David AIF

Director Investment Management at Shepherd Financial - Carmel, IN, US

David AIF's Colleagues at Shepherd Financial
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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Shawny Adams

client solutions coordinator

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Leah Sylvester

Director - Retirement Plan Services

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David AIF'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
Company
Shepherd Financial
David AIF's Company Details
Shepherd Financial logo, Shepherd Financial contact 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
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Frequently Asked Questions about David AIF
David AIF currently works for Shepherd Financial, LLC.
David AIF's role at Shepherd Financial, LLC is Director Investment Management.
David AIF's email address is ***@shepherdfin.com. To view David AIF's full email address, please signup to ConnectPlex.
David AIF works in the Financial Services industry.
David AIF's colleagues at Shepherd Financial are Julie Webb, Brad Wells, Joe Miller, Danielle CPFA, Tom Mayer, Shawny Adams, Leah Sylvester and others.
David AIF's phone number is 317-846-5554
See more information about David AIF