111 Congressional Blvd., Suite 100, Carmel, IN, 46032
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Erin is a Senior Wealth Advisor at Shepherd Financial, LLC, focusing on retirement plan consulting and individual wealth management, dedicating nearly full-time hours to this role. Erin also works as an Investment Advisor Representative and an Insurance Agent for Shepherd Financial, LLC, spending a few hours per week on each of these activities.