

Alex Sylvester was named to the National Association of Plan Advisors (NAPA) Top Plan Advisors Under 40 list for the second time (2017), a prestigious distinction highlighting the next generation of retirement plan advisors.

Shepherd Financial was named to the National Association of Plan Advisors (NAPA) top DC Advisor Teams list for the fourth time (2017, 2018, 2019). The list highlights teams with at least $100 million in defined contribution assets under advisement.

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