111 Congressional Blvd., Suite 100, Carmel, IN, 46032
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Learn about disclosures →George is a Senior Wealth Advisor at Shepherd Financial, LLC, focusing on retirement plan consulting and individual wealth management, dedicating nearly full-time hours to this role. He also works as an insurance agent for Shepherd Financial, LLC, and as an IAR for Shepherd Financial Investment Advisory, LLC, spending a few hours per week on each.