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Kerri Shepard

Operations Associate

Kerri Shepard joined Wambolt & Associates in 2022 and has since been instrumental in assisting with the firm’s operations. Originally from Florida, Kerri brings a fresh perspective and strong organizational skills to her role. From client onboarding to ongoing relationship support, she is a trusted resource for both clients and advisors.

Kerri is passionate about fostering the team-oriented culture that defines Wambolt & Associates. “It truly is a team culture here,” she says. “It’s not just something that is said – everyone collaborates and works well together”.

Outside of work, Kerri enjoys an active lifestyle, snowboarding in the winter and golfing in the summer with her husband, Austin. For a creative outlet, she spends her free time drawing and painting, which provides a balance to her professional life.