Zoe Shepard is from Cypress, TX, and is a graduate of the University of Texas at Austin, where she earned a BA in Economics and an MS in Finance. Before joining Practice Transitions Group, Zoe worked at Charles Schwab in financial services and operations. There she handled 401k distributions, verified IRA accounts, and managed client valuation opportunities. These responsibilities sharpened her analytical skills and attention to detail—qualities she’s excited to apply in her role as a Financial Analyst at Practice Transitions Group.
Now living in Central Austin, Zoe enjoys a well-rounded lifestyle that includes swimming, painting, yoga, and exploring the outdoors. She spends much of her free time at local parks, attending football games, or by the water during Austin’s hot summers.
