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Teri Shepherd
President at Carson Group

Profile

Teri Shepherd is President at Carson Group. She focuses on strategic planning and development, financial forecasting and analysis, as well as continuous improvements to optimize client experience. Shepherd leads the operations, technology, compliance and legal teams that oversee more than 95 advisor firm locations. She was the first woman executive to join the Carson Group team. Previously, the company she was with comprised only 2% female advisors, and she made it her personal mission to increase that number for Carson Wealth. When Shepherd joined nearly five years ago, the number of female advisors stood at zero; it has since increased to 40%. She has a B.S. in accounting from the University of Nebraska, Kearney.

Agenda Sessions

  • Addressing the 800 Pound Gorilla: Solving Your Tech Puzzle

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Speakers at this event