Kristen Shepherd

Director of Operations & Technology

Kristen, is a graduate of Mays Business School at Texas A&M University with a degree in Business Analysis/MIS. She has a Series 7 and 66 license held through LPL Financial and a General Lines Insurance in the state of Texas.

Kristen’s passion is rooted in finding solutions to make businesses and designs more extensive and efficient. With over 20 years of consulting and systems background, her transition to the financial services industry has led to an enhanced client experience and company efficiencies.

As Beacon Wealth Management expanded with growing-pain inefficiencies, Kristen was the catalyst for implementing solutions to the organization that have created greater productivity.  She continues in that role as well as client interfacing and servicing needs.

Outside the office, Kristen enjoys spending time with her husband, Brent, and their two girls. They attend Lakewood United Methodist Church for worship. In her spare time, Kristen loves to cook and try new restaurants and  the outdoors with activities like golf, fishing, and travel.