Cassaundra Holton

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

Cassaundra Holton's Colleagues at Shepherd Financial

Leah Sylvester

Director - Retirement Plan Services

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Julie Webb

Client Relationship Support Specialist

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Joe Miller

Client Relationship Consultant

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Cassaundra Couture Holton

Client Solutions Coordinator

Contact Cassaundra Couture Holton

Shawny Adams

client solutions coordinator

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Brad Wells

Client Relationship Consultant

Contact Brad Wells

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Cassaundra 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
New Albany,Indiana,United States

Company
Shepherd Financial

Cassaundra 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 Holton

Cassaundra Holton currently works for Shepherd Financial, LLC.

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

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

Cassaundra Holton works in the Financial Services industry.

Cassaundra Holton's colleagues at Shepherd Financial are Leah Sylvester, Julie Webb, Joe Miller, Cassaundra Couture Holton, Shawny Adams, Brad Wells and others.

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