New Albany, IN Office

Michael Richardson is a CFP®-designated financial advisor with Lincoln Investment in New Albany, IN, bringing 20 years of industry experience. He also serves as Executive Partner and President of Shepherd Financial, LLC, a wealth management firm, and holds board positions with Rock Creek Community Academy and Hanover College's Athletic Advisory Board. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm employs a mix of strategic and tactical investment approaches and offers both discretionary and non-discretionary programs, managing approximately $22.9 billion in advisory assets.

Garrett Smith is a financial advisor with Lincoln Investment, holding Series 63 and 65 licenses and 13 years of industry experience. He has worked with Shepherd Financial Investment Advisory LLC since 2018 and previously spent two years at Parkland Securities Company. Outside of his advisory work, Smith serves as treasurer and board member for multiple nonprofit organizations, including Building Better Tomorrows PAC and Youth Link Southern Indiana. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor-managed and firm-managed model portfolios, employing a mix of strategic and dynamic investment approaches.