Partner | Shepherd Financial
Tom Mayer (AIF®) serves as an independent consultant that adheres to a process driven model. He works with plan sponsors to provide customized solutions to their retirement plan design, employee education, fiduciary support, investment selection, and monitoring services. Tom acts as the point guard for retirement planning committees by providing personal attention that instills confidence in plan trustees and staff. Tom’s goal is to invest in the education of his clients’ employees to help them achieve successful retirement outcomes.
Before becoming a founding partner in Shepherd Financial, Tom spent 11 years with Capital Analysts of the Midwest providing independent, unbiased and objective advice to corporate retirement plans and select individual clients. In 2007, Tom received the designation of Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies in association with the Joseph M. Katz Graduate School of Business, University of Pittsburgh. Tom was recognized in 2014 and 2016 as of one of the nation’s Top 50 Plan Advisors Under 40 by the National Association of Plan Advisors (NAPA).
In the community, Tom enjoys volunteering at the local chapter of Make-A-Wish as a wish granter. He graduated from Purdue University with a Bachelor of Science degree in Financial Counseling and Planning. Tom resides with his wife, Erin, and their two daughters in Fishers, Indiana.
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