Signature Wealth Strategies

Kathleen Shepherd brings more than fifteen years of experience in engineering, problem-solving, and client service to her role as a Wealth Advisor. After building a successful career as an engineer, she transitioned to financial services in 2023 with a clear purpose: to help individuals and families find simplicity, clarity, and confidence in their financial lives.

A native of eastern North Carolina, Kathleen earned her degree in Textile Engineering from NC State University. She holds her Series 6, 7, 63, and 65 securities registrations, along with North Carolina Life and Health Insurance licenses, equipping her to provide comprehensive financial guidance.

Now based in Wilkesboro, Kathleen and her husband are raising their two children in the foothills of North Carolina. Outside the office, you’ll often find her family in their garden, enjoying time on Kerr Scott Reservoir, or gathered on the front porch together.