Scott Shepherd and Jesse Shepherd partner with The AmeriFlex Group®
Fort Wayne, IN based $110 million team is latest to join the fast-growing Hybrid-RIA
Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded their network of Transitional Wealth Planners. Scott and Jesse have extensive experience as trusted advisors and created the Shepherd Legacy Financial brand as a part of their transition to independence.
Scott says, “My son, Jesse, and I are excited to partner with Tom Goodson and The AmeriFlex team. We have similar beliefs and always strive to put our clients first. Life is truly about people helping people, and together, we can achieve even greater success.”
Tom Goodson, President & CEO of The AmeriFlex Group® commented, “We are thrilled to embark on this partnership with Scott and Jesse. By welcoming Shepherd Legacy Financial, we have enriched our family of legacy firms, creating a source of pride for many years ahead. We look forward to serving as a valuable resource as they transition to the hybrid and independent space.”
TAG is recognized as a home for hybrid BD/RIA Transitional Wealth Planners™ (financial advisors). The RIA is owned-and-operated by its advisor members & partners.
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If you would like more information, please contact Jesse Kurrasch at (702) 987-9732 or by email at jesse@theameriflexgroup.com or visit us at www.theameriflexgroup.com.
