B2DB — Who said what, where, and when

Leah Sylvester

Executive Partner, President - Retirement Plans, Shepherd Financial

Leah Sylvester is listed as Executive Partner, President - Retirement Plans, Shepherd Financial. Leah spoke at PLANADVISER 360 2026 in November 2026 (panellist, “The Odd Couple”). Speaks mainly at Financial Services events.

Compiled from published conference agendas; not yet confirmed by Leah. Is this you? Claim this profile.

About

Leah is an Executive Partner and the President of Retirement Plans for Shepherd Financial. Prior to joining Shepherd Financial in 2015, Leah worked as a retirement plan designer and plan consultant. She has a Bachelor of Science in Mathematics from the University of Notre Dame. Leah is a Qualified 401(k) Administrator; Qualified Pension Administrator; and Certified Pension Consultant.

Sessions at 1 conference

PLANADVISER 360 2026 9 November 2026 – 11 November 2026

Spoke alongside

People who have shared a session with Leah at events on B2DB.