111 Congressional Blvd., Suite 100, Carmel, IN, 46032
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Learn about disclosures →Brian owns rental real estate, acts as an IAR for Shepherd Financial Investment Advisory LLC, and is an agent for Shepherd Financial, LLC - Insurance selling insurance products. He also works as a senior wealth advisor for Shepherd Financial, a stage hand/concert roadie, and a managing member of EQOD LLC, dedicating nearly full-time hours to his senior wealth advisor role.