Joe Miller

Client Relationship Consultant at Shepherd Financial - Carmel, IN, US

Joe Miller's Colleagues at Shepherd Financial
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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Cassaundra Holton

Client Solutions Coordinator

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Drew Cfp

Retirement Plan Business Leader & Partner

Contact Drew Cfp

Nick Wylam

Director - Innovation & Client Experience

Contact Nick Wylam

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Joe Miller'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
Joe Miller'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 Joe Miller
Joe Miller currently works for Shepherd Financial, LLC.
Joe Miller's role at Shepherd Financial, LLC is Client Relationship Consultant.
Joe Miller's email address is ***@shepherdfin.com. To view Joe Miller's full email address, please signup to ConnectPlex.
Joe Miller works in the Financial Services industry.
Joe Miller's colleagues at Shepherd Financial are Danielle CPFA, Tom Mayer, Shawny Adams, Leah Sylvester, Cassaundra Holton, Drew Cfp, Nick Wylam and others.
Joe Miller's phone number is 317-846-5554
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