Daniel Shepard

Daniel Shepard

Wealth Advisor

Daniel has always had a passion for helping individuals, families and businesses feel confident about their financial future. Daniel has helped over 200 families and businesses across Southern Indiana strive towards their goals. From his experience, his favorite problems to work toward solving include:

  • Income planning for retirees
  • Investment portfolio risk analysis
  • Creating generational wealth

Daniel graduated from Indiana-Purdue Fort Wayne and currently resides in Jeffersonville with his wife, Alisha. Daniel loves spending time with his family, coaching the men’s golf team for Floyd Central High School and helping the Southern Indiana Community in any way possible.

Daniel looks forward to adding value in your financial life!

Educational Background and Professional Designations

Holds Investment Securities Licenses Series 7, 65, 6, and 63 with LPL Financial.

Holds Life and Health Insurance License

Indiana Purdue Fort Wayne, Bachelor of Arts 2017