About Karl

Karl serves as the proprietor of his own financial services agency and distributes insurance and investments through Primerica. Mr. Shepherd wants to help customers find information and be able to schedule a quick quote and application very quickly with great customer service. He is currently life insurance licensed in Texas, Tennessee and New Jersey. He is also licensed to distribute Mutuals Funds, FIxed and Variable Annuities as well.

Mr. Shepherds accomplishments expand over a 32-year career in Financial Services. Over his career, he has worked as an executive, fiduciary, consultant, and treasurer with the most prestigious institutions in the US Capital markets such as New York Stock Exchange (NYSE), Depository Trust Company (DTC), The Federal Reserve Bank(FRB), Deutsche Bank, AG, Euroclear, Regions Morgan Keegan, AIG, Morgan Stanley, and Lehman Brothers. He excels at advising clients on wealth accumulation or financial freedom.

Mr. Shepherd career has taken him all over the world and now resides in Houston Texas. He and his significant other enjoy traveling, and spending quality time together. He graduated and received his high school diploma from Bellaire High School, his Bachelor of Arts degree in Banking Finance from Morehouse College and his Master of Business Administration in International Banking from Golden Gate University. He enjoys watching his son who is a All-American Quarterback in college play football. His other hobbies include offshore fishing, bike riding, reading, golfing, gardening and painting.