Steve Wylam

Steve Wylam Work

Co-Founder, Chief Operating Officer

@ Shepherd Financial, LLC

4

Co-Founder

@ 401K TEAM @ CAMI, LLC

C

Partner

@ Capital Analysts Of Midwest

Steve Wylam Education

2015 - 2015 National Association of Plan Advisors
2007 - 2007 AIF® in Accreditated Investment Fiduciary

University of Pittsburgh - Joseph M. Katz Graduate School of Business
1993 - 1993 CFP® in Certified Financial Planning

College for Financial Planning
1983 - 1987 BS in Financial Counseling and Planning

Purdue University

Steve Wylam Skills

Fiduciary ServicesRetirement PlanningCustomer RetentionIRAsInvestments401kRetirement Plan ConsultingInvestment AdvisoryAsset AllocationStrategic PlanningSuccessful Participant OutcomesFinancial ServicesStrategyWealth ManagementMutual FundsFiduciary ManagementStrategic Financial PlanningQualified Retirement PlansEntrepreneurshipWealth AccumulationRetirement ReadinessAsset ManagementCustomer ServiceBusiness StrategyERISARetirementEmployee BenefitsInvestment Management401k Retirement Savings Plans401 Retirement Savings Plans

Steve Wylam Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

Unlock Steve's contact information

Start with a $2.99 7-day trial — verified email & phone in seconds.

Frequently Asked Questions about Steve Wylam

What is Steve Wylam's email address?

We have information regarding potential email addresses for Steve Wylam. Please check the contact information section on this page to learn more and access full details.

What is Steve Wylam's phone number?

Information regarding Steve Wylam's phone number may be available. Please refer to the contact information section on this page for details.

How to contact Steve Wylam?

You can try to contact Steve Wylam via email or phone. Check the dedicated contact information section on this page for available details.

What company does Steve Wylam work for?

Steve Wylam currently works at Shepherd Financial, LLC.

What industry does Steve Wylam work in?

Steve Wylam's primary industry can often be inferred from their work experience and skills listed on this profile.

Where is Steve Wylam located?

Steve Wylam is based in or around Indianapolis, IN, US.

Browse related