George Lauck

Wealth Advisor at Shepherd Financial, LLC

Role: Wealth Advisor at Shepherd Financial, LLC
Location: Indianapolis, IN, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About George Lauck

Shepherd Financial is an independent firm, utilizing a thorough and highly efficient team…

Experience

Wealth Advisor
Shepherd Financial, LLC
Mar 2020 — Present · Carmel, IN, US

Skills

Leadership
Healthcare
Workers Compensation
Strategic Financial Planning
Sales
Negotiation
Insurance
Employee Benefits
Financial Planning
Life Insurance
Team Building
Strategic Planning

Contact information

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Work email
•••••@shepherdfin.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Shepherd Financial, LLC

Financial Services · 56 employees · Founded 2015 · Carmel, Indiana, United States

At Shepherd Financial, we partner with organizations and families to deliver purposeful financial guidance that brings clarity and lasting peace of mind. Better financial decisions start with a clear understanding of what matters most to you. We build strategies around your priorities, and the realities you’re navigating. For employers, we sit alongside you to design and support retirement plans in a way that lightens the load for your team and prepares your employees for what’s ahead. For individuals and families, we help connect financial decisions to real life, so your plan reflects not just what you want to build, but how you want to live. Across everything we do, it’s our people who make the difference, bringing care and intention to every relationship. Meet the team behind Shepherd. 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. www.lincolninvestment.com Shepherd Financial, LLC and Shepherd Financial Investment Advisory, LLC are independent of and not affiliated with Capital Analysts or Lincoln Investment.

shepherdfin.com

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