Joe Miller Email & Phone Number

Thank you for visiting my LinkedIn page.As a 401(k) service professional for the Shepherd Financial, LLC, I work closely with our plan sponsor clients and their retirement plan providers to deliver strategic solutions, including fiduciary guidance, investment due diligence, retirement plan design consulting, IRS/DOL/ERISA compliance and participant education. Together, our team of advisors is responsible for managing numerous local client relationships, which include 401(k), 403(b), ERISA 403(b) 457(b), 457(f), 457 Governmental, Defined Benefit, ESOP and Non-Qualified retirement plans.Shepherd Financial is an independent firm, utilizing a thorough and highly efficient team approach to retirement plan advising. Our team depth, training, and extensive experience enable us to produce customized, quality content for each client, plan sponsor, and participant.Our passion is creating financial wellness programs that enable retirement plan participants to prepare and retire on their terms. Our process provides consistent engagement, encouragement, and resources to help instill confidence and effectively transform financial behavior.While we are proud of the work we do, it is clearly fueled by the team we have built. We believe our team structure and environment set us apart in this industry. Each team member is invested in the well-being of others, offering support and assistance in any way possible. We genuinely care for one another, and that ultimately extends to every employer and employee we serve.

Listed skills include Relationship Management, Customer Service, Qualified Retirement Plans, Retirement Plan Consulting, and 14 others.

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  Indiana University Bloomington