Steve Wylam
Helping people and companies thrive through empowered financial solutions
- Role
- Co-founder, Chief Operating Officer at Shepherd Financial, LLC
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Steve Wylam
At Shepherd Financial, we are committed to helping individuals, families, and businesses…
Experience
Co-founder, Chief Operating Officer
Jan 2015 — Present · Carmel, IN, US
Shepherd Financial provides independent, unbiased, and objective consulting advice to retirement plans and individuals. For retirement plans, our passion is creating retirement-ready and responsible plan fiduciaries by offering proactive leadership, advocacy, and extensive industry experience. For individuals, our wealth management process is easy to understand, always accessible, and can help organize your financial world in a whole new way.
Education
University of Pittsburgh Joseph M. Katz Graduate School of Business
AIF®, Accreditated Investment Fiduciary
2007 — 2007
College for Financial Planning
CFP®, Certified Financial Planning
1993 — 1993
Purdue University
BS, Financial Counseling and Planning
1983 — 1987
National Association of Plan Advisors
Certified Plan Fiduciary Advisor (CPFA)
2015 — 2015
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