Brittany Vollmar

Client Relationship Consultant - Retirement Plans at Shepherd Financial, LLC

Role
Client Relationship Consultant - Retirement Plans at Shepherd Financial, LLC
Location
Carmel, IN, US
LinkedIn followers
500 followers

About Brittany Vollmar

Shepherd Financial believes in making a difference in employees’ lives by helping guide them on a path toward a successful retirement.Through our advisors, 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.Our advisors help instill confidence in retirement plan trustees, corporate staff, and 401(k) participants by partnering with them through each step of our specially developed analyses and processes.

Experience

  1. Client Relationship Consultant - Retirement Plans

    Shepherd Financial, LLC

    Jul 2017 — Present · Carmel, IN, US

    Associate of Lincoln Investment, Broker Dealer, Member FINRA/SIPC. Shepherd Financial, LLC and the above firm are independent and non-affiliated.

Education

  • Butler University - Lacy School of Business

    Bachelor of Science, Marketing, French

    2002 — 2006

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