Teri Shepherd


As President at Carson Group, Teri focuses on strategic planning and development, financial forecasting and analysis as well as continuous improvements to optimize the client experience. Teri leads the operations, technology, compliance and legal teams that oversee more than 95 advisor firm locations.

Teri was the first woman executive to join the Carson Group team. Prior to this, 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 Teri joined nearly five years ago, the number of female advisors stood at zero – it has since increased to 40%.

In 2017, Teri led the development of Carson Group’s Digital Client Experience platform. The platform accounted for a 40% productivity increase by advisors in 2017 because of her ability to draw in a management team comprised of strong leaders. Since Teri came on board, partner firms using the platform have, on average, increased their AUM by 26.67% annually.

Prior to joining the Carson Group 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. Teri has been recognized by multiple publications, most notably as a “Top Woman in Asset Management” by Financial Planning in 2018 and 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. Her family loves to go camping, water ski and play sports.

Getting To Know Teri

Favorite movie

Star Wars

Place Teri would most like to visit


Executive Leadership

Brian Green

Senior Vice President, Corporate Strategy

Teri Shepherd


Janet Anderson

Chief Operating Officer, Carson Partners

Alex Rodawig

Managing Director & Head of Carson Wealth

Ben Mathis

Chief Information Officer

Jud Mackrill

Chief Marketing Officer

Kim Reed

VP, Finance

Dan Tobin

Chief Risk Officer

David Screnar

Chief Financial Officer

Kelsey Ruwe

Chief of Staff

Nelly Carson

Chief Comfort Officer

Ron Carson

Founder & CEO

JoAnn Abt

Corporate Counsel

Scott Conroy

Managing Partner, Coaching & Consulting

Lantz Hunt

Chief Transformation Officer

Aaron Schaben


Executive Board

Teri Shepherd


Jim Brown

Board Member

Ron Carson

Founder & CEO

Kevin Bhatt

Board Member

Aaron Schaben


Coaching & Consulting

Jaclyn Peal

Vice President, Business Consulting

Jessica Harrington

Executive Business Coach

Jamie Hopkins

Managing Director, Carson Coaching

J.J. Peller

Business Coach

Joanna Swanson

Vice President, Advisor Development

Brenda Tellier

Director of Event Experiences

Barb White

Event Experiences Coordinator

Pam Burwell

Senior Operations Associate

Diana Koger

Client Relationship Specialist

Mindy Dalrymple

Client Relationship Specialist

Tammy Breitenbach

Executive Business Coach

Bobby Steinau

Vice President, Business Consulting

Michael Rose

Executive Business Coach

Greg Opitz

Executive Business Coach

Scott Conroy

Managing Partner, Coaching & Consulting

Jason Carver

Vice President, Mergers & Acquisitions

Sarah Cain

Vice President, Coaching & Consulting

Business Development

Justin Starnes

Senior Vice President, Sales & Distribution

Mark Page

VP, Strategic Partner Development

Morgan Mithlo

Business Development Consultant, Southeast

Tyler Hamik

Business Development Consultant, West

Steven M. Laska

Vice President, Business Development, East

Andy Larson

Business Development Consultant, Central South

Lisa Synowicki

Director of Business Development Operations

JP Mortenson

Business Development Consultant, Central North

Chelsie Morales

Associate Vice President, Business Development, West

Scott Wood

Executive Sales Coach

Jessica Brooks

Associate Vice President, Business Development, Central South

Ethan Goff

Associate Vice President, Business Development, Central North

Katie McGuire

Associate Vice President, Business Development, Southeast

Kristi Harrison

Vice President, Business Development, Central South

Jessica Perez

Vice President, Business Development, West

Dani Slattery

Senior Business Development Associate

Randy Harrison

Vice President, Business Development, Central North