From Pulse 2.0 · Amit Chowdhry · · 40s
Shepherd Wealth Names Thomas Martin Director
Shepherd Wealth appoints Thomas Martin as Director of Defined Contribution to lead retirement planning for business owners.
In brief
Shepherd Wealth appoints Thomas Martin as Director of Defined Contribution to lead retirement planning for business owners. Shepherd Wealth appointed Thomas Martin as Director of Defined Contribution to support business owners and employees with retirement plans. Originally reported by Pulse 2.0.
Shepherd Wealth Appoints Thomas Martin
Shepherd Wealth appointed Thomas Martin as Director of Defined Contribution to lead the firm’s newly established Defined Contribution department.
Department Focuses on Retirement Planning
The department will support business owners and employees with corporate-sponsored retirement plans.
Martin's Experience and Role
Martin brings more than 30 years of financial services experience and will support Shepherd Wealth’s broader Advanced Planning approach.
The key point
Shepherd Wealth appointed Thomas Martin as Director of Defined Contribution to support business owners and employees with retirement plans.
