Drew Denny
Retirement Plan Business Leader & Partner at Shepherd Financial, Llc
Based in Carmel, United States
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Seniority
Manager
Department
Other
Location
Carmel
Industry
Financial Services
Company size
52
Contact information
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d•••••••@shepherdfin.com
Phone
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Background
About Drew Denny
We believe in making a difference in employees’ lives by helping guide them on a path toward a successful retirement. We educate and motivate with informative and personalized tools to transform financial behavior while giving access to quality investments and keeping total plan costs as reasonable as possible, without sacrificing service. We help instill confidence in retirement plan trustees, corporate staff, and 401(k) participants by partnering with them through each step of our process. Specialties: Participant Education, Investment Selection and Monitoring, and Fiduciary Guidance 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. Shepherd Financial, LLC and Shepherd Financial Investment Advisory, LLC are independent of and not affiliated with Capital Analysts or Lincoln Investment.
Decision-makers
Other people at Shepherd Financial, Llc
- SWC-Team
Steve Wylam
Co-founder, Chief Operating Officer · General Business & Management
- KWStaff
Kylie Weber
Client Services Associate · Customer/Client Service
- MTStaff
Matthew Tendler
Retirement Plan Advisor · Finance & Accounting
- KAOther
Kim Astin
Senior Weath Advisor at Shepherd Financial, Llc · Other
- MRDirector
Michael Richardson
Partner Certified Financial Plannertm · Finance & Accounting
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