Our Team
Helping People and Companies Thrive Through Empowered Financial Solutions
Drew, CFP®, C(k)P®, is one of the founding partners of Shepherd Financial. Prior to founding Shepherd Financial in 2015, Drew provided oversight to the Financial Services division of Shepherd Insurance.
Drew and his wife, Leigh, currently reside in Columbus, Indiana, with their daughter, Lexi.
How do you stay active?
I try to start each day with some form of cardio, whether that is in the gym on the elliptical or treadmill or being outside in the neighborhood when the weather allows. This is so important for me to have a good day! I also enjoy playing golf and tennis, biking, walking the nature trails in the hills of Brown County, and working in my yard.
Are you a morning or evening person?
Definitely morning. I enjoy getting up early to start my workout, watch the sun come up, drink a cup of coffee, and plan my day before all the craziness begins. I find I am most productive in the first part of the day, so I try to get the most difficult tasks completed early.
Do you have a favorite sports team or athlete?
My favorite team is the St. Louis Cardinals. Baseball was my favorite sport growing up, and the Cardinals were the team I would always take time to watch. Here at Shepherd, we have several team members who are baseball fans, so we have a fun, competitive spirit throughout the season. My favorite athlete is Peyton Manning. As a Colts fan, I have great memories of his time in Indy. I always appreciated the way he carried himself, as well as his involvement and time with the Indianapolis community. Today, I enjoy watching Peyton on TV, whether at a celebrity golf match, ESPN event, or TV commercial.
Would you prefer a beach house or mountain cabin?
My family enjoys spending time at our condo in Sarasota, Florida. Whether we are walking the beach, enjoying nature trails in the park, kayaking through the mangroves, swimming, or boating, the beach is a place to relax and create family memories.
What is your favorite season?
I enjoy fall the most because of the cool mornings and evenings paired with dry sunny days. And, of course, the changing colors of leaves! Taking an evening boat ride around the lake is a great way to end the day, and I think fall golf is the best.
1997 – Bachelor of Science: Accounting, Indiana University Kelley School of Business
2008 – CERTIFIED FINANCIAL PLANNER™ certification, College for Financial Planning
2013 – Certified 401k Professional® designation, The Retirement Advisor University
Top 401 Retirement Advisor (2015, 2017, 2018, 2019, 2020)
Financial Times
Top Independent Next Gen Advisors (2014)
WealthManagement.com
The awards listed are not indicative of future performance. Working with an advisor or wealth manager who has received an award is no guarantee of future investment success. For complete disclosure information, please click here.
Tom, AIF®, is one of the founding partners of Shepherd Financial. Prior to founding Shepherd Financial in 2015, Tom spent 11 years with Capital Analysts of the Midwest, where he and Steve Wylam formed the 401(k) Team @ CAMI.
Tom and his wife, Erin, currently reside in Fishers, Indiana, with their daughters, Addison and Audrey.
What is your favorite sports team?
It’s Purdue basketball. I’ve been hooked since the age of nine – I attended a basketball camp at Purdue and won the Mr. Hustle award.
What is your favorite food, and where is the best place to get it?
I love the Smash Burger at Hampton Social in Nashville, Tennessee.
Would you rather go 30 days without your phone or your entire life without dessert?
This is not even close. I’m not huge on sweets, and I am addicted to my phone.
What is your favorite card game?
I love playing Euchre with my college roommates.
Have you ever won anything?
I won the opportunity to take a guest with me to take batting practice and play catch at Wrigley Field. Growing up a huge Cubs fan and being able to experience it with my dad was an absolute dream come true.
2002 – Bachelor of Science: Consumer Financial Counseling and Planning, Purdue University
2007 – Accredited Investment Fiduciary® designation, Fi360 (now Broadridge)
Top Retirement Plan Advisor Under 40 (2014, 2016)
NAPA
Top 401 Retirement Advisor (2018, 2019, 2020)
Financial Times
The awards listed are not indicative of future performance. Working with an advisor or wealth manager who has received an award is no guarantee of future investment success. For complete disclosure information, please click here.
Steve, CFP®, AIF®, is one of the founding partners of Shepherd Financial. Prior to founding Shepherd Financial in 2015, Steve spent 27 years with Capital Analysts of the Midwest, where he and Tom Mayer formed the 401(k) Team @ CAMI.
Steve and his wife, Jacqui, currently reside in Fishers, Indiana, and have two daughters, Camryn and McKenna.
If you could golf in any foursome, who would you pick?
I play a lot of golf with family and close friends; since I can play with them most any time, I will exclude them from this list. I guess I would have to choose a couple professional golfers – Phil Mickelson and Tiger Woods. Then to round out the group, I would really like to play one more round with my father, Bill Wylam. Before he passed in 2008, we played a couple of times at Pebble Beach on his birthday; it would be really special to recreate that experience.
What is your favorite season?
Fall is the best – I love the cool brisk mornings and the changing of colors.
What is your favorite food, and where is the best place to get it?
I love a good pizza. You can’t go wrong with the Sweet Pig Hawaiian pizza at Lahaina Pizza Company on Front Street in Maui.
Would you prefer a beach house or mountain cabin?
I would pick a mountain house in Aspen – there’s skiing in the winter and golfing and fly fishing in the summer.
Which cheesy song from your childhood do you still love?
I’m not sure if I still know all the words, but I do know one word 33 times. Whenever ‘Thunderstruck’ by AC/DC comes on the radio, the volume always goes way up.
1987 – Bachelor of Science: Consumer Financial Counseling and Planning, Purdue University
1993 – CERTIFIED FINANCIAL PLANNER™ certification, College for Financial Planning
2007 – Accredited Investment Fiduciary® designation, University of Pittsburgh Joseph M. Katz Graduate School of Business
2015 – Certified Plan Fiduciary Advisor® credential, National Association of Plan Advisors
Top 401 Retirement Advisor (2017, 2018, 2019, 2020)
Financial Times
The awards listed are not indicative of future performance. Working with an advisor or wealth manager who has received an award is no guarantee of future investment success. For complete disclosure information, please click here.
Leah, QKA®, QPA, CPC, is a partner and the Director of Retirement Plan Services for Shepherd Financial. Prior to joining Shepherd Financial in 2015, Leah worked as a retirement plan designer and plan consultant.
Leah and her husband, Aaron, currently reside in Zionsville, Indiana, with their children, Cameron and Claire.
What is your favorite food, and where is the best place to get it?
I love pizza and wings from Ale Emporium!
Who or what makes you laugh the most?
My sister, Megan. We have a lifetime of inside jokes, and it doesn’t take much to make us start laughing hysterically until we can’t breathe anymore.
If you could spend 12 hours with anyone, who would it be? What would you do?
I would spend time with my husband. He is my best friend! We would grab coffee and go for a long hike. Quality time with the people I love is my favorite way to spend my time.
Where do you most want to visit in the world?
I would love to go to my birthplace, South Korea.
What is something about you that other people do not know at first?
I have a huge passion for green initiatives. I am always looking for ways to reduce my carbon footprint, including recently switching to an electric car – the Ford Mustang Mach-E.
2007 – Bachelor of Science: Mathematics, University of Notre Dame
2009 – Qualified 401(k) Administrator credential, American Society of Pension Professionals & Actuaries Association
2010 – Qualified Pension Administrator credential, American Society of Pension Professionals & Actuaries Association
2011 – Certified Pension Consultant credential, American Society of Pension Professionals & Actuaries Association
Top Retirement Plan Advisor Under 40 (2022)
NAPA
The awards listed are not indicative of future performance. Working with an advisor or wealth manager who has received an award is no guarantee of future investment success. For complete disclosure information, please click here.
Michael, CFP®, AIF®, CFS®, CAS®, CISTM, CESTM, CTSTM, AAMS®, AWMA®, MBA, is a partner and the Director of Wealth Management at Shepherd Financial. After building a successful wealth management practice, he partnered with Logan Lavelle Hunt in 2008. Logan Lavelle Hunt Wealth Management merged with Shepherd Financial in 2018.
Michael and his wife, Stacy, currently reside in Sellersburg, Indiana, with their daughter, Kylie, and twin sons, Blake and Chase.
Are you a morning or evening person?
I am definitely a morning person! I like to be up by 5:00 before everyone else so I can work out, watch the news, and get a jump start on my day.
If you could time travel to any era, which would you choose?
I would travel 100 years into the future. I am curious about what our world and economic landscape will look like, how people and future family members will live, new technology, advancements in medicine, and if the Indianapolis Colts will ever win another Super Bowl.
If you could have any superpower, which would you choose?
As much as I think reading minds would be a useful superpower, I would like to be able to fly anywhere in the world without the hassle of traffic, parking, or airport delays.
What is your biggest pet peeve?
Driving in the slow lane is typically near the top of my list, but my biggest pet peeves are rudeness and disrespect.
What is something you must have to get through the day?
Exercise! I haven’t missed a single day since January 5, 2013. It’s a healthy habit that sets the tone for my entire day.
1998 – Bachelor of Arts: Business, Hanover College
2005 – Master of Business Administration, Webster University
2008 – Accredited Asset Management SpecialistSM designation, College for Financial Planning
2009 – Accredited Wealth Management AdvisorSM designation, College for Financial Planning
2012 – Executive Certificate: Financial Planning, Bellarmine University
2013 – Certified Income SpecialistTM designation, Institute of Business & Finance
2013 – CERTIFIED FINANCIAL PLANNER™ certification, College for Financial Planning
2014 – Certified Fund Specialist® designation, Institute of Business & Finance
2015 – Accredited Investment Fiduciary® designation, Fi360 (now Broadridge)
2016 – Certified Annuity Specialist® designation, Institute of Business & Finance
2017 – Certified Estate and Trust SpecialistTM designation, Institute of Business & Finance
2018 – Certified Tax SpecialistTM designation, Institute of Business & Finance
2022 – Master of Science: Financial Services, Institute of Business & Finance
20 People to Know in Wealth Management and Financial Planning (2022)
Louisville Business First
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The recognition listed is not indicative of future performance. Working with an advisor or wealth manager who has received an award or recognition is no guarantee of future investment success.
Alex, CPFA®, AIF®, is a partner at Shepherd Financial. He merged his retirement plan practice with Shepherd Financial in 2019.
Alex and his wife, Mallory, currently reside in Carmel, Indiana, with their two children.
What is your least favorite chore?
Without a doubt, grocery shopping in the store. Curbside is most definitely the way to go!
What is your biggest pet peeve?
It drives me crazy when people are late or unprepared.
What is your favorite season?
It has to be fall. I think Goldilocks said it best – not too hot, not too cold, and there’s football!
If you could golf in any foursome, who would you pick?
I would pick some of my favorites – Steph Curry, Jason Bateman, and Peyton Manning.
What is your favorite flavor of ice cream, and where is the best place to get it?
I am a cookies and cream connoisseur. I try it everywhere I go, but the best I have ever had is from Jiffy Treat in Ellettsville, Indiana.
2012 – Bachelor of Science: Accounting and Finance, Marian University
2015 – Accredited Investment Fiduciary® designation, Fi360 (now Broadridge)
2017 – Certified Plan Fiduciary Advisor® designation, National Association of Plan Advisors
2021 – Environmental, Social, and Governance 401(k) certificate, National Association of Plan Advisors
Top Retirement Plan Advisor Under 40 (2017, 2021, 2022)
NAPA
The awards listed are not indicative of future performance. Working with an advisor or wealth manager who has received an award is no guarantee of future investment success. For complete disclosure information, please click here.
Holly is a partner and the Director of Creative & Strategic Operations at Shepherd Financial. Prior to Shepherd Financial’s formation in 2015, Holly was the Client Service Coordinator for the 401(k) Team @ CAMI.
Holly currently resides in Carmel, Indiana.
Are you a morning or evening person?
Definitely morning – I’m the first one in the office most days, making coffee and getting a jump on my day. I need quiet space and time to settle before I start interacting with other people.
What is your favorite baseball team?
With a lot of fans of division rivals in our office, this is divisive, but I love the Milwaukee Brewers! And although I am usually freaked out by mascots (listen, they are too aggressive and get in your personal space), I will always cheer for Hot Dog during the Sausage Race.
What is something about you that other people do not know at first?
I am an extreme introvert. I am often in situations that require high energy and frequent interaction with others, so learning that I actively prefer quiet and solitude to recharge can sometimes surprise people.
How do you stay active?
This changes depending on my particular season of life – I’ve been a runner, played ultimate frisbee, tried my hand at volleyball and softball, took up rock climbing, and practiced yoga. I enjoy tackling challenges, whether it’s charging through an obstacle course, laying out for a frisbee, or finishing a marathon.
What is your favorite thing to cook?
Good food is certainly the way to my heart, and I love creating something delicious to share. I think the best things I make are steak (the secret is butter; I’m not sorry), lasagna (my dad’s recipe), and anything breakfast-related (Nutella-stuffed French toast, anyone?).
2004 – Bachelor of Arts: English, University of Indianapolis
2012 – Master of Arts: Student Development Counseling and Administration, Indiana Wesleyan University
WiPN Leadership Fellow Program (2020)
WE | Inspire | Promote | Network (formerly Women in Pensions Network)
John is a partner and Wealth Advisor at Shepherd Financial. Prior to merging his practice with Shepherd Financial in 2017, John spent 45 years in financial services and casualty insurance.
John and his wife, Wilma, currently reside in Indianapolis, Indiana. They have four grown children: Sarah, Ben, Anna, and Rebecca.
What is your favorite sport?
Golf is my favorite, and I love to play with my grandson.
If you could golf in any foursome, who would you pick?
I would choose from several generations: Tom Watson, Tiger Woods, and Jordan Spieth.
What is your favorite book?
The Unlikely Spy by Daniel Silva
What is your favorite card game?
I love to play bridge!
Are you a morning or evening person?
Mornings are my best time.
Ron D’Onofrio
Ron is a partner at Shepherd Financial. Prior to joining Shepherd Financial in 2015, Ron worked at Shepherd Insurance for 10 years.
Ron and his wife, Christy, currently reside in Westfield, Indiana, and have five children: Courtney, Ali, Nick, Cassie, and Carly.
If money was not a factor, how would you live your life?
I would be a missionary.
Are you a morning or evening person?
Evening!
What were your favorite childhood cartoons?
I loved Road Runner and Wile E. Coyote.
If you could time travel to any era, which would you choose?
I would go back to the 1960s – it was a great time. Peace and love!
What is your favorite season?
I love spring, because it is the start of baseball season. I umpired high school baseball for 45 years and just retired.
David, AIF®, is the Director of Investment Management at Shepherd Financial. Prior to joining Shepherd Financial in 2015, David spent more than 20 years in the financial services industry.
David and his wife, Heather, currently reside in Fishers, Indiana, and have three mostly-grown sons: Jonathan, Samuel, and Andrew.
If money was not a factor, how would you live your life?
I would live with more grace than I seem capable of now – I’d be quicker to help, quicker to forgive, and act in greater service of others.
If you could live anywhere in the world, where would it be?
I would be by a lake, a stream, or an ocean where I would only hear natural sounds, but it would be close enough to town to be part of a small community and a regular at a diner or coffee shop.
If you could time travel to any era, which would you choose?
I’d love to go to the second Industrial Revolution to see so many technologies and products develop!
Would you rather go 30 days without your phone or your entire life without dessert?
I will never give up dessert. Never.
What is your biggest pet peeve?
Answering getting to know you questions.
1995 – Bachelor of Science: Consumer Financial Counseling and Planning, Purdue University
2010 – Accredited Investment Fiduciary® designation, Fi360 (now Broadridge)
Nick, CRPS®, is the Director of Innovation and Client Experience at Shepherd Financial. Prior to joining Shepherd Financial in 2015, Nick began his career with a Registered Investment Advisory firm in California.
Nick and his wife, Courtney, currently reside in Noblesville, Indiana, with their daughter, Gwen, and dog, Finn.
If you could golf in any foursome, who would you pick?
I would love to play with Justin Thomas, Tiger Woods, and Rory McIlroy.
Would you prefer a beach house or mountain cabin?
My family is definitely going beachside!
Do you prefer coffee or tea?
Coffee – I’ll go with the Triple Grande Blond Vanilla Latte.
What is your favorite food, and where is the best place to get it?
You have to try the Shrimp Po Boy on Lobster Roll Style Bread at the 167 Raw Oyster Bar in Charleston, South Carolina.
What is your favorite board game?
I love Codenames!
2013 – Certificate in Management: Entrepreneurship and Innovation, Purdue University
2013 – Bachelor of Science: Consumer Financial Counseling and Planning, Purdue University
2020 – Chartered Retirement Plans SpecialistSM designation, College for Financial Planning
Shawny is a Client Solutions Coordinator at Shepherd Financial. She joined Shepherd Financial in 2018 as part of the Logan Lavelle Hunt Wealth Management division merger.
Shawny and her husband, Mark, currently reside in Lynnville, Indiana, and have four sons, Matthew, Logan, Michael, and Cory.
What is your favorite season?
I love summer and everything associated with it – sunshine, swimming, flowers, longer daylight hours, boating, and fishing.
Would you prefer a beach house or mountain cabin?
I can’t choose between the two! Two of my all-time favorite vacations were traveling to Hawaii and our cabin in Gatlinburg, Tennessee.
Would you rather live without TV or music?
I could forget about the TV, but I need music. It can totally brighten my day.
If money was not a factor, how would your life look?
My husband and I would travel around in a motorhome and visit national parks. We would spend quality time with our grandchildren.
Have you ever won anything?
When I was seven years old, I entered a NCAA basketball tournament bracket at our local hardware store. I didn’t know anything about the teams – I just selected them by their names and the color of their jerseys. I ended up winning the bracket and received a light blue hand transistor radio.
1984 – Certificate in Applied Science, International Business College
Jessica Bertelson
Jessica is an Accounting & Compliance Coordinator at Shepherd Financial. Prior to joining Shepherd Financial in 2022, Jessica owned a children’s clothing boutique for 10 years.
Jessica and her husband, Dan, currently reside in McCordsville, Indiana, and have two daughters, DeAnna and Josephine.
If money was not a factor, how would you live your life?
I would travel around the world. I love traveling to new places, and I rarely go to a country twice, even if I have fallen in love with that location.
What is your least favorite chore?
I hate cleaning the bathroom. It is the one area of the house that I love to pass off to my kids or husband.
Would you rather go 30 days without your phone or your entire life without dessert?
Dessert. I would live without sweets as long as I have salty popcorn. My phone, on the other hand, is how I communicate with everyone.
Would you prefer a beach house or mountain cabin?
Beach house, 100%. I love warm weather and beaches. Most of my vacations consist of going to the beach or going on a cruise.
Which cheesy song from your childhood do you still love?
It’s not a young childhood song, but I love ‘Barbie Girl.’ I really enjoy embarrassing my kids while singing it.
2007 – Bachelor of Science: Tourism Management, Indiana University
Curtis is a Financial Solutions Consultant at Shepherd Financial. Prior to joining Shepherd Financial in 2021, Curtis worked as an occupational therapist.
Curtis and his wife, Rachel, currently reside in Plainfield, Indiana, and have a daughter, Charlie, and son, Cal.
Which life lesson has had the greatest impact on you?
Every life lesson that has had the greatest impact on me has had a common message: when life takes you down a path you didn’t expect or plan – whether good or bad – you have to find clarity in what matters most to you in your life. I truly believe identifying those factors and staying true to them builds a foundation for a successful and meaningful life.
What is something you must have to get through the day?
Music is a must! Whether it helps me relax after a stressful day, motivates me and helps me focus when I’m feeling off, or it tells a story I can relate to in some way, music has been something I have enjoyed for as long as I can remember. Music leads me to reflect on my life events and allows me to connect with the things and people that mean the most to me, even when they may not be around.
If you could have any superpower, which would you choose?
I’d have to go with teleporting. Think about all the time we spend traveling to work, running errands, going places on the weekends, or heading out on vacation. Time is of great value, and we can’t get it back. I think teleporting would help me have more time to do the things I enjoy with the people I love. Plus, the cherry on top is all the money you’d save!
What are you favorite sport and sports team?
My favorite sport is basketball, and I love the UNC Tar Heels.
If you could live anywhere in the world, where would it be?
I would want a decent amount of land and live in a house somewhere in or near the mountains, but I would also want to be relatively close to an urban area. That way, I would be able to enjoy the best of both worlds – a quite area to live and explore the great outdoors while also being able to enjoy the city life and its fun social events.
2013 – Bachelor of Science: Exercise Science, Sports Management, Marian University
2018 – Doctor of Occupational Therapy, University of Indianapolis
Tom is a Wealth Advisor at Shepherd Financial. He joined the Shepherd Financial team in 2022.
Tom currently lives in Indianapolis, Indiana.
Do you have a favorite sports team or athlete?
My favorite sport – by a long shot – is football; to no surprise, my favorite team is the Colts. I have season tickets and will be enjoying my second full year of going to every Colts home game. My favorite athlete is the best running back in the NFL – Jonathan Taylor.
If you could spend 12 hours with anyone, who would it be, and what would you do?
I would choose to spend it with my grandpa – I was named after him, and he passed away when I was in middle school. Some of my fondest memories growing up were listening to the wild stories he used to tell my brother and me. I would do anything to be able to spend time with him so he could see how far I’ve come in life.
If money was not a factor, how would you live your life?
I wouldn’t live in Indiana – I’d have a beach house, probably in Florida. To keep me busy, I would become a day trader and do that in the morning and early afternoon. In the evenings, I would have a bartending job at a local bar. I would also own at least two dogs.
Which life lesson has had the greatest impact on you?
I have realized that no one is truly perfect. As you grow up, you view adults as people that have everything figured out. But as you get older and gain more life experience, you begin to understand that no one is perfect, everyone has baggage, and we’re all humans at the end of the day. Everyone deserves a little bit of grace and respect.
Do you prefer coffee or tea?
Coffee > tea. Iced > hot. Black > add ins.
2019 – Bachelor of Arts: Economics, DePauw University
Erin, AAMS®, AWMA®, CFP®, CWS®, is a Senior Wealth Advisor at Shepherd Financial. Prior to joining Shepherd Financial in 2021, Erin spent 10 years at Charles Schwab.
Erin and her husband, Gregg, currently reside in Fishers, Indiana, with their daughters, Madelyn and Elaina.
Would you rather go 30 days without your phone or your entire life without dessert?
I have been making an effort to be more present and in the moment, so I would give up my phone for a month. I wish I could do it for about 23 hours out of the day as it is. Plus, who really wants to give up dessert? Life is about living!
What is your favorite season?
I absolutely love fall! There is just something about putting on a sweatshirt, sitting around a fire, carving pumpkins, and eating caramel apples that you can’t beat.
If you could have any superpower, which would you choose?
I think being able to time travel would be great, but I only want to go back in time. I would visit family members that are no longer with us, visit eras before my time, and see beautiful landscapes before they got developed. I would not want to visit the future – I’d rather leave it up to destiny than knowing what it is and feeling the need to change it.
What is your least favorite chore?
I loathe laundry. It’s not so much the washing, drying, or folding. It’s having to put it away. I put it off as long as possible, which only makes the problem worse! I guess I should work on that…
What are your favorite childhood cartoons?
I didn’t watch that many cartoons as a kid, but I did stay up way too late to watch Nick at Nite. I binge watched Golden Girls, The Wonder Years, and Happy Days.
2011 – Bachelor of Science: Consumer Financial Counseling and Planning, Purdue University
2012 – Accredited Asset Management SpecialistSM designation, College for Financial Planning
2016 – Accredited Wealth Management AdvisorSM designation, College for Financial Planning
2016 – CERTIFIED FINANCIAL PLANNER™ certification, College for Financial Planning
2020 – Certified Wealth Strategist® certification, Cannon Financial Institute
Carson is a Wealth Associate at Shepherd Financial. He joined the Shepherd Financial team in 2022.
Carson currently resides in Fishers, Indiana.
If money was not a factor, how would you live your life?
I would move to Europe and become a train conductor.
If you could live anywhere in the world, where would it be?
I visited Ireland with my family several years ago and just loved the countryside.
If you were granted $1 million tomorrow and told you must buy something fun for yourself, what would you purchase?
I would love to have partial ownership in an F1 or any sports team!
Would you rather take a trip to outer space or the depths of the ocean?
I would take any opportunity to experience space travel over going in the ocean.
What is your favorite board game?
I love playing Settlers of Catan with my family and friends!
2022 – Bachelor of Science: Consumer Financial Counseling and Planning, Purdue University
George, CFP®, AIF®, is a Senior Wealth Advisor at Shepherd Financial. He merged his retirement plan practice with Shepherd Financial in 2019.
George and his wife, Melanie, currently reside in Indianapolis, Indiana, and have two children, Allison and Samuel.
Which life lesson has had the greatest impact on you?
The more generous you are, the more good fortune seems to come your way.
Which animal would be most terrifying to you if it could speak?
It is terrifying on its own, but a poisonous snake would really scare me if it could talk because of the probability of it sneaking up on me.
What is your favorite season?
I love the summer, because I get to enjoy the fruits of my labor – our landscaping and flowers.
Would you prefer a beach house or mountain cabin?
Oh, for sure a mountain cabin in the Smokey Mountains! Every day, the view changes because of the cloud formations hovering over the peaks.
If you were granted one million dollars and told to buy something fun for yourself, what would you purchase?
I would hire a captain and boat to sail around the Virgin Islands until the money ran out.
1978 – Bachelor of Arts: Liberal Arts, Wabash College
1990 – CERTIFIED FINANCIAL PLANNER™ certification, College for Financial Planning
Accredited Investment Fiduciary® designation, Fi360 (now Broadridge)
Top 401 Retirement Advisor (2016, 2018, 2019)
Financial Times
The awards listed are not indicative of future performance. Working with an advisor or wealth manager who has received an award is no guarantee of future investment success. For complete disclosure information, please click here.
Ryan is a Wealth Advisor at Shepherd Financial. He joined Shepherd Financial in 2020.
Ryan and his fiancée, Rose, currently reside in Louisville, Kentucky, with their dog, Rin.
What is your favorite food, and where is the best place to get it?
It is a Polish dish called chicken paprikash. My grandma makes the best paprikash in the world, hands down, so her house is the place to get it.
If you could golf with any foursome, who would you pick?
Tiger Woods, Steph Curry, Michael Jordan, and Mark Wahlberg
If money was not a factor, how would you live your life?
I would spend my time traveling the world, playing golf and basketball (as long as my body allows me to), and allocating more time learning new hobbies like guitar, cooking and baking, and drawing.
What is your favorite sports team?
This one is easy – the Louisville Cardinals. I played basketball there from 2015 – 2020, and I love supporting the team now. Go Cards!
What is your favorite board or card game?
I come from a Euchre-loving family, and it is always a pleasant surprise when I am with other people who also know how to play.
2020 – Bachelor of Science: Marketing, Finance, University of Louisville
Joe is a Client Relationship Consultant at Shepherd Financial. Prior to joining Shepherd Financial in 2020, Joe spent 20 years in the retirement services industry.
Joe and his wife, Julie, currently reside in Carmel, Indiana, with their mostly-grown sons, Ben and Luke.
What is your favorite sports team?
I prefer college sports to the professional leagues in most cases, and my favorite team is the Indiana Hoosiers. I am a diehard IU basketball fan, but I am also a big fan of IU track and field.
If you could live anywhere in the world, where would it be?
Colorado! I love the mountains and everything they offer – hiking, exploring, and mountain biking in the spring, summer, and fall, then downhill skiing in the winter months.
What are your favorite card games?
Euchre and poker – you can’t be a Hoosier and not like Euchre! We have Euchre tournaments at every big family gathering around each of the holidays, and I try to get together with local college friends for a poker game every now and then.
What is your least favorite chore?
I hate cleaning out the rain gutters on the house. We have big trees, so there are many leaves. Spring and fall are the worst.
Are you a morning or evening person?
I’m really more of an evening person, because I am a night owl at heart. But some days, I love getting up extra early to get the day started with a short morning run.
1993 – Bachelor of Science: Public Administration, Indiana University
Noel, QKA®, CEBS®, is a Client Relationship Consultant at Shepherd Financial. Prior to joining Shepherd Financial in 2019, Noel spent 25 years in the financial services industry
Noel and his wife, Mary, currently reside in Fishers, Indiana, and have a daughter, Lizzy, and son, Paul.
Do you have a favorite sports team or athlete?
Growing up in Southwest Ohio, it could only be the Cincinnati Reds. As a kid, my favorite player was Johnny Bench. Today, it would definitely be Joey Votto.
Which animal would be the most terrifying if it could speak?
Definitely a snake! I hate snakes. And frankly, the last time a snake spoke, it didn’t end too well for humans.
What is your favorite card game?
Euchre – we normally have about 20 people play in a tournament at our big family Christmas party. The winners get to put their names on a trophy.
Would you prefer a beach house or mountain cabin?
Oh, I’d happily take a beach house in the Caribbean.
What is your favorite ice cream?
It’s double chocolate chip from Graeter’s.
1992 – Bachelor of Science: Business Management, Finance, Brigham Young University
2002 – Certified Employee Benefit Specialist designation, International Society of Employee Benefits Specialists
2005 – Qualified 401(k) Administrator credential, American Society of Pension Professionals & Actuaries Association
2011 – Qualified Plan Financial Consultant credential, National Association of Plan Advisors
2011 – Master of Business Administration, Human Resources, Indiana Wesleyan University
Cassaundra is a Client Solutions Coordinator at Shepherd Financial. Cassaundra joined Shepherd Financial in 2018 as part of the Logan Lavelle Hunt Wealth Management division merger.
Cassaundra and her husband, Brian, currently reside in Columbus, Indiana, with her son, Caleb.
If you could spend 12 hours with anyone, who would it be? What would you do?
It would definitely be my mom. She passed away 20 years ago and never got to meet the love of my life or my son. She was my biggest fan, and I miss her greatly. We would spend those 12 hours on the beach (her favorite place), just talking and sharing about the past 20 years.
Would you rather go 30 days without your phone or your entire life without dessert?
Oh, it’s no question – I’d rather give up my phone. I am a sweets lover! Chocolate and peanut butter together is my favorite. I’m tired of being tied to my cell phone; I miss when you didn’t feel the need to check email or social media.
Have you ever won anything?
In 2006, I was picked through a random drawing to be on the Martha Stewart Show. After competing in a couple of silly events and beating out two other ladies, I won a brand new Chevy Suburban!
Which life lesson has had the greatest impact on you?
I learned a great lesson when I was 27. My mother passed away, and a couple of months later, I was diagnosed with a brain tumor. I was blessed that it wasn’t cancerous. Going through those two major life events taught me to appreciate life and my loved ones so much more – we are not guaranteed tomorrow.
If money was not a factor, how would you live your life?
I would spend my time doing charity work. I have always wanted to do a missions trip – it’s at the top of my bucket list.
Valerie is a Client Solutions Coordinator for Shepherd Financial. Prior to joining Shepherd Financial in 2016, Valerie worked as a Front Desk Coordinator for Shepherd Insurance.
Valerie and her husband, Chase, currently reside in Noblesville, Indiana, with their son, Carter.
Which life lesson has had the greatest impact on you?
It is better to serve than to be served. I believe we are here to make contributions into other people’s lives. In doing so, we will live a more meaningful and happier life.
Who is your favorite athlete?
I love Michael Jordan. I grew up watching him play live, and the energy was electric. It was unlike anything I had ever experienced before! I still have my number 23 jersey, and I plan on keeping it forever.
What is your favorite season?
It has always been fall. I love to watch the leaves transform into beautiful colors, snuggle up by the fire with a cup of hot apple cider, and indulge in all the pumpkin and apple treats I can get my hands on!
What is your favorite flavor of ice cream, and where is the best place to get it?
My favorite ice cream flavor is chocolate peanut butter – a true match made in heaven. In my opinion, the best place to get ice cream is Handel’s. There’s a reason there is always a long line! I love that I can take a pint home and enjoy instant deliciousness whenever I want.
What is your favorite card game?
Euchre, even though I am not the best at it. My family and I love to play whenever we are together, and it’s a fun way to connect.
2012 – Bachelor of Arts: Retail/Management, Columbia College
Jeff is a Wealth Advisor at Shepherd Financial. Prior to joining Shepherd Financial in 2015, Jeff spent eight years working in private and retail banking.
Jeff and his wife, Angie, currently reside in Fortville, Indiana, with their son, Ethan, and daughter, Olivia.
What is something you must have to get through the day?
Coffee and time with my family. Days feel a little empty if I don’t get the opportunity to say goodbye to my wife and kids before we all start running in different directions or goodnight before my head hits the pillow.
What is your favorite season?
Summer! I am very much a sunshine, warm air, and hanging outside type of person. If Indiana ever decided to stop dropping snow and never go below about 60 degrees again, it would be just fine by me.
What is your favorite flavor of ice cream, and where is the best place to get it?
It has to be Raspberry Rumble at Libby’s Ice Cream in downtown Fortville. It’s the best ever. Period. Full stop.
Are you a morning or evening person?
I am a night owl, always. No talkee before coffee.
Would you rather go 30 days without your phone or your entire life without dessert?
I would happily embrace 30 days without my phone!
2016 – Bachelor of Science: Applied Sciences, Indiana University
Garrett, AIF®, is a Wealth Advisor at Shepherd Financial. Garrett joined Shepherd Financial in 2018 as part of the Logan Lavelle Hunt Wealth Management division merger.
Garrett and his wife, Melissa, currently reside in Sellersburg, Indiana, with their daughters, McKenzie and Gracelyn, and son, Gavyn.
What is your favorite quote?
‘To each there comes in their lifetime a special moment when they are figuratively tapped on the shoulder and offered the chance to do a very special thing, unique to them and fitted to their talents. What a tragedy if that moment finds them unprepared or unqualified for that which could have been their finest hour.’ Sir Winston Churchill
Would you prefer a beach house or mountain cabin?
Beach house!
If you could golf in any foursome, who would you pick?
Michael Jordan, Jack Nicklaus, and former President Trump
What is your favorite restaurant?
Jeff Ruby’s Steakhouse
Would you rather live without TV or music?
I would give up TV.
2017 – Accredited Investment Fiduciary® designation, Fi360 (now Broadridge)
Brittany, QKA®, TGPC, CHSA®, QKC is a Client Relationship Consultant at Shepherd Financial. Prior to joining Shepherd Financial in 2017, Brittany spent 12 years in the financial services industry.
Brittany and her husband, Rick, currently reside in Carmel, Indiana, with their daughters, Molly and Maren.
What is something you must have to get through the day?
I need snuggles from our dogs – we have two, and they bring us so much joy. If we are traveling without them, I miss them dearly. They are always happy to see us and up for cuddles and belly rubs. Taking the dogs for a walk by myself while listening to music, a book, or a podcast is one of my favorite things to do.
Do you prefer coffee or tea?
Coffee! As a kid, I could not understand my parents’ love of coffee. I thought the smell and taste were gross. But now, I love it. I drink it plain or with a little bit of milk, but it’s a morning staple. There aren’t any fancy coffee machines at the Vollmar household, just our old faithful coffee maker that my husband starts each morning. For the occasional splurge, I will get a fancy latte or cold brew.
What is your favorite flavor of ice cream, and where is the best place to get it?
Am I repeating myself here? Coffee! You can call it mocha or java – if it tastes like coffee, I love it. Locally, Handel’s is a family favorite. Otherwise, we love finding ice cream shops during vacations and travel. Ice cream always tastes better on vacation.
If money was not a factor, how would you live your life?
Growing up, I thought the coolest job possible was ski patrol – you’d ski the mountain all day, help people, and get the summers off. Even today, I think that would be a pretty awesome gig.
Which life lesson has had the greatest impact on you?
‘Keep your eye on the ball.’ I played a lot of sports growing up and continue to coach several youth sports. Today, keeping my eye on the ball translates to keeping my focus on what is most important: my faith, my family, and having a service-driven heart in all aspects of life.
2006 – Bachelor of Science: Marketing, French – Butler University Lacy School of Business
2014 – Qualified 401(k) Administrator credential, American Society of Pension Professionals & Actuaries Association
2018 – Tax-Exempt & Governmental Plan Consultant credential, American Society of Pension Professionals & Actuaries Association
2018 – Certified Health Savings Adviser designation, Access Point HSA
2021 – Qualified 401(k) Consultant credential, American Society of Pension Professionals & Actuaries Association
Julie, QKA®, is a Client Relationship Support Specialist at Shepherd Financial. Prior to joining Shepherd Financial in 2021, Julie worked as Retirement Plan Specialist at Benefit Planning Consultants (now FuturePlan by Ascensus).
Julie currently resides in Champaign, Illinois.
Are you a morning or evening person?
Definitely morning. In seasons other than winter, I enjoy getting a walk or run in before starting my workday at 7 am. There is something peaceful about being out in the world while it is still and before the craziness of the day arrives. Working eastern time hours while living in central time is a huge job perk for me.
Do you prefer coffee or tea?
Yes! I do not care if it’s hot, iced, fancy, basic, flavored, or plain. Caffeine is my friend!
What is your favorite flavor of ice cream, and where is the best place to get it?
Cappuccino ice cream from the Sidney Dairy Barn. But make sure you drive to the real thing – the Moo Mobile, which shows up to the farmer’s market and other events, is not the same.
Which cheesy song from your childhood do you still love?
Literally all of them. My brain is an endless pit of nonsense lyrics. ‘Summer Hits of the Early 2000s’ is my go-to workout playlist.
What is an unpopular opinion you have?
Pineapple absolutely belongs on pizza. Disagree all you want – it just means I do not have to share with you.
2010 – Bachelor of Science: Kinesiology, University of Illinois
2022 – Qualified 401(k) Administrator credential, American Society of Pension Professionals & Actuaries Association
Brad, QKA®, CRPC™, is a Client Relationship Consultant at Shepherd Financial. Prior to joining Shepherd Financial in 2021, Brad spent 16 years in the financial services industry.
Brad and his wife, Kara, currently reside in Westfield, Indiana, with their sons, Barrett and Bowen, and daughter, Blakely.
Do you have a favorite sports team or athlete?
Because I grew up in Lafayette and went to Purdue, I have been a lifelong Purdue fan (and sufferer). Drew Brees is my favorite athlete because of what he’s done on and off the field.
What is your favorite season?
Summer! I like to spend time outside coaching my kids’ sports teams, working in the yard, taking care of the garden, and going to the neighborhood pool.
What do you need to get through the day?
No question – I need my podcasts. Whether sports- or investment-related, I like having background noise as I go about my day.
Would you prefer a beach house or mountain cabin?
My favorite vacation spots are on the Gulf Coast of Florida, so I would love a beach house. You would always be able to find me laying on the beach or playing with my three kids.
Which cheesy song from your childhood do you still love?
It has to be anything late ’90s or early ’00s. Specifically, I can belt out every lyric of ‘It’s Gonna Be Me’ by *NSYNC.
2005 – Bachelor of Science: Management, Finance, Economics, Purdue University Krannert School of Management
2020 – Chartered Retirement Planning Counselor™ designation, College for Financial Planning
2022 – Qualified 401(k) Administrator credential, American Society of Pension Professionals & Actuaries Association
Heather is a Business Support Specialist at Shepherd Financial. Prior to joining Shepherd Financial in 2021, Heather spent 18 years with the Delaware Township Trustee’s Office.
Heather currently resides in Pendleton, Indiana.
What are your favorite sports teams?
I love my hometown teams, the Colts and Pacers. My family has had season tickets for the Colts since they came to Indianapolis in 1984. I also root root root for the Cubbies! When I was a kid and we visited our grandparents during the summer, my grandma would let me stay up late to watch Cubs games.
What is an activity you learned to enjoy later in life?
I started rock climbing almost five years ago. It is a unique sport that requires both physical and mental skills (making it much harder for me on some days!).
What is your favorite flavor of ice cream, and where is the best place to get it?
You have to go to Ivanhoe’s in Upland, Indiana (near my alma mater, Taylor University). They have 100 shakes and 100 sundae flavors. My personal favorite is the Trojan Two shake, a mint chocolate chip shake with cookie dough pieces and a scoop of chocolate ice cream on top.
Which cheesy song from your childhood do you still love?
You probably have not heard of it – Pretty Little Angel Eyes by Curtis Lee. It is my song with my dad, and I still own the record he bought for me.
What are your favorite books?
If you are looking for a long read, check out The Count of Monte Cristo. If you need a shorter adventure, go for The Scarlet Pimpernel.
2003 – Bachelor of Arts: Business Administration, Taylor University
