Shepherd Financial Partners
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. Financial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Shepherd Financial Partners and LPL Financial are separate entities. 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. For a list of states in which the financial consultants affiliated with Shepherd Financial Partners are registered to do business, please visit 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.
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Verified contacts
21
available on Kipplo
LinkedIn employees
22
11 to 50 range
Open roles
—
no listings
Distinct roles
18
indexed titles
Tech stack
3
tools in use
Monthly traffic
400
organic / mo
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Decision-makers and verified team members
21 contacts with verified email or phone · masked until revealed.
- JL
James Lister
Wealth Advisor · Finance & Accounting
EmailPhone - JD
Jillian Donovan
Client Services Manager · Customer/Client Service
EmailPhone - RP
Rob Paone
Client Relationship Manager · Customer/Client Service
EmailPhone - AV
Ann Vaeth
Business Development Specialist · Sales & Business Development
EmailPhone - EH
Eliza Hill
Retirement Plan Services Associate · Finance & Accounting
EmailPhone - GB
Gigi Barnabei
Financial Paraplanner · Finance & Accounting
EmailPhone - NV
Nicole Vella
Executive Assistant · General Business & Management
EmailPhone - SL
Steven L. Kuhlman
Managing Director and Wealth Advisor · Finance & Accounting
EmailPhone - CC
Chris Cogliano
Portfolio Manager · Finance & Accounting
EmailPhone
Showing 9 of 21 verified contacts
Top roles at Shepherd Financial Partners
18 distinct titles indexed · top 10 shown.
- 2chief marketing officer
- 2financial paraplanner
- 2wealth advisor
- 1business development specialist
- 1ceo, founder
- 1charter oak capital management
- 1client relationship manager
- 1client services manager
- 1executive assistant
- 1ge healthcare
- +8more titles
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