Shepherd Financial Email Formats
Financial Services • 
Carmel, Indiana, United States • 21-50 Employees
Shepherd Financial Email Formats
Shepherd Financial uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@shepherdfin.com), used 75.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@shepherdfin.com | 75.5% |
{first name}{last name} | johndoe@shepherdfin.com | 20.4% |
{last name}{last name} | doedoe@shepherdfin.com | 4.1% |
Key Contacts at Shepherd Financial
Dena Thompson
Director - Training & Talent
Steve Wylam
Co-Founder, Chief Operating Officer
Nick Wylam
Director - Innovation & Client Experience
Tom Mayer
Chief Executive Officer
David Bauer
Director Investment Management
Sergio Rodriguez
Director- Retirement Plan Compliance
Company overview
| Headquarters | 111 Congressional Blvd, Suite 100, Carmel, IN 46032, US |
| Phone number | +13179755033 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Employee Engagement, Financial Wellness, Individual Wealth Management, Fiduciary Guidance, Investment Selection And Monitoring, Partipant Education, Retirement Readiness Analysis |
| Founded | 2015 |
| Employees | 21-50 |
| Socials |
About Shepherd Financial
At Shepherd Financial, our mission is to help people and companies thrive through empowered financial solutions. That mission starts with one simple truth: everyone’s financial journey is personal. That’s why we take the time to truly listen, so we can understand what matters most to the individuals, families, and businesses we serve. For companies, we partner with retirement plan committees and leadership teams to create thoughtful, cost-effective solutions that engage employees and support long-term retirement readiness. Our process is collaborative, educational, and always focused on making the complex feel more manageable. For individuals and families, Shepherd Financial builds personalized financial plans that reflect each client’s goals, values, and life circumstances. From saving for the future and managing investments to preparing for retirement, the team is committed to helping protect what clients have built and plan for what lies ahead. 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.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Shepherd Financial has 30 employees across 8 departments.
Departments
Number of employees
Funding Data
Shepherd Financial has never raised funding before.
Shepherd Financial Tech Stack
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