Partner | Financial Services
Andrew C. Denny, CFP®, C(k)P® manages the retirement plan division of Shepherd Financial. Drew was recently named to the Financial Times Top 401 Retirement Plan Advisors list (click to read press release). Prior to merging his business with Shepherd in 2010, Drew built 10 years of financial expertise by developing his retirement plan practice, where he provided fiduciary leadership to plan sponsors in designing, implementing and maintaining their retirement plans. His dedication to his clients and his passion for the industry has led him to recently be listed by Wealth Management Magazine as one of the top independent Next Generation Advisors in the country.
Drew is a 1997 graduate of Indiana University Kelley School of Business, and has held the Certified Financial Planner™ designation since 2008. He achieved his Certified 401k Professional C(k)P® designation in 2013 through The Retirement Advisor University, in collaboration with UCLA Anderson School of Management Executive Education.
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