Steve Wylam Email & Phone Number
Co-Founder, Chief Operating Officer @ Shepherd Financial, LLC
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Steve Wylam Location
- Indianapolis, IN, US
Steve Wylam Work
- 2015 -now Co-Founder, Chief Operating Officer @
- 2004 -2014 Co-Founder @ 401K TEAM @ CAMI, LLC
- 1988 -2014 Partner @
Steve Wylam Education
- Purdue University
BS (Financial Counseling and Planning)
1983-1987
Steve Wylam Skills
- Fiduciary Services
- Retirement Planning
- Customer Retention
- IRAs
- Investments
- 401k
- Retirement Plan Consulting
- Investment Advisory
- Asset Allocation
- Strategic Planning
- Successful Participant Outcomes
- Financial Services
- Strategy
- Wealth Management
- Mutual Funds
- Fiduciary Management
- Strategic Financial Planning
- Qualified Retirement Plans
- Entrepreneurship
- Wealth Accumulation
- Retirement Readiness
- Asset Management
- Customer Service
- Business Strategy
- ERISA
- Retirement
- Employee Benefits
- Investment Management
- 401k Retirement Savings Plans
- 401 Retirement Savings Plans
Steve Wylam Summary
- Steve Wylam, based in Indianapolis, IN, US, is currently a Co-Founder, Chief Operating Officer at Shepherd Financial, LLC. Steve Wylam brings experience from previous roles at 401K TEAM @ CAMI, LLC and Capital Analysts Of TheMidwest. Steve Wylam holds a 1983 - 1987 BS in Financial Counseling and Planning @ Purdue University. With a robust skill set that includes Fiduciary Services, Retirement Planning, Customer Retention, IRAs, Investments and more. Steve Wylam has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Steve Wylam?
Find contact details for 700 million professionals.
Others Named Steve Wylam
Steve Wylam
Co-Founder, Chief Operating Officer
Indianapolis, IN, US
Top Shepherd Financial, LLC Employees
Tom Mayer
Chief Executive Officer
Carmel, IN, US
Michael Richardson
Executive Partner | President - Wealth Management
New Albany, IN, US
George Lauck
Wealth Advisor
Indianapolis, IN, US
Dave Jacocks
Financial Mentor
Fishers, IN, US
David Bauer
Director Investment Management
Carmel, IN, US
Jeff Sharp
Partner | Senior Wealth Advisor
Carmel, IN, US
Thomas Gettelfinger
Wealth Advisor
Indianapolis, IN, US
Garrett Smith
Wealth Advisor
New Albany, IN, US
Jon Knies
Accounting and Compliance Manager
Georgetown, IN, US
Brea Dantin
Retirement Plan Advisor
North Port, FL, US
Nick Wylam
Director - Innovation and Client Experience
Carmel, IN, US
Leslie Ballantine
Retirement Plan Advisor
Louisville, KY, US
Alex Sylvester
President - Institutional Advising
Indianapolis, IN, US
James Goodnight
Senior Retirement Plan Consultant
Appleton, WI, US
Steve Wylam
Co-Founder, Chief Operating Officer
Indianapolis, IN, US
Dena Thompson
Director - Training and Talent
Indianapolis, IN, US
Alex Sylvester
Partner
Indianapolis, IN, US
Dane Young
Wealth Associate
New Albany, IN, US
Erin Goodrich
Director - Wealth Management
Carmel, IN, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co