Denny CFP®

Retirement Plan Business Leader & Partner at Shepherd Financial - Carmel, IN, US

Denny CFP®'s Colleagues at Shepherd Financial
David AIF

Director Investment Management

Contact David AIF

Julie Webb

Client Relationship Support Specialist

Contact Julie Webb

Brad Wells

Client Relationship Consultant

Contact Brad Wells

Joe Miller

Client Relationship Consultant

Contact Joe Miller

Danielle CPFA

Client Relationship Consultant

Contact Danielle CPFA

Tom Mayer

Partner

Contact Tom Mayer

Shawny Adams

client solutions coordinator

Contact Shawny Adams

View All Denny CFP®'s Colleagues
Denny CFP®'s Contact Details
Email (Verified)
***@shepherdfin.com
Get Denny CFP®'s Email Address
Mobile Number
(XXX) XXX-XXXX
Get Denny CFP®'s Mobile Number
HQ
317-846-5554
Location
Carmel, Indiana, United States
Company
Shepherd Financial
Denny CFP®'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
Details about Shepherd Financial
Frequently Asked Questions about Denny CFP®
Denny CFP® currently works for Shepherd Financial.
Denny CFP®'s role at Shepherd Financial is Retirement Plan Business Leader & Partner.
Denny CFP®'s email address is ***@shepherdfin.com. To view Denny CFP®'s full email address, please signup to ConnectPlex.
Denny CFP® works in the Financial Services industry.
Denny CFP®'s colleagues at Shepherd Financial are David AIF, Julie Webb, Brad Wells, Joe Miller, Danielle CPFA, Tom Mayer, Shawny Adams and others.
Denny CFP®'s phone number is 317-846-5554
See more information about Denny CFP®