Seth Shepherd (CFP®)
Seth Shepherd focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
Additional Information
Seth leads the application of financial planning strategies at Pillar and helps clients navigate tax, estate, insurance, cash-flow, and business planning.
Seth graduated from Indiana University’s Kelley School of Business. After college, he worked in Indianapolis for a broker-dealer, managing a large book of high-net-worth clients before founding Pillar Wealth with Kevin and Wyatt.
In his free time, Seth enjoys guitar, tennis, and spending time outdoors with his wife and two children. In the winter months, Seth trades the lake for the field and enjoys upland hunting in the Midwest with his dog.
NAPFA Start Date
May 09, 2024
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