Cassaundra Couture Holton

Client Solutions Coordinator at Shepherd Financial - Carmel, IN, US

Cassaundra Couture Holton's Colleagues at Shepherd Financial

Denny CFP®

Retirement Plan Business Leader & Partner

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David AIF

Director Investment Management

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Julie Webb

Client Relationship Support Specialist

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Brad Wells

Client Relationship Consultant

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Joe Miller

Client Relationship Consultant

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Danielle CPFA

Client Relationship Consultant

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Tom Mayer

Partner

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Cassaundra Couture Holton's Contact Details

Email (Verified)
***@shepherdfin.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
317-846-5554

Location
Floyds Knobs, Indiana

Company
Shepherd Financial

Cassaundra Couture Holton's Company Details

Shepherd Financial

Carmel, IN, US • 20 - 49 Employees
Financial Services

We believe in making a difference in employees' lives by helping them on a path for a successful retirement.Through our advisors, we educate and motivate 401(k) participants with informative and personalized tools that will help them improve their financial behavior while giving them access to quality investments. We value keeping total plan costs as reasonable as possible without sacrificing service.We help instill confidence in retirement plan trustees, corporate staff, and participants by guiding them through our established process.Advisory services offered through Shepherd Financial Investment Advisory, LLC or Capital Analysts, LLC, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.comShepherd Financial, LLC and Shepherd Financial Investment Advisory, LLC are independent of and not affiliated with Capital Analysts or Lincoln Investment.

Fiduciary Guidance Investment Selection and Monitoring Partipant Education Retirement Readiness Analysis Individual Wealth Management Employee Engagement Financial Wellness

Details about Shepherd Financial

Frequently Asked Questions about Cassaundra Couture Holton

Cassaundra Couture Holton currently works for Shepherd Financial.

Cassaundra Couture Holton's role at Shepherd Financial is Client Solutions Coordinator.

Cassaundra Couture Holton's email address is ***@shepherdfin.com. To view Cassaundra Couture Holton's full email address, please signup to ConnectPlex.

Cassaundra Couture Holton works in the Financial Services industry.

Cassaundra Couture Holton's colleagues at Shepherd Financial are Denny CFP®, David AIF, Julie Webb, Brad Wells, Joe Miller, Danielle CPFA, Tom Mayer and others.

Cassaundra Couture Holton's phone number is 317-846-5554