Leah Sylvester Named RIA Intel’s 2024 Retirement Plan Advisor of the Year

[June 5, 2024, Carmel, IN] – Shepherd Financial is proud to announce Leah Sylvester has been honored as the 2024 Retirement Plan Advisor of the year at the RIA Intel Awards. Chosen from nearly 300 nominations, this award highlights Leah’s continued commitment to the retirement plan industry. The RIA Intel Awards are a celebration of excellence in the asset management industry, honoring financial advisors, wealth management firms, and industry leaders.

Having led Shepherd Financial’s retirement plan practice since 2015, Leah provides holistic consulting to help plan sponsors understand best practices, manage the decision-making process, and ensure they are providing real benefits to their employees. Her dedication to delivering exceptional retirement plan advisory services has distinguished her as a leader within the industry. An engaged advocate for plan sponsors, her innovative approach and unwavering commitment to her clients’ success showcase Leah’s standards for excellence.

‘We are extremely proud of Leah’s achievements and this well-deserved recognition,’ said Tom Mayer, CEO of Shepherd Financial. ‘Her passion for her clients and expertise in the field make her an invaluable asset to our team – and the industry as a whole.’

The awards, hosted in partnership with RIA Intel and the RIA Institute, were created to recognize the importance of wealth management and advisory as a growing and influential force within asset management. The awards also honored individuals who have displayed exceptional growth, expertise, and potential.

 

About Leah Sylvester:
Leah Sylvester, CPC, QKA®, QPA®, is an Executive Partner and the President of Retirement Plans at Shepherd Financial. She oversees both Shepherd Financial’s retirement plan book of business and team members. Leah is an active leader and learner within the retirement plan industry. She is a Member Advisor on the Retirement Advisor Council, an organization committed to advocating for successful qualified plan and participant retirement outcomes. She has co-chaired two Women in Retirement Conferences, an organization dedicated to empowering women in the retirement industry. She was named to the National Association of Plan Advisors Top Retirement Plan Advisors Under 40 list in 2022. Contact her at lsylvester@shepherdfin.com.

About Shepherd Financial:
Headquartered in Carmel, Indiana, Shepherd Financial is an independent firm, utilizing a thorough and highly efficient team approach to retirement plan consulting and wealth management. Our mission is helping people and companies thrive through empowered financial solutions. Our vision is to grow in a meaningful way, becoming a nationally recognized name as a trusted financial partner and industry leader. For further information, please visit www.shepherdfin.com or call 844.975.4015.

 

June 5, 2024 – The 2024 Annual RIA Intel Retirement Plan Advisor of the Year Award
Recipients are selected through a qualitative assessment of an examination of publicly accessible data and performance indicators, consultation with industry peers and leaders to assess the nominee’s influence and reputation within the sector, evaluation criteria centered on credibility, significance of contributions to the field, and innovation in practice. The process of review and final selection is executed by the Editorial Team of RIA Intel (responsible for conducting research and ensuring nominees meet standards of excellence) and the RIA Institute Advisory Board (offers additional insights and industry expertise to augment the review process). RIA Intel awards are not indicative of an investment adviser’s future performance, and no investment adviser pays, or is paid a fee, to take part in the program.

Top Plan Advisors Under 40 (2022) – National Association of Plan Advisors
Established in 2014, the 2022 Top Retirement Plan Advisors Under 40 were drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners, vetted by a blue ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. In 2022: 700 nominations, 100 winners.

Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation.

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