Carson President Teri Shepherd has been named to WealthManagement’s Ten to Watch in list, honoring innovators and influencers set to change the industry in 2020.
Teri Shepherd’s work in financial services is rooted in her affinity for the challenges small business owners face. Her father worked as a farmer and her husband’s family owns a small business themselves. Working with Carson Group as the firm’s chief operations officer (and, since July, co-president) is a way to help those small businesses, both the advisory firms themselves and the clients they counsel.