George Heathcote
Independent Investment Advisor Representative and Registered Representative
About
We formed Shepherd Financial Advisors, to have the freedom to serve our clients completely and treat you and your goals respectfully. We act in a Fiduciary capavity and our independence and credentials provides full access to solutions for our clients. without bias Our complimentary Financial Wellness Check is a good way to learn more about your sitiation, investments, choices and to get ot know us, our processes, and our tools before incurring any costs or fees. Our planning and advisory services make financial guidance available to mainstream American families and small business owners. We promote understanding, partnership and flexibility for what life brings along the way. We use the latest strategies, technology, resources and our expertise to guide you on your journey. We hope you are as passionate about your goals as we are about creating a plan and guiding you toward them. We invite you to check us out. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
United States
Madison
Financial Services
Investments, Customer Service, Team Leadership, Strategic Planning, Management, Estate Planning, Insurance, Leadership, Long-term Care, 401k, Marketing, Strategic Financial Planning, Entrepreneurship, Life Insurance, Retirement, Retirement Plan Consulting, Fixed Annuities, Wealth Management, Recruiting, Employee Benefits
Experience

Independent Investment Advisor Representative and Registered Representative
Shepherd Financial Advisors
5555 Odana Road, Suite 104, Madison, WI 53719

Independent Investment Advisor Representative and Registered Representative
Shepherd Financial Advisors
5555 Odana Road, Suite 104, Madison, WI 53719

Consultant/Owner
Micro Business Benefits
Madison, Wisconsin Area
“BENEFIT FROM YOUR BUSINESS” Helping entrepreneurs, self-employed and micro business owners get the most pre-tax benefits through their business maximizing the lifestyle for their families. Helping business professionals in transition become entrepreneurs leverage tax advantages to provide great benefits to their family.

Branch Office Supervisor
Wisconsin
Expansion of Transamerica Financial Advisors field offices throughout Wisconsin, Iowa and Minnesota. Open new outlets and expand the services of existing operations through the resources of Transamerica and our Independent Distribution Division business model. Learn more at http://www.tfaconnect.com Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transition in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC, and Registered Investment Advisor. Non-securities products and services are not offered through TFA. 4052696 www.finra.org www.sipc.org

Investment Advisor Representative
Transamerica Financial Advisors
Madison, Mazomanie, Menomonie, Wisconsin
Financial Advisor with emphasis in Active Asset Management within the suitable financial vehicle to achieve client's goals.

President
BNI Landmark Chapter
Madison, WI

Director of Business Development
JT Packard
Completed 3 National Partnership Agreements with National facility mangement companies and exectured service agreements with six Fortune 500 companies. This was a new role for JT Packard which focused on development of relationshipos at the highest levels in target companies to promote JT Packard services from the top down. JT Packard mainly used telesales staff contacting lower levels of companies in a "Bottom up" approach.

Vice President of Business Development
Symphony Data Corporation
Syphony Data was a Business Process Outsourcing company to the Healthcare & Health Insurance industry. I Developed marketing and sales plans and established relationships Symphony Data had opertaions in the USA nd India. Syphany Data was purchased by STI in February 2005.

Vice President & General Manager
Brought back to manage global relationship and business of AOL Time Warner. Directly oversaw implementation of of Oversaw SITEL's first offshore cusomer processing center. This was a joint venture with TATA, Located in Mumbai, India, this operation grew from nothing to a staff of over 1300 in a state of the art facility receiving calls, chat and e-mail from USA and Europe providing ATW customers with technical support, billing, customer service, customer retention and customer acquisition services.

VP Marketing
Chorus Communications
Directed marketing of parent company and 5 divisions. $1M+ budget and managed team of eight. Chorus received buyout offer and began soliciting bids and was eventually purchased by TDS in 2001.

General Manager Technical Support Services
Includes positions at Software Publishing Corp. (SPC, 1989 - 1994) and Softmart (1994-1997) which purchased the Technical Services division of SPC and was purchasd by SITEL is 1997. Included roles as Director of Strategic Accounts (1998), Director of Marketing (1997), Services Product Manager ( 1994-1996) and Sr. Product Support Representative (1989 - 1994)
George Heathcote's Contact Information
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