Co-Founder, Chief Operating Officer
Steve Wylam
Steve Wylam - Co-Founder, Chief Operating Officer at Shepherd Financial, LLC
Steve Wylam Work
Steve Wylam Education
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2015 - 2015 National Association of Plan Advisors
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2007 - 2007 AIF® in Accreditated Investment FiduciaryUniversity of Pittsburgh - Joseph M. Katz Graduate School of Business
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1993 - 1993 CFP® in Certified Financial PlanningCollege for Financial Planning
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1983 - 1987 BS in Financial Counseling and PlanningPurdue 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+● ●●● ●●● ●●●●
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What company does Steve Wylam work for?
Steve Wylam currently works at Shepherd Financial, LLC.
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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.
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