Steve, CFP®, AIF®, is one of the founding partners of Shepherd Financial. He has worked exclusively in the financial services profession throughout his career, serving both wealth management clients and corporate retirement plan trustees and participants.
Prior to forming Shepherd Financial, Steve spent 27 years with Capital Analysts of the Midwest. In 2007, Steve received the designation of Accredited Investment Fiduciary® from the Center of Fiduciary Studies™ in association with the Joseph M. Katz Graduate School of Business, University of Pittsburgh; he has held the CERTIFIED FINANCIAL PLANNER™ certification since 1993.
He graduated from Purdue University in 1987 with a degree in Financial Counseling and Planning. Steve and his wife, Jacqui, reside in Fishers with their two daughters. In his free time, Steve enjoys golfing at the Sagamore Club, watching his daughters playing soccer and cheerleading, or walking his dog, Jake Aspen Doodle Kaiser Wylam, around the neighborhood.