Joel Shepherd, Financial Advisor located in Jeffersontown, KY

Financial Advisor
Joel Shepherd

MBA, CFP®
3841 Ruckriegel Pkwy Ste 102, Jeffersontown, KY 40299opens in a new window
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Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Aviation
  • Sports Enthusiast
  • Running

Team Members

  • Cinda Burris
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(502) 365-9835

Fax

(844) 832-0708

Office Address

3841 Ruckriegel Pkwy Ste 102
Jeffersontown, KY 40299opens in a new window

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