Meet Kerri
Kerri Shepard is an integral part of the Carson Wealth operations team, where she supports both clients and advisors through a wide range of responsibilities—from onboarding new relationships to providing ongoing client service. Since joining the firm, Kerri has contributed fresh perspective, sharp organizational skills, and a steady commitment to ensuring a seamless client experience.
“It truly is a team culture here,” she says. “It’s not just something we say—everyone genuinely collaborates and supports one another.”
Outside of work, Kerri enjoys snowboarding in the winter and golfing in the summer. She also spends her free time drawing and painting—activities that bring balance and inspiration to her daily life.
Kerri Shepard is not affiliated with Cetera Advisor Networks LLC.
