Our Team

David Shepherd

David Shepherd

CEO | Owner

Carmel

Jeff Kweder

Jeff Kweder

Partner | President

Carmel

Quinn Shepherd

Quinn Shepherd

Managing General Partner

Carmel

Doug Annakin

Doug Annakin

Partner | President - Evansville

Evansville

Patrick Del Medico

Patrick Del Medico

Partner | COO of API

Sarasota

Steve Gregory

Steve Gregory

Partner | VP of Health & Wellness

Carmel

Pete Harrington

Pete Harrington

Partner | COO | VP of Sales

Carmel

Fred McClaine

Fred McClaine

Partner | Senior Consultant

Carmel

Tom Niccum

Tom Niccum

Partner | Program Business Director

Carmel

Briggs Orsbon

Briggs Orsbon

Partner | Director of Commercial Lines

Carmel

Al Purmort, Jr.

Al Purmort, Jr.

Partner | President of API

Sarasota

Kelly Shepherd Purmort

Kelly Shepherd Purmort

Partner

Carmel

Steve Sweitzer

Steve Sweitzer

Partner | CFO

Carmel

Jessica Bailey

Jessica Bailey

Sales Executive

Vernon

David Bauer

David Bauer

Director - Investment Management

Carmel

Mike Becher

Mike Becher

Sr. Sales Executive

Dale

Ryan Becher

Ryan Becher

Sales Executive

Dale

Jim Benge

Jim Benge

Employee Benefits Consultant

Indianapolis

Edie Blessinger

Edie Blessinger

Account Manager

Carmel

Becky Bolander

Becky Bolander

Sales Executive

Greenfield

Bill Bolander

Bill Bolander

Senior Sales Executive

Greenfield

Linda Bottoms

Linda Bottoms

Sr. Account Manager

Carmel

Valerie Boyland

Valerie Boyland

Account Manager

Indianapolis

Susie Brancheau

Susie Brancheau

Benefits Services Manager

Carmel

Stephanie Bronson

Stephanie Bronson

Account Manager

Sarasota

Susan Brookie

Susan Brookie

Accounting Assistant

Carmel

Deborah Brooks

Deborah Brooks

Sales Executive

Greenfield

Ken Brooks

Ken Brooks

Senior Sales Executive

Greenfield

Ernie Brothers

Ernie Brothers

Senior Sales Executive

Evansville

Lori Brown

Lori Brown

Operations Director | Sr. Sales Exec.

Vernon

Barbara Bryant

Barbara Bryant

HR Director

Carmel

Dawn Bryant-Smith

Dawn Bryant-Smith

Sr. Account Manager

Carmel

Jason Bukowski

Jason Bukowski

Sales Executive

Seymour

Laurie Burger

Laurie Burger

Account Coordinator

Carmel

Jim Burke

Jim Burke

Senior Sales Executive

Carmel

Blaine Buschmann

Blaine Buschmann

Transportation Account Mgr

Carmel

Debi Butler

Debi Butler

Sales Executive

Indianapolis

Laverne Carr

Laverne Carr

Senior Account Manager

Seymour

Ashley Chamberlain

Ashley Chamberlain

Account Coordinator

Carmel

Ray Chappell

Ray Chappell

Senior Sales Executive

Indianapolis

Dalton Chester

Dalton Chester

Insurance Consultant (Independent)

Carmel

Matthew Chester

Matthew Chester

Insurance Consultant (Independent)

Carmel

Penny Chrisman

Penny Chrisman

Sr. Account Manager

Carmel

Josh Clark

Josh Clark

Personal Lines Coordinator

Indianapolis

Susan Cline

Susan Cline

Senior Sales Executive

Evansville

Ben Coe

Ben Coe

Sales Executive

Carmel

Robin Cornelius

Robin Cornelius

Senior Account Manager

Carmel

Heather Cox

Heather Cox

Account Manager

Carmel

Scott Crabdree

Scott Crabdree

President | Crabdree Insurance

Scottsdale

Tina Crabdree

Tina Crabdree

Personal Lines Manager

Scottsdale

Karen Crabtree

Karen Crabtree

Agent

Payson

Paula Crandall

Paula Crandall

Sales Executive

Carmel

Rebekah Croel

Rebekah Croel

Account Manager

Greenfield

Kristi Cummins

Kristi Cummins

Senior Account Manager

Indianapolis

Sandy Curran

Sandy Curran

Executive Assistant

Carmel

Loretta Davis

Loretta Davis

Commission Accounting Processor

Carmel

Jill Ross Dear

Jill Ross Dear

Account Manager

Evansville

DeAnn Deck

DeAnn Deck

Account Manager

Carmel

Andrew C. Denny

Andrew C. Denny

Partner | Shepherd Financial

Columbus

Keith DeTrude

Keith DeTrude

Employee Benefits Consultant

Carmel

Annette Dietsch

Annette Dietsch

Account Manager

Indianapolis

Tiffany Dillon

Tiffany Dillon

Account Coordinator

Evansville

Valerie DiMaio

Valerie DiMaio

Client Service Coordinator

Carmel

Ron D'Onofrio

Ron D'Onofrio

Partner | Shepherd Financial

Carmel

Becky Dowden

Becky Dowden

Accounting & Claims

Kokomo

Jane Dugan

Jane Dugan

Account Manager

Evansville

Rex Early

Rex Early

Carmel

Claudia Edman

Claudia Edman

Account Manager

Greenfield

Cheryl Edon

Cheryl Edon

Sr. Accounting Manager

Greenfield

Tyler Edon

Tyler Edon

Sales Executive

Greenfield

Kelly Ewart

Kelly Ewart

Account Manager

Carmel

Annie Fagan

Annie Fagan

Account Manager

Carmel

Deirdre Fisher

Deirdre Fisher

Sr. Sales Executive

Noblesville

Kylee Foster

Kylee Foster

Account Coordinator

Payson

Jim Fountain

Jim Fountain

Employee Benefits Consultant

Carmel

Kevin Foust

Kevin Foust

Agent/Risk Manager

Sarasota

Susan Foust

Susan Foust

Account Coordinator

Carmel

Brooke Fox

Brooke Fox

Account Manager

Indianapolis

Hallie Francis

Hallie Francis

Receptionist

Evansville

Russ Freed

Russ Freed

Risk & Quality Assurance Mgr

Carmel

Margi Furey

Margi Furey

Dir. Specialty Program Biz

Sarasota

Sandra Gibbs

Sandra Gibbs

New Business Administrator

Carmel

Judi Gilliland

Judi Gilliland

Director of Claims

Carmel

Abbey Glover

Abbey Glover

Account Manager

Carmel

Steve Goodin

Steve Goodin

Employee Benefits Consultant

Carmel

Robbi Gwaltney

Robbi Gwaltney

Sales Executive

Indianapolis

Ethan Hall

Ethan Hall

Account Coordinator

Carmel

Gail Hampton

Gail Hampton

Administrative Assistant

Carmel

Beth Hancock

Beth Hancock

Account Coordinator

Evansville

Heather Harbottle

Heather Harbottle

Receptionist

Dale

Susan Harding

Susan Harding

Personal Lines CSR

Kokomo

Kelly Hazledine

Kelly Hazledine

Client Concierge

Sarasota

Amy Heady

Amy Heady

Indiv. Medical Specialist

Carmel

Jennifer Heath

Jennifer Heath

Account Manager

Carmel

Lisa Heldman

Lisa Heldman

Benefits Advocate | Certified Wellness Specialist

Carmel

Sandy Hentrup

Sandy Hentrup

Account Manager

Evansville

Mary Hess

Mary Hess

Account Coordinator

Dale

Bekki Hicks

Bekki Hicks

Account Coordinator

Carmel

Leah Hill

Leah Hill

Director - Retirement Plan Svcs

Carmel

Amanda Hillhouse

Amanda Hillhouse

Account Manager

Evansville

Becky Hiner

Becky Hiner

New Business Director

Carmel

Darlene Hinton

Darlene Hinton

Operations Director

Evansville

Alex Hollingsworth

Alex Hollingsworth

Account Coordinator

Evansville

DeWayne Hudson

DeWayne Hudson

Account Manager

Greenfield

Sue Hudson

Sue Hudson

Account Manager

Greenfield

Jamie Ianigro

Jamie Ianigro

New Business Coordinator

Carmel

Rosie Iemolo

Rosie Iemolo

Agent/Account Manager

Sarasota

Dirk James

Dirk James

Sr. Sales Executive

Columbus

Andrea Johnson

Andrea Johnson

Account Manager

Sarasota

Jeff Johnson

Jeff Johnson

Sr. Sales Executive

Carmel

Tom Johnson

Tom Johnson

Sr. Sales Executive

Carmel

Becky Kasper

Becky Kasper

Account Manager

Evansville

Angelia Keith

Angelia Keith

Account Coordinator

Carmel

Jenny Kellum

Jenny Kellum

Commercial, Life & Health CSR

Kokomo

Jennifer Kimbler

Jennifer Kimbler

Account Manager

Columbus

Jon Knies

Jon Knies

Accounting Assistant

Carmel

Nita Knies

Nita Knies

Commercial Services Manager

Carmel

Lisa Kopp

Lisa Kopp

Account Manager

Louisville

Susan Kupfer

Susan Kupfer

Account Manager

Carmel

Sidney Laikin

Sidney Laikin

Sr. Sales Exec. (Independent)

Indianapolis

Hope Lamb

Hope Lamb

Account Manager

Seymour

Dena Shepherd London

Dena Shepherd London

Sr. Sales Executive

Indianapolis

John Long

John Long

Sales Executive

Carmel

Lindsay Mann

Lindsay Mann

Administrative Assistant

Carmel

Laurie Marks

Laurie Marks

Sales Executive

Carmel

Carrie Martin

Carrie Martin

Account Manager

Carmel

Tom Mayer

Tom Mayer

Partner | Shepherd Financial

Carmel

Chris Maynard

Chris Maynard

Employee Benefits Specialist

Evansville

Kimber McCarson

Kimber McCarson

Account Manager

Carmel

Paul McManus

Paul McManus

Sr. Sales Executive

Greenfield

Lyndsey McKnight

Lyndsey McKnight

Account Manager

Indianapolis

Brad McNulty

Brad McNulty

Sr. Sales Executive

Carmel

Karen McReynolds

Karen McReynolds

Account Manager

Indianapolis

David Metzinger

David Metzinger

Sr. Sales Executive

Carmel

Tracy Mills

Tracy Mills

Sr. Account Manager

Evansville

David Moore

David Moore

Sr. Sales Executive

Seymour

Laurie Moore

Laurie Moore

Account Coordinator

Indianapolis

Susan Morgan

Susan Morgan

Director of Personal Lines

Indianapolis

Sue Morlock

Sue Morlock

Sr. Account Coordinator

Carmel

Brad Morrow

Brad Morrow

Sales Executive

Louisville

Beverly Morton

Beverly Morton

Commission Acctg. Processor

Carmel

Bob Mott

Bob Mott

Sr. Account Mgr - Motorsports

Carmel

Betty Munden

Betty Munden

Account Manager

Indianapolis

Lori Munroe

Lori Munroe

Director, Healthcare Liability

Carmel

Joahnna Neer

Joahnna Neer

Agent/Account Manager

Sarasota

Taylor Nikirk

Taylor Nikirk

Account Manager

Carmel

Lisa O'Connor

Lisa O'Connor

Comptroller

Sarasota

Skip Oliver

Skip Oliver

Sales Executive

Evansville

Brent Osswald

Brent Osswald

Sr. Sales Executive

Carmel

Ross Page

Ross Page

Insurance Advisor

Indianapolis

Brenda Parker

Brenda Parker

Sales Executive

Indianapolis

Clark Pence

Clark Pence

Sales Executive

Greenfield

Gary Pence

Gary Pence

Operations Director | Sr. Sales Exec.

Greenfield

Michelle Phillips

Michelle Phillips

Account Coordinator

Carmel

Debbie Plough

Debbie Plough

Personal Lines CSR

Kokomo

Deborah Plue

Deborah Plue

Sales Executive

Lafayette

Josh Plue

Josh Plue

Sales Executive

Lafayette

John-Michael T. Polley

John-Michael T. Polley

Director, Media & PR

Carmel

Melissa Powers

Melissa Powers

Account Coordinator

Payson

Brad Priday

Brad Priday

Sr. Sales Executive

Kokomo

Ron Pund

Ron Pund

Sales Executive

Dale

Ginger Ramsey

Ginger Ramsey

Agent/Account Manager

Sarasota

Linda Rhea

Linda Rhea

Senior Claims Specialist

Carmel

Mariann Ricketts

Mariann Ricketts

Account Manager

Greenfield

Manny Rodriguez

Manny Rodriguez

Account Manager

Noblesville

Derek Rogers

Derek Rogers

Sales Executive

Greenfield

Susie Rohr

Susie Rohr

Account Coordinator

Seymour

Shannon Russell

Shannon Russell

Senior Consultant

Carmel

Ryan Samuelson

Ryan Samuelson

Sr. Sales Executive

Indianapolis

Paul Schafer

Paul Schafer

Exec. Director, Indianapolis Division

Carmel

Alan Schulte

Alan Schulte

New Business Coordinator

Carmel

John Seebold

John Seebold

Sales Executive

Louisville

Paige Sexton

Paige Sexton

Sr. Account Manager

Carmel

Danielle Shamblin

Danielle Shamblin

Agent/Account Manager

Sarasota

Trish Shamo

Trish Shamo

Sr. Sales Executive

Evansville

Jeff Sharp

Jeff Sharp

Financial Consultant

Carmel

Kim Sharpe

Kim Sharpe

Life Insurance Case Manager

Carmel

Steve Shepherd

Steve Shepherd

Sales Executive

Carmel

Janet  Simpson

Janet Simpson

Account Coordinator

Dale

Jeremy Sims

Jeremy Sims

Sr. Sales Executive

Carmel

Angela Smith

Angela Smith

VP Commercial Lines

Sarasota

Joanne Smith

Joanne Smith

Agent/Account Manager

Sarasota

Lisa Smith

Lisa Smith

Transportation Acct. Exec.

Carmel

Matt Smith

Matt Smith

Account Manager

Carmel

Steven Smith

Steven Smith

Director of Transportation

Carmel

Jeri Sporleder

Jeri Sporleder

Sales Executive

Vernon

Lori Stevens

Lori Stevens

Account Coordinator

Evansville

Cindy Stock

Cindy Stock

Office Manager

Sarasota

Jean Stombaugh

Jean Stombaugh

Accounting Assistant

Carmel

Nicole Strack

Nicole Strack

Administrative Assistant

Carmel

Elissa M.  Stuckey

Elissa M. Stuckey

Account Manager

Evansville

Judy Suellentrop

Judy Suellentrop

Account Manager

Carmel

Michael Sweitzer

Michael Sweitzer

Sales Executive

Noblesville

Anna Catherine Teder

Anna Catherine Teder

Sales Executive

Carmel

Sam Tenbarge

Sam Tenbarge

Sales Executive

Evansville

Emily Tevebaugh

Emily Tevebaugh

Account Manager

Greenfield

Kerry Thayer

Kerry Thayer

Agent/Account Manager

Sarasota

Mike Treacy

Mike Treacy

Account Manager

Indianapolis

Josh Tucker

Josh Tucker

Operations Director | Sr. Sales Exec.

Louisville

Mark Underwood

Mark Underwood

Sales Exec (independent)

Kokomo

Michele Vandegriff

Michele Vandegriff

Sales Executive

Carmel

Charleen Vierhile

Charleen Vierhile

Account Manager

Carmel

Andy Warren

Andy Warren

Sr. Sales Executive

Carmel

Monica Warren

Monica Warren

Sales Executive

Evansville

Eric Watson

Eric Watson

Small Business Acct Mgr

Noblesville

Pam Weber

Pam Weber

Controller

Carmel

Dean Webster

Dean Webster

Sr. Sales Executive

Evansville

Kara Wehmiller

Kara Wehmiller

Account Manager

Seymour

Lea Ann White

Lea Ann White

Sr. Account Manager

Seymour

Matt Wieneke

Matt Wieneke

Sr. Sales Executive

Seymour

Christine Wiggins

Christine Wiggins

Director of Marketing

Carmel

CJ Williams

CJ Williams

Account Manager

Columbus

Holly Willman

Holly Willman

Dir. of Creative & Strategic Op. - Shepherd Financial

Carmel

Tracy Wilson

Tracy Wilson

Sales and Service Data Analyst

Indianapolis

Michelle Winters

Michelle Winters

Sales Executive

Carmel

Cheryl Wiskirchen

Cheryl Wiskirchen

Revenue Recognition Manager

Carmel

Vicki Wolf

Vicki Wolf

Account Manager

Evansville

Nick Wylam

Nick Wylam

Retirement Solutions Consultant

Carmel

Steve Wylam

Steve Wylam

Partner | Shepherd Financial

Carmel

Sharon Zschiedrich

Sharon Zschiedrich

Senior Account Manager

Seymour

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