Teri Shepherd

About Teri

Teri Shepherd currently serves as the President of Carson Group, where she plays a pivotal role in enhancing operational efficiency and advancing the company’s long-term vision. As the first female executive at the firm, Teri has become a prominent role model for women within Carson and the broader financial services industry.

Teri’s commitment to advancing gender diversity within the organization and the financial services sector has garnered widespread recognition. She has been acknowledged by esteemed organizations such as InvestmentNews’ Women to Watch, Financial Planning Magazine’s Top Women in Asset Management, the Stevie Awards for Female Executive of the Year and WatersTechnology’s Women in Technology & Data Awards Gender Equality Professional of the Year.

Teri has achieved numerous milestones throughout her career. Notably, she spearheaded the launch of Carson Partners, which has grown to over 140 advisory firm locations. In her current role, she leads the operations, technology, legal and finance teams, ensuring that these firms are strategically positioned for sustained growth and success.

Teri is a highly sought-after speaker, with notable appearances at Schwab Impact, Tiburon CEO Summit, T3 and Excell. Her ongoing commitment to elevate women within Carson and the industry is further exemplified with the creation of Excell Represent, a professional advancement and community-building event for women in wealth management and the establishment of the Women in Wealth Awards in 2022.

Before joining Carson, Teri held the position of Executive VP, CFO, and COO at an independent broker-dealer, RIA, and insurance company for a decade. Additionally, she served as the Corporate Controller of a publicly traded biotech firm for two years. Teri is an alumna of the University of Nebraska–Kearney, where she earned a Bachelor of Science degree in accounting.

Beyond her professional endeavors, Teri finds joy in spending quality time with her husband and three sons. She and her family enjoy camping, water skiing, and playing sports.