Experience

Shepherd Financial Partners

• United States
• Financial Services
• 1 - 100 Employee

• Financial Paraplanner

  • Jun 2009 - Present

  Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment. We build our client relationships on the basis of mutual trust and communication. We strive to deliver exceptional service, standing by our clients as their needs and aspirations grow and change and we always go the extra mile to exceed our clients’ expectations. We conduct our business in a highly ethical manner and always put our clients’ needs first. The financial consultants at Shepherd Financial Partners are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor, and separate entity from LPL Financial. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • For a list of states in which the financial consultants affiliated with Shepherd Financial Partners are registered to do business, please visit www.shepherdfinancialpartners.com . Show less