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Steve Wylam

Steve Wylam

Steve Wylam - Co-Founder, Chief Operating Officer at Shepherd Financial, LLC
India Shepherd Financial, LLC
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Steve Wylam Work

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

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What company does Steve Wylam work for?

Steve Wylam currently works at Shepherd Financial, LLC.

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Where is Steve Wylam located?

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

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