Chris Andrews Joins Shepherd Wealth as Chief Operating Officer and Principal
Shepherd Wealth, an advanced planning firm serving high-net-worth individuals and small business owners, has appointed Chris Andrews as its new Chief Operating Officer (COO) and Principal. With over a decade of experience in financial services, including roles at national wealth management firms, Andrews brings expertise in scaling businesses and building operational structures to support growth. Andrews will play a key role in aligning Shepherd Wealth's departments with the firm’s strategic vision as it continues expanding its client base. The appointment comes during a period of significant momentum for the company, which was recently named MassMutual Team of the Year for two consecutive years due to strong performance and teamwork. Shepherd Wealth focuses on tax-efficient planning strategies tailored to high-net-worth clients and business owners. Andrews cited the firm's advanced approach to solving complex financial issues as a key reason for joining its leadership team.
Topics: Leadership Change Wealth Management