Shepherd Financial, LLC Employee Directory

Financial ServicesIndiana, United States51-200 Employees

At Shepherd Financial, we partner with organizations and families to deliver purposeful financial guidance that brings clarity and lasting peace of mind.
 
Better financial decisions start with a clear understanding of what matters most to you. We build strategies around your priorities, and the realities you’re navigating.
 
For employers, we sit alongside you to design and support retirement plans in a way that lightens the load for your team and prepares your employees for what’s ahead. For individuals and families, we help connect financial decisions to real life, so your plan reflects not just what you want to build, but how you want to live.
 
Across everything we do, it’s our people who make the difference, bringing care and intention to every relationship. Meet the team behind Shepherd.
 
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.com Shepherd Financial, LLC and Shepherd Financial Investment Advisory, LLC are independent of and not affiliated with Capital Analysts or Lincoln Investment.

Find Shepherd Financial, LLC employees' phone numbers or email addresses

Shepherd Financial, LLC Global Highlights

Location
Employees

North America
69

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  • United States Of America
    69

Shepherd Financial, LLC's Leadership

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    M. R.
    Executive Partner | President - Wealth Management
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    D. D.
    Retirement Plan Business Leader And Partner
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    L. H.
    Director - Retirement Plan Services
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    B. D.
    Retirement Plan Consultant
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    L. B.
    Retirement Plan Advisor
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    M. T.
    Retirement Plan Advisor
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    C. C.
    Client Relationship Consultant
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    C. C.
    Financial Solutions Consultant
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Shepherd Financial, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Support
  • Finance
  • Accounting
  • Other
  • Administrative

Contact profiles from Shepherd Financial, LLC

Name
Title
Contact Info
Location
Last Update
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    M. R.
    Executive Partner | President - Wealth Management
    Phone icon
    United StatesMississippi
    Apr 21, 2026
  • Stylized image of a person
    D. D.
    Retirement Plan Business Leader And Partner
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    L. H.
    Director - Retirement Plan Services
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    Oct 17, 2024
  • Stylized image of a person
    B. D.
    Retirement Plan Consultant
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    United StatesFlorida
    Jan 07, 2026
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    L. B.
    Retirement Plan Advisor
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    United StatesKentucky
    Mar 25, 2026
  • Stylized image of a person
    M. T.
    Retirement Plan Advisor
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    United StatesPennsylvania
    Apr 14, 2026
  • Stylized image of a person
    C. C.
    Client Relationship Consultant
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    United States
    Apr 17, 2026
  • Stylized image of a person
    C. C.
    Financial Solutions Consultant
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    United States
    Jul 08, 2025
  • Stylized image of a person
    N. P.
    Client Relationship Consultant
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    Jan 12, 2026
  • Stylized image of a person
    H. W.
    Business Support Specialist
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    United States
    Apr 17, 2026

Frequently Asked Questions

What is Shepherd Financial, LLC known for?

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Shepherd Financial, LLC was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 111 Congressional Boulevard Suite 100 Carmel, Indiana 46032 United States. Explore Shepherd Financial, LLC's company overview page for more information.

What is Shepherd Financial, LLC's most common email format?

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Shepherd Financial, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Shepherd Financial, LLC email formats with LeadIQ.

How many employees does Shepherd Financial, LLC have currently?

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Shepherd Financial, LLC has approximately 53 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Shepherd Financial, LLC's key employees and leadership?

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As of April 2026, Shepherd Financial, LLC's key employees include:

  • Executive Partner | President - Wealth Management: M. R.
  • Retirement Plan Business Leader And Partner: D. D.
  • Director - Retirement Plan Services: L. H.
  • Retirement Plan Consultant: B. D.
  • Retirement Plan Advisor: L. B.

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