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Who We Are
Our Story
Our Team
Our Process
Awards & Recognition
Corporate Social Responsibility
What We Do
Retirement Plan Consulting
Employee Engagement
Fiduciary Support
Investments
Wealth Management Services
Financial Planning
Wealth Management
Business Planning
Succession Planning
Key Person Protection
Insurance Solutions
Resources
Blog
Join Our Team
Disclosures
Contact Us
Client Portal
Blog
Helping People and Companies
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Through Empowered Financial Solutions
After joining our team,
Alex Sylvester
was named one of the partners at Shepherd Financial.
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