Alex Sylvester of Shepherd Financial Named to 2021 Top Retirement Advisors Under 40 List

INDIANAPOLIS, Jan. 5, 2021 /PRNewswire/ -- Shepherd Financial is pleased to announce Alex Sylvester, CPFA®, AIF®, has been named to the NAPA 2021 Top Retirement Plan Advisors Under 40 list. Drawn from a pool of nearly 700 nominations, these 'Aces' are widely seen as the future leaders of the retirement plan advisor industry.

Alex has advised retirement plans since 2012 and joined Shepherd Financial as a partner in 2019. Based in Carmel, Indiana, Shepherd Financial is an independent firm utilizing a thorough and highly efficient team approach to retirement plan consulting and wealth management. Our mission is helping people and companies thrive through empowered financial solutions. To connect with a team member, call 844.975.4015 or email [email protected].

Established in 2014, the NAPA Top Retirement Plan Advisors Under 40 list is based on applications received from nominees designated by the National Association of Plan Advisors (NAPA) Broker-Dealer/RIA Firm Partners. Applications are vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review.

SOURCE Shepherd Financial

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