Shepherd Financial
Company

Shepherd Financial

Financial Services 220 Heritage Walk 5 employees
Employees
5
Contacts
2
Emails
2

Shepherd Financial Overview

Headquarters
220 Heritage Walk
Website
www.shepfin.com
Industry
Financial Services
Employees
5
Founded
2020
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Shepherd Financial

At Shepherd Financial, our goal is to guide our clients to live the life they most desire. This takes some time to discover as often culture and those around us influence what we think we want. Our process gets to the root of what's truly important to each family. We then anchor our guidance with that in mind. As life's ups and downs come, we always point back to this when partnering with our clients on decisions. Both big and small. If you're looking for a team to go deeper than just making simple investment recommendations, we'd love the opportunity to serve you.

Shepherd Financial Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Shepherd Financial Org Chart

Sample employees and titles
Name Title Contact
Lee Hyde Founder - Financial Planner at Shepherd
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Lee Hyde, Cfp® Founder - Financial Planner at Shepherd
Email
Johnny Masters Director of Account Management
Email
Dyan Guerin Vice President of Operations Finance
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Employees by Management Level

Executive 3 profiles
Director 1 profile

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