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Shepherd Financial team members spent the day delivering and mailing treats to more than 220 companies to celebrate National 401(k)/403(b) Day. Thanks to our team members’ nominations, we also provided financial support to nonprofit organizations within our community: Giant Paw Prints, The HallieStrong Foundation, The Jacob Pickett Response Organization, Wheeler Mission Center of Women & Children, and Zionsville Education Foundation.
Living up to their name, Team Waterproof was the winner of the 401(k) x 2 Race in April. During our Parking Lot Party, they chose other Shepherd Financial team members to drop in the dunk tank.
As a part of United Way of Central Indiana’s Go All In Day, Shepherd Financial team members volunteered at Girl Scouts of Central Indiana to help package and label nearly 25,000 boxes of cookies.
On June 5, 2024, Leah Sylvester was honored as the 2024 Retirement Plan Advisor of the Year at the RIA Intel Awards.
Shepherd Financial team members were split into six teams to compete for the most points in the fifth annual 401(k) x 2 Race.
Shepherd Financial was named to the National Association of Plan Advisors (NAPA) Top DC Advisor Teams list for the seventh time (2017, 2018, 2019, 2020, 2021, 2022). The list highlights teams with at least $100 million in defined contribution assets under advisement.
For the second year in a row, Shepherd Financial was named a PLANADVISER Retirement Plan Adviser of the Year Finalist in the Plan Sponsor Service category.
Shepherd Financial team members volunteered at Second Helpings in the Hunger Relief Kitchen by helping prepare 1,500 sandwiches.
Shepherd Financial team members volunteered at The Love Pet Project to help clean up the farm and play with the puppies.
Shepherd Financial team members spent the day delivering and mailing treats to more than 200 companies to celebrate National 401(k)/403(b) Day. Chosen by our team members, we also provided financial support to nonprofits within our community: Brooke’s Place, Champ Camp, Fair Haven, and Prevail.
After battling it out during the 401(k) x 2 Race, the 7 gladiators emerged victorious. During our Parking Lot Party, the gladiators soaked their chosen contenders in a dunk tank.
Shepherd Financial team members served at Gleaners Food Bank of Indiana to provide over 300 families with fresh produce, dry goods, and other essential groceries.
Alex Sylvester was named to the National Association of Plan Advisors (NAPA) Top Plan Advisors Under 40 list for the fourth time (2017, 2021, 2022).
Shepherd Financial was named to the National Association of Plan Advisors (NAPA) Top DC Advisor Teams list for the sixth time (2017, 2018, 2019, 2020, 2021). The list highlights teams with at least $100 million in defined contribution assets under advisement.
Shepherd Financial team members were split into two groups (7 gladiators vs 25 contenders) to compete in the fourth annual 401(k) x 2 Race.
The Business Journal’s Louisville Business First named Garrett Smith one of Louisville’s 20 People to Know in Wealth Management.
Shepherd Financial was named a PLANADVISER Retirement Plan Adviser of the Year Finalist in the Plan Sponsor Service category.
Shepherd Financial team members spent the day delivering and mailing treats to more than 220 companies to celebrate National 401(k)/403(b) Day. With a focus on mental health and behavioral services, we also provided financial support to Adult & Child Health, Centerstone of America, Seven Counties Services, and Uspiritus.
The Shepherd Financial team hosted Senator Todd Young to discuss retirement bills focused on expanding access to retirement plans in a bipartisan manner.
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.
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.
The Business Journal’s Louisville Business First named Michael Richardson one of Louisville’s 20 People to Know in Wealth Management and Financial Planning.
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.
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.
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.
Shepherd Financial team members spent the day delivering and mailing treats to nearly 200 companies to celebrate National 401(k)/403(b) Day. We also continued our tradition of providing financial support to the Hancock Health Foundation and Wheeler Mission.
Ready to hit the ground running, Shepherd Financial sponsored two teams in its second 8-Hour Endurance Race.
Shepherd Financial team members participated in a Habitat for Humanity building project to provide housing for two families in need.
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.
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 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.
Shepherd Financial and Shepherd Insurance team members participated in the Million Meal Movement to pack meals and combat hunger in Indiana.
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.
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.
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.
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.
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.
Battling the heat, Shepherd Financial team members spent the day together as they participated in their first 8-Hour Endurance Race.
After joining our team, Alex Sylvester was named one of the partners at Shepherd Financial.
Bringing more than 40 years of combined experience, George Lauck and Alex Sylvester joined the Shepherd Financial team.
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.
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.
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.
Shepherd Financial team members sorted and scanned over 4,300 pounds of food to make nearly 2,900 meals at Gleaner’s Food Bank.
Shepherd Financial team members spent the day delivering and mailing treats to more than 150 companies to celebrate National 401(k)/403(b) Day.
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.
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.
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.
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.
Shepherd Financial team members spent the day delivering and mailing treats to more than 145 companies to celebrate National 401(k)/403(b) Day.
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.
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.
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.
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.
Shepherd Financial team members spent the day delivering and mailing treats to more than 80 companies to celebrate National 401(k) Day.
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.
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.
Delivering to more clients than ever, Shepherd Financial team members spread the love with giant cookies to celebrate National 401(k) Day.
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.
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.
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.
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 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.
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.