Since joining Edward Jones more than a decade ago, I’ve had the honor of helping my friends and neighbors achieve their financial dreams. Whether they want to retire comfortably, send their children to college, offer their employees benefits packages or reach other financial milestones, I take great pride in helping my clients achieve their dreams.
I believe life is about helping others and partnering with my clients to develop strategies to achieve what matters most to them allows me to do that every day. It can be a long road to make your dream a reality; partnering with me as a financial advisor can help stay on track. Working towards your dreams is emotional, especially when there’s money involved, but by working together, I can help you keep an objective perspective and stick to the strategy.
Whether you’re approaching retirement, seeking to leave a legacy, or just need a little help, it’s my goal to build a lifelong partnership with you that gives you the confidence to help you live life on your terms. Call us today at (260) 489-4162 to learn how we can put you on the path to achieving your financial goals. Our Fort Wayne office serves clients throughout northeast Indiana and digitally partners with a number of out-of-state clients.
Our branch office administrator, Sandra Shuler’s, background as a paralegal makes her an excellent resource for our clients as she takes care of administrative matters that involve the movement of money, scheduling appointments and processing paperwork.
Outside of the office, I love spending time with my family – especially my grandkids. When I’m not cruising around on my Harley Davidson Street Glide, I’m probably cheering on the Colts, Pacers and Notre Dame football and basketball teams, or catching a concert when I can.
- Business Retirement Plans
- Insurance & Annuities
- New Investors
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
My Personal Interests
- Movies & Entertainment
Phone NumberScott E Shepherd at (260) 489-4162
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