George Lauck in

George Lauck

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Wealth Advisor at Shepherd Financial, LLC
📍 Indianapolis, Indiana, United States

George Lauck is a Senior Wealth Advisor at Shepherd Financial, with extensive experience in retirement plan advising and employee benefits. He earned his BA from Wabash College. A seasoned professional, he previously co-founded and was a Partner at CLS Group, an employee benefits agency, before its acquisition.

George maintains a strong connection with his alma mater, Wabash College, where he is a consistent supporter of alumni activities. He has also been involved in the Indianapolis community, contributing to local youth organizations such as the Catholic Youth Organization.

He has direct entrepreneurial experience, having co-founded the CLS Group and successfully guiding it to an acquisition by Neace Lukens in 2007.

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Experience
26 Years
Current Role
Wealth Advisor
Location
Indianapolis, Indiana, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics George cares about

Financial Wellness
His firm, Shepherd Financial, has a stated passion for creating financial wellness programs that help people prepare for retirement on their own terms.
Employee Benefits
He co-founded and was a partner at CLS Group, an employee benefits agency, and later worked as an Employee Benefits Specialist at AssuredPartners.
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Career

Work history

3-2020
Wealth Advisor
Shepherd Financial, LLC
6-2007 - 3-2020
Partner
AssuredPartners
1-2000 - 6-2007
Partner
CLS Group
In the press

Media appearances

George Lauck – Wealth Advisor Profile. Featured in Shepherd Financial, LLC
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George Lauck and Alex Sylvester Merger. Featured in Shepherd Financial, LLC
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Education
1974 - 1978
BA
Wabash College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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