The Joseph Group

Hunter Shepherd

Client Service Representative
Clifton StrengthsFinder®

Woo – Adaptability – Includer – Restorative – Arranger

As our Client Service Representative, Hunter works closely with both the financial advisor team and existing clients to ensure all needs and requests are being met. This includes opening new accounts for existing clients, existing account maintenance, and other client requests. Hunter is also responsible for assessing and refining internal processes for client services, as we strive to serve our clients with the utmost excellence.

Of all the values we strive to live each day, Hunter relates to “enthusiasm” on a daily basis. “Enthusiasm is the fuel that keeps us moving each and every day as we get to do what we love. It is what tells our clients that we truly love to serve them on a daily basis. As a team, our goal is to approach each other and our clients with this value in mind, no matter what the situation might be. Being a part of a team that truly breathes and embraces this value is what drives our ability to live out each and every one of our other values, and allows us to help our clients and each other live great lives!”

Hunter graduated from The Ohio State University with a bachelor’s degree in Education and Human Ecology majoring in Consumer and Family Financial Services. He was previously with Lower.com as a mortgage loan originator, and is very passionate about building relationships with families as he helps them achieve and live their great lives.

Hunter and his wife Maddy live in Worthington, with their dog Cooper and cat Otis. Hunter and Maddy are involved with their church, Lifepoint Lewis Center, and were volunteer Younglife leaders throughout college. Hunter loves to play hockey, hike, travel, cook, and most importantly spend time with family and friends. His goal is to travel to all 50 states.

Contact Hunter:

Contact Hunter Shepherd