Chris Andrews Joins Shepherd Wealth as Chief Operating Officer and Principal

ARMONK, N.Y., Sept. 22, 2026 /PRNewswire/ -- Shepherd Wealth, an advanced planning firm serving small business owners and high and ultra-high net worth individuals and families, today announced that Chris Andrews has joined the firm as Chief Operating Officer and Principal.

Andrews brings 13 years of financial services experience to Shepherd Wealth, most recently serving as Senior Vice President and Firm Director of Business Development and National Partnerships. Throughout his career, he has helped scale more than a dozen privately branded wealth management businesses across the country and served as a top firm director within a national enterprise for multiple consecutive years. He holds the Certified Exit Planning Advisor (CEPA) designation.

In his role as COO, Andrews will work across Shepherd Wealth to connect the firm's vision with the operational structure needed to support its continued growth, helping ensure all departments are aligned and working toward the same goals.

"Chris brings a combination of experience, perspective and values that aligns extremely well with where we're headed," said Joe Gaglio, CEO of Shepherd Wealth. "He's been part of growing wealth management businesses on a national level, and he understands what it takes to build the structure that allows a business to scale while maintaining a high level of service. We're looking forward to having him help lead Shepherd Wealth into its next chapter."

Andrews said Shepherd Wealth's vision and approach were key factors in his decision to join the firm.

"Over the course of my career, I've had the opportunity to see many different wealth management firms and the different ways they serve their clients," said Andrews. "What stood out to me about Shepherd Wealth was the level of impact the team has with small business owners and high and ultra-high net worth individuals and families. I really love the advanced planning approach the team takes to solving complex tax problems, and the entrepreneurial and family-oriented culture also resonates with me personally. I'm excited to be part of what's next."

Andrews joins Shepherd Wealth at a time of significant growth for the firm. Shepherd Wealth was recently named a MassMutual Team of the Year for the second consecutive year*, recognizing the firm's outstanding growth and teamwork among MassMutual agencies nationwide. The award honors teams that work together to achieve consistent results and build a strong, client-focused business.

With Andrews joining the leadership team, Shepherd Wealth is positioned to build on that momentum as it enters its next chapter, continuing to grow and scale while maintaining the white-glove service its clientele expects.

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 absolute returns through large annual income tax reduction.

Media Contact: Natalie Crum, [email protected], 914-326-7372

*Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales.

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. CRN202909-12064160

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SOURCE Shepherd Wealth