Jeff Sharp partners with individual investors and families to develop customized needs-based financial planning and investment strategies. He relies on a process-driven approach that combines his own experience and knowledge with that of other Shepherd specialists to deliver comprehensive financial solutions to his clients. His ultimate goal is to instill confidence as he guides clients toward a healthy financial future.
Before joining Shepherd Financial in 2015, Jeff spent 8 years working in both private and retail banking and investment advising. His background is concentrated in providing specialized banking, investment, insurance, and retirement planning solutions to individuals and families. He is a graduate of Indiana University.
When he is not working, Jeff enjoys spending time with his wife, Angie, and their son and daughter, Ethan and Olivia. He spends time serving the community and various ministries through Northview Church in Carmel. Jeff is also an avid music lover and plays guitar in both Northview’s worship band and his own classic rock n’ roll band. His favorite things include summer concerts, outdoor barbecues, and cheering on the Colts and Hoosiers.