Our  Team

Noel Phillips

Client Relationship Consultant

  

As a Client Relationship Consultant for Shepherd Financial, Noel, QKA, works to ensure a positive client experience through clear communication and excellent customer service. He helps clients understand the strategic direction of the relationship, navigating issues as they may surface, and overseeing the timely implementation and delivery of products and services.

 

Noel joined Shepherd Financial in July 2019. He has over 25 years of experience in the financial services industry. Noel has earned the Qualified 401(k) Administrator (QKA) professional designation from the American Society of Pension Professionals and Actuaries (ASPPA).

 

Noel graduated from the Brigham Young University Marriott School of Management with a degree in Business Management and received his master’s degree in Business Administration from Indiana Wesleyan University. Noel and his wife, Mary, live in Fishers. They have two children and four grandchildren.