QKA®, QPA, CPC
Executive Partner, President - Retirement Plans
Shepherd Financial
Leah Sylvester serves as Executive Partner and President of Retirement Plans at Shepherd Financial, where she leads the firm's institutional retirement plan practice with a focus on delivering comprehensive fiduciary solutions to plan sponsors. With extensive experience in the retirement plan industry, she specializes in plan design, investment oversight, and participant outcomes, helping organizations create retirement programs that serve their employees effectively. Shepherd Financial Partners is an independent, employee-owned advisory firm that provides holistic wealth management and institutional retirement plan services, partnering with clients to navigate complex financial decisions with objective guidance and tailored strategies.
317-975-5037
Carmel, IN
Client Plans: 400
Participants: 15,000
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