Shepherd Wealth Appoints Thomas Martin as Director of Defined Contribution
Shepherd Wealth, an advanced planning firm serving business owners and high-net-worth individuals, has appointed Thomas Martin as its new Director of Defined Contribution. With over three decades of experience in retirement plans and defined contribution solutions, Martin will lead the newly established department to support corporate-sponsored retirement plans for clients. Martin's career includes roles at John Hancock, Mutual of America, The Standard, and Empower (formerly Great-West), where he helped scale 401(k) businesses. Shepherd Wealth’s CEO Joe Gaglio praised Martin’s deep understanding of the advisor community and alignment with company values. Martin expressed enthusiasm for joining a firm that emphasizes tax-centric planning and client-focused service. The appointment reflects Shepherd Wealth's commitment to expanding its defined contribution services, integrating retirement strategies with broader financial and legacy considerations.
Topics: Business Ownership Financial Services Retirement Planning