ARMONK, N.Y., Oct. 8, 2026 /PRNewswire/ — Shepherd Wealth, an advanced planning firm serving small business owners and high and ultra-high net worth individuals and families, announced that Thomas Martin has joined the firm as Director of Defined Contribution.
In his role, Martin will lead Shepherd Wealth’s Defined Contribution department, created to support business owners and their employees with their corporate-sponsored retirement plans. The department builds on Shepherd Wealth’s existing defined contribution practice and brings dedicated expertise to an important part of the firm’s work with business owners, connecting retirement planning with the tax and legacy considerations that come with owning a business.
With more than 30 years in financial services, he has held roles with John Hancock, Mutual of America, The Standard, and Empower (formerly Great-West). He marshaled advisors serving the business-owner market to help scale their 401(k) and retirement plan businesses and contribute to revenue growth. This background provides an extensive understanding of business challenges, which he now delivers to both advisors and business owners.
“I have known Tom for more than 15 years. We are honored to finally call him a member of Shepherd Wealth. His dedication and loyalty align closely with our values, and he understands the advisor community from the inside,” said Joe Gaglio, Founder, CEO, and Principal of Shepherd Wealth. “This department allows us to give defined contribution planning the attention it deserves, bringing another piece of the financial picture together for the business owners and high-net-worth individuals that we serve.”
Joining Shepherd Wealth felt like a natural next step. “I’ve long respected the team and the way they work with advisors and clients,” said Martin. “But what stood out to me was the way Shepherd shares its knowledge, takes a tax-centric approach to planning and provides a level of service that truly resonates with me. It was clear to me that the business has invested significantly in its growth, and I’m excited to be part of its next chapter.”
He looks forward to continuing those long-term relationships while introducing Shepherd Wealth’s Advanced Planning approach and sharing his knowledge and insights to help advisors better serve business owners and their employees with retirement, tax, and financial planning strategies.
About Shepherd Wealth: Shepherd Wealth is an advanced planning firm with a tax efficient focus across all areas of expertise, from life planning through intergenerational wealth. Backed by multi-generational experience in the financial services industry, Shepherd Wealth exclusively serves self-employed, high and ultra-high net worth individuals, families, and business owners, with a special focus on helping clients evaluate opportunities for tax-efficient wealth accumulation, income, and legacy planning.
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Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. www.SIPC.org. OSJ: 220 Gibraltar Road, Suite 350, Horsham, PA 19044. 215-441-8200. Shepherd Wealth is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202910-12146374
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SOURCE Shepherd Wealth
