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Contact :

(402) 334-6271

tshepherd@carsongroup.com

Teri Shepherd

Chief Operating Officer

Teri Shepherd

Chief Operating Officer

 

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. 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: Paris