Patti Shepard

Patti Shepard

Client Service Specialist

Patti Shepard joined the Prism Financial Group, L.L.C. team in May 2018, as a Client Service Specialist and support to the billing and compliance department. Her role involves processing cashiering transactions, overseeing the establishment of new accounts and transfers, as well as assisting the compliance department by ensuring Prism, and its employees, comply with internal policies and procedures.

Patti earned her Bachelor of Business Administration degree at Nebraska Wesleyan in 1988, and completed her MBA at the University of Missouri Kansas City soon after. Her last eight years were spent being a stay-at-home mom to her two children, as well as being a part-time health care financial consultant. Prior to this, she served as an accountant and financial analyst to a local hospital for 15 years.

On a personal note, Patti and her husband, Chris, are in the empty nest stage with their son who is enlisted in the Army and their daughter who is attending the University of Nebraska. Go Huskers! In her free time, Patti enjoys outdoor activities, playing piano, boating with her family, scrap-booking, and long walks with their dog, Kody.