Nashville, TN – April 24, 2024 – Paraklete® Financial, Inc., a distinguished financial advisory firm, is excited to announce the opening of its newest office in Nashville, Tennessee. This strategic expansion reflects the firm’s commitment to providing exceptional financial services and personalized guidance to clients in the Nashville area and surrounding communities.
Heading the Nashville office is Linda M. Shepherd, CPA/PFS. With over 20 years of experience in tax compliance, tax and estate planning and business management services, Linda brings a wealth of knowledge and expertise to her leadership role.
“We are thrilled to establish a presence in Nashville and expand our reach in Tennessee,” said Susan Tillery, CPA / PFS, AEP® (Distinguished), CEO of Paraklete Financial, Inc. Linda’s commitment to client success and comprehensive approach to financial planning make her a valuable asset to the Paraklete® Financial team.”
“I am honored to join Paraklete® Financial and spearhead the Nashville office,” said Linda M. Shepherd. “Our team is dedicated to providing personalized financial solutions and exceptional service to our clients, helping them navigate their financial journey with confidence.”
The Nashville office will offer a comprehensive range of financial services, including unbundled virtual family office services and integrated personal financial planning services. Clients can expect personalized attention and tailored solutions to meet their unique financial needs and goals.
About Paraklete® Financial, Inc.:
Paraklete Financial, Inc. is a leading financial advisory firm dedicated to providing unbundled virtual family office services as well as integrated personal financial planning services to individuals, families, and businesses. With a commitment and focus on integrity, transparency, and personalized service, Paraklete Financial, Inc. helps clients navigate their financial journey with confidence and peace of mind.
For media inquiries, please contact:
Susan Tillery
CEO & President
stillery@parakletefinancial.com
