Tom Mayer Location
- Carmel, IN, US
Tom Mayer Work
- 2024 - now Chief Executive Officer @
- 2015 - now Founding Partner @
- 2004 - 2014 Co-Founder @ 401K TEAM @ CAMI, LLC
Tom Mayer Education
- University of Pittsburgh 2007 - 2007
- PU
Bachelor Of Science (Counseling)
1998 - 2002
Tom Mayer Skills
- Retirement Plan Consulting
- Qualified Retirement Plans
- 401k
- Retirement Readiness
- Fiduciary Services
- Fiduciary Management
- Series 7
- Series 6
- Series 65
- ERISA
- Retirement Planning
- Strategy
- Business Strategy
- Management
- Sales
- Strategic Planning
- Leadership
Tom Mayer Summary
- Tom Mayer, based in Carmel, IN, US, is currently a Chief Executive Officer at Shepherd Financial, LLC. Tom Mayer brings experience from previous roles at Shepherd Financial, LLC and 401K TEAM @ CAMI, LLC. Tom Mayer holds a 2007 - 2007 University of Pittsburgh. With a robust skill set that includes Retirement Plan Consulting, Qualified Retirement Plans, 401k, Retirement Readiness, Fiduciary Services and more. Tom Mayer has 1 emails and 4 mobile phone numbers on RocketReach.
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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
David Bauer
Director Investment Management
Carmel, IN, US
Brea Dantin
Retirement Plan Consultant
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
Dena Thompson
Director - Training and Talent
Indianapolis, IN, US
Drew Denny
Founding Partner | Chief Growth Officer
Carmel, IN, US
Dane Young
Wealth Associate
New Albany, IN, US
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