The Shepherd Financial team hosted Senator Todd Young to discuss retirement bills focused on expanding access to retirement plans in a bipartisan manner.
After helping to shape our team’s internal structure and branding as Director of Creative & Strategic Operations for the past five years, Holly Willman was named one of Shepherd Financial’s partners.
After joining our team, Alex Sylvester was named one of the partners at Shepherd Financial.
Bringing more than 40 years of combined experience, George Lauck and Alex Sylvester joined the Shepherd Financial team.
After successfully guiding our team as the Director of Retirement Plan Services for four years, Leah Sylvester was named one of the partners at Shepherd Financial.
As the leader of the wealth management practice at Logan Lavelle Hunt, Michael Richardson was named one of the partners at Shepherd Financial. A passionate learner, Michael brings his enthusiasm and knowledge to enhance his wealth management relationships.
When the wealth management team at Logan Lavelle Hunt merged with Shepherd Financial, we welcomed the southern Indiana and northern Kentucky presence to our team.
In our first acquisition, John Simmons was named one of the partners of Shepherd Financial. Bringing his prior 45 years of insurance and financial services experience to the team, John understands the importance of long-term planning and caring for his wealth management clients.
Tom Mayer was named one of the founding partners of Shepherd Financial. Prior to the formation of Shepherd Financial, he and Steve comprised the 401(k) Team @ CAMI. Tom’s passion for employee financial wellness has both driven our process and guided our clients forward.
A long-time veteran of the insurance industry, Drew Denny was named one of the founding partners of Shepherd Financial. Drew was instrumental in aligning the financial services practice at Shepherd Insurance with other retirement specialists. Drew’s knowledge allows him to uncover opportunities to expand the Shepherd Financial footprint and deepen relationships with current clients.