Teri Shepherd

Leadership, Teri Shepherd

As Chief Operating Officer at Carson Group, Teri focuses on strategic planning and development, financial forecasting, and analysis, as well as continuous improvements to optimize the client experience at both companies.

Prior to joining the team, Teri previously held the position of Executive VP, CFO, and COO at an independent broker/dealer, RIA, and insurance company for 10 years, as well as the Corporate Controller of a publicly-traded biotech firm for two years. She graduated from the University of Nebraska Kearney with a Bachelor of Science degree in Accounting and was recognized by Midlands Business Journal as a “40 Under 40 Business Executive” in 2007.

Teri loves to spend time with her husband, Glen, and three sons, Jacob, Jackson, and Connor. Her family loves to go camping, water ski, and play sports.

Get to Know Teri

Favorite Movie – Star Wars

Favorite Quote – The best and most beautiful things in the world cannot be seen or even touched – they must be felt with the heart.  – Helen Keller

Adventures I’ve been on – Life!

Hometown – Kensington, Kansas

Organizations and cool memberships – Board member of CityCare Counseling Center and Christ Community Church