Shepherd Financial, LLC

Congratulations to Brea Dantin on earning her Certified Plan Fiduciary Advisor (CPFA®) designation from National Association of Plan Advisors! This speaks to the hard work and care she puts into everything she does!

In observance of Memorial Day, our offices will close this Friday at 2:00 PM local time and reopen for regular business hours on Tuesday, May 26. As we head into the holiday weekend, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country. We wish you, your family, and those around you a safe, relaxing, and meaningful Memorial Day weekend.

Our team is growing! We're not just filling seats, we're looking for people who want to love what they do. At Shepherd, we believe finance should feel different. If you're driven and ready to do meaningful work alongside a team that has your back, we want to hear from you. We're actively hiring across multiple roles. Head to our job postings for the full list of current openings. Your next chapter could start here. https://lnkd.in/gX77jDvD

The SECURE 2.0 amendment deadline is December 31, 2026, but most providers want your decisions by Q3. Join us for our next webinar. An hour will now will save you weeks of scrambling later. Your December self will thank you! https://lnkd.in/eUqh34VC

We wrapped up our Spring Coffee and Continuing Ed event yesterday. It was a packed house and it did not disappoint! ADVISA joined us to explore how leaders can build cultures where employees genuinely want to stay. Then TIAA put the "I" for Income back in ERISA, walking us through longevity planning and lifetime income strategies. Big thanks to our speakers and everyone who joined us. We will be announcing our Fall date soon!  Shepherd Insurance

Shepherd Financial has been named to the 2026 Top Defined Contribution Advisor Multi-Office Firms list by the National Association of Plan Advisors (NAPA). This recognition reflects the strength of our Defined Contribution practice across our offices and the people behind it. Grateful for the trust. Proud of the team. Just getting started.

Beginning July 1, 2026, a new income-based repayment option, the Repayment Assistance Plan (RAP), is set to roll out. Here’s what to know: • Monthly payments could increase for some borrowers, as RAP is based on Adjusted Gross Income • Forgiveness is still available, typically after 30 years • Parent PLUS borrowers will have fewer repayment options If you take no action, you may be automatically moved into RAP, which could mean higher payments. Now is a good time to review your plan and make sure it still fits your situation. For a closer look at what’s changing, available options, and helpful resources, check out our blog -> https://lnkd.in/eSGEDEDB

We’re so proud to celebrate Leslie Ballantine, QKA®, AIF®, NQPA™, CPFA for being named one of Louisville Business First’s “20 People to Know in Financial Services for 2026.” Anyone who knows Leslie knows how deeply she cares about the people she serves. Her thoughtfulness and commitment to helping clients feel confident about their financial future make this recognition incredibly well deserved. Congratulations, Leslie — we’re lucky to have you on the Shepherd Financial team.

Leadership like this doesn’t happen by accident. Leah Sylvester was named #2 on AdvisorHub Women Advisors to Watch list, recognizing advisors who are scaling with intention, driving growth, and delivering at a high level for their clients. Well deserved, and a reflection of the team and culture behind her. What’s next, Leah Sylvester? Congratulations! https://lnkd.in/eV3jihpu The 2026 AdvisorHub Women to Watch award was announced April 2026. Data as of 12/31/2025 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue and team size. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This award is not indicative of this financial advisor’s future performance.

Proud to share that members of our team have been recognized as 2026 Top Retirement Plan Advisers by PLANADVISER. Just as importantly, we’re proud of how they show up for our clients and each other every day. Leah Sylvester Matthew Tendler, AIF® Alex Sylvester, AIF The adviser did not pay a fee to be considered. PLANADVISER selected honorees using its published methodology, which includes category-specific quantitative and/or qualitative criteria. Honorees may use a complimentary low-resolution logo; optional purchases of high-resolution logos or plaques do not influence the selection process. This third-party recognition is not indicative of future investment performance and does not constitute an endorsement. Additional information and methodology: https://lnkd.in/eQpFz5Mm