#USA #Wealth Management #Armonk #Shepherd Wealth #Chris Andrews

Chris Andrews Takes the Helm as COO of Shepherd Wealth

In a strategic move to enhance its operations and foster growth, Shepherd Wealth has appointed Chris Andrews as its new Chief Operating Officer (COO) and Principal. This advanced planning firm specializes in serving small businesses and high to ultra-high net worth individuals and families. Andrews’s considerable experience in the financial services industry, coupled with his leadership qualities, positions him as an instrumental asset to Shepherd Wealth.

With 13 years of experience in financial services and a history of driving growth across various wealth management firms, Andrews joins Shepherd Wealth after serving as Senior Vice President and Firm Director of Business Development and National Partnerships. His track record includes scaling numerous privately branded wealth management businesses across the United States, establishing him as a top director in a national enterprise consistently over the years. Additionally, he holds the Certified Exit Planning Advisor (CEPA) designation, which emphasizes his expertise in strategic financial planning.

In his new role, Andrews aims to connect Shepherd Wealth’s vision with the operational frameworks necessary for sustained growth. His focus will be on ensuring that all departments within the firm operate cohesively towards shared objectives. Joe Gaglio, CEO of Shepherd Wealth, expressed optimism regarding Andrews’s appointment, stating, "Chris brings a combination of experience, perspective, and values that aligns extremely well with where we're headed. He understands how to build structures that facilitate growth while upholding exceptional service levels."

Andrews’s decision to join Shepherd Wealth was influenced by the firm’s distinct approach and its commitment to making a tangible impact on its clientele. He remarked, "Having worked with various wealth management properties throughout my career, I was genuinely impressed with Shepherd Wealth’s focus on advanced planning, especially in addressing complex tax issues. The family-oriented culture of the firm resonates deeply with me, making this an exciting opportunity as I become part of something significant."

This appointment comes at a dynamic phase for Shepherd Wealth, which recently earned recognition as a MassMutual Team of the Year for the second consecutive year. This accolade underscores the firm's success and effective teamwork among MassMutual agencies nationwide, highlighting its client-centric business model and the achievements that contribute to its robust growth.

As Chris Andrews steps into his role, Shepherd Wealth is set to capitalize on its strong upward trajectory, enhancing service delivery while expanding its market presence. The firm is dedicated to providing comprehensive financial solutions, focusing on tax-efficient strategies to sustain wealth across generations. It primarily caters to self-employed professionals, high-net-worth individuals, and families.

With his extensive background in wealth management and proven leadership skills, Chris Andrews is poised to play a vital part in shepherding the firm towards an even brighter future, ensuring it maintains its core values while adapting to the evolving financial landscape. Under his operational guidance, Shepherd Wealth anticipates not only meeting but exceeding the expectations of its diverse clientele, further solidifying its reputation as a leading advanced planning firm in the industry.

In summary, Andrews's role signifies a deliberate strategy by Shepherd Wealth to bolster its operational efficiency and client service while adhering to the ethos that has made it a pillar in the financial planning domain. As this chapter unfolds, all eyes will be on Andrews and Shepherd Wealth to see how they redefine success in wealth management.