Teri Shepherd

Chief Operating Officer

(402) 334-6271

Teri Shepherd_200As Chief Operating Officer at Carson Wealth, Teri focuses on strategic planning and development, financial forecasting and analysis as well as continuous improvements to optimize the client experience at our firm.

Prior to joining the Carson Wealth 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 2 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.

Getting to know Teri

Favorite movie: Star Wars

Place Teri would most like to visit: Paris