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
Client Relationship Consultant - Retirement Plans
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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