Our Story

Helping People and Companies Thrive Through Empowered Financial Solutions

2022
Third 401(k) x 2 Race

Changing it up once again, 21 Shepherd Financial team members were placed in teams of three to compete in the third annual 401(k) x 2 Race.

Top Plan Advisors Under 40

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.

Michael Richardson Named One of Louisville’s 20 People to Know

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

Holly Willman Named Partner

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.

2021
NAPA Top DC Advisor Teams

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.

PLANADVISER Top 100 Retirement Plan Advisers

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.

National 401(k)/403(b) Day

Shepherd Financial team members spent the day delivering and mailing treats to nearly 200 companies to celebrate National 401(k)/403(b) Day.

Second 8-Hour Endurance Race

Ready to hit the ground running, Shepherd Financial sponsored two teams in its second 8-Hour Endurance Race.

Habitat for Humanity Service Project

Shepherd Financial team members participated in a Habitat for Humanity building project to provide housing for two families in need.

Girls Inc. Education Session

Shepherd Financial team members conducted an education session about financial wellness concepts and tools during the Girls Inc. Indy summer camp program, where students engaged in a lively dialogue about budgeting, the basics of investing, saving for college, and using practical financial planning tools.

Second 401(k) x 2 Race

After the rousing success of their first race, Shepherd Financial team members kicked it up a notch, splitting into smaller teams to compete in the second annual 401(k) x 2 Race.

Alex Sylvester Named a Top Plan Advisor Under 40

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.

Million Meal Movement Service Project

Shepherd Financial and Shepherd Insurance team members participated in the Million Meal Movement to pack meals and combat hunger in Indiana.

2020
NAPA Top DC Advisor Teams

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.

Financial Times Top 401 Retirement Advisors

Drew Denny, Tom Mayer, Alex Sylvester, and Steve Wylam were named to the Financial Times Top 401 Retirement Advisors list, a list of elite professionals who specialize in advising US employers on their defined contribution plans.

PLANADVISER Top 100 Retirement Plan Advisers

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

National 401(k)/403(b) Day

Unable to deliver treats to companies due to the remote environment caused by the pandemic, Shepherd Financial added a new element to our National 401(k)/403(b) Day celebration: providing financial support to the Hancock Health Foundation and Wheeler Mission.

First 401(k) x 2 Race

In an effort to help the Shepherd Financial team stay connected while working remotely, the first annual 401(k) x 2 Race was created. Team members ran and walked to reach a cumulative 500 miles during the month of April.

First 8-Hour Endurance Race

Battling the heat, Shepherd Financial team members spent the day together as they participated in their first 8-Hour Endurance Race.

Alex Sylvester Named Partner

After joining our team, Alex Sylvester was named one of the partners at Shepherd Financial.

George Lauck and Alex Sylvester Merger

Bringing more than 40 years of combined experience, George Lauck and Alex Sylvester joined the Shepherd Financial team.

2019
NAPA Top DC Advisor Teams

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

Financial Times Top 401 Retirement Advisors

Drew Denny, Tom Mayer, and Steve Wylam were named to the Financial Times Top 401 Retirement Advisors list, a list of elite professionals who specialize in advising US employers on their defined contribution plans.

PLANADVISER Top 100 Retirement Plan Advisers

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

Gleaner’s Service Event

Shepherd Financial team members sorted and scanned over 4,300 pounds of food to make nearly 2,900 meals at Gleaner’s Food Bank.

National 401(k)/403(b) Day

Shepherd Financial team members spent the day delivering and mailing treats to more than 150 companies to celebrate National 401(k)/403(b) Day.

Leah Sylvester Named Partner

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.

2018
NAPA Top DC Advisor Firms

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

Financial Times Top 401 Retirement Advisers

Drew Denny, Tom Mayer, and Steve Wylam were named to the Financial Times top 401 Retirement Advisers list, a list of elite professionals who specialize in advising US employers on their defined contribution plans.

PLANADVISER Top 100 Retirement Plan Advisers

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

National 401(k)/403(b) Day

Shepherd Financial team members spent the day delivering and mailing treats to more than 145 companies to celebrate National 401(k)/403(b) Day.

Michael Richardson Named Partner

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.

Logan Lavelle Hunt Merger

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.

2017
NAPA Top DC Advisor Firms

Shepherd Financial was named to the inaugural National Association of Plan Advisors (NAPA) Top DC Advisor Firms list. The list highlights teams with at least $100 million in defined contribution assets under advisement.

Financial Times Top 401 Retirement Advisers

Drew Denny and Steve Wylam were named to the Financial Times Top 401 Retirement Advisers list, a list of elite professionals who specialize in advising US employers on their defined contribution plans.

PLANSPONSOR Retirement Plan Adviser of the Year Finalist

Shepherd Financial was named a 2017 PLANSPONSOR Retirement Plan Adviser of the Year finalist, one of seven teams up for the award in the Small Team category. The award showcases the nation’s elite advisers and adviser teams who utilize best practices to help set new standards for excellence in working with and advising retirement plans.

National 401(k) Day

Shepherd Financial team members spent the day delivering and mailing treats to more than 80 companies to celebrate National 401(k) Day.

John Simmons Named Partner

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.

2016
PLANADVISER TOP 100 Retirement Plan Advisers

Shepherd Financial was named to the PLANADVISER Top 100 Retirement Plan Advisers list, recognizing the recognizes the top quantitative standouts from the PLANADVISER Magazine’s Retirement Plan Adviser Survey.

National 401(k) Day

Delivering to more clients than ever, Shepherd Financial team members spread the love with giant cookies to celebrate National 401(k) Day.

Tom Mayer Named a Top Retirement Plan Advisor Under 40

Tom Mayer was named to the National Association of Plan Advisors (NAPA) Top Retirement Plan Advisors Under 40 list for the second time (2014), a prestigious distinction highlighting the next generation of retirement plan advisors.

2015
Financial Times Top 401 Retirement Advisers

Drew Denny was named to the Financial Times Top 401 Retirement Advisers list, a list of professionals who specialize in advising employers on their defined contribution plans.

National 401(k) Day

Continuing a long-standing tradition from Tom and Steve’s 401(k) Team @ CAMI Days, the Shepherd Financial team celebrated their first National 401(k) Day together by delivering treats and resources to clients.

Ron D’Onofrio Named Partner

Also a veteran of the life insurance industry, Ron D’Onofrio was named one of the partners at Shepherd Financial. Ron’s penchant for deep connections drive his wealth management relationships.

Tom Mayer Named Founding Partner

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.

Drew Denny Named Founding Partner

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.

Steve Wylam Named Founding Partner

Steve Wylam was named one of the founding partners of Shepherd Financial. Having worked exclusively in financial services throughout his career, Steve has helped Shepherd adapt to changes within the industry and grow quickly over the years.

Shepherd Financial Established

Headquartered in Carmel, Indiana, Shepherd Financial was established by a merger of the 401(k) Team @ CAMI and Shepherd Insurance & Financial Services. The extensive experience and passion for retirement plan consulting of the founding partners laid the groundwork for the company’s growth in the upcoming years.

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