We Bring Financial Confidence and Clarity for Individuals and Families as They Approach Retirement

We focus intensely on creating value for our client base: those who have at least $500,000 of investable assets, are within 10 years of retirement, and are ready to work with a dedicated team of professionals to get them on a path to where they want to be.

We Bring Financial Confidence and Clarity for Individuals and Families as They Approach Retirement

We focus intensely on creating value for our client base: those who have at least $500,000 of investable assets, are within 10 years of retirement, and are ready to work with a dedicated team of professionals to get them on a path to where they want to be.

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Meet the SPW Team

Meet the SPW Team

Jason Sherman Certified Financial Planner
Jason Sherman Certified Financial Planner

Jason Sherman, CFP®, AIF®

Jason Sherman, CFP®, AIF®

Founder

Founder

After spending all of his summer work money in a matter of weeks, 16 year-old Jason became engrossed in his own spending habits, and dedicated himself to better managing his hard-earned money.

This sparked his lifelong passion and fascination with money management and financial planning.

In 2003 Jason began his first foray into using that passion to help others, founding his own financial consulting practice where he focused on providing clients with sound financial advice and unparalleled service.

His work began to make waves, and in 2004 he was sought out by The Private Bank to join the team as the lead Financial Consultant and tasked with building the Financial Advisory Team. In his 18 years at the bank, Jason developed the foundation of his hands on and personalized approach to financial planning. There is an unquantifiable advantage to expertise and care Jason developed in those formative years - something you can not replicate without persistence, passion, and empathy.

In 2017, Jason founded Sherman Private Wealth with the goal to provide an unmatched level of personalized service for comprehensive financial planning and investment management.

Since then, Jason’s goals remain the same - make the biggest impact with clients across the country by incorporating care, technology, and his passion for finance.

When he’s not helping set clients up for a successful retirement, Jason likes to spend time with his wife, Lindsay, sons, Jack and Jett, and golden retriever, Charlie (aka ‘Chuck’).

Jason embraces his hobbies with the same meticulous, driven approach he takes to his business. He’s an avid fitness enthusiast and actively participates in powerlifting competitions; currently holding a combined total maximum personal record weight of 1,080 pounds in the Squat, Bench, and Deadlift.

In the spirit of exploring new boundaries, Jason is an FAA Licensed Aviation Pilot and frequently takes trips throughout the midwest.

After spending all of his summer work money in a matter of weeks, 16 year-old Jason became engrossed in his own spending habits, and dedicated himself to better managing his hard-earned money.

This sparked his lifelong passion and fascination with money management and financial planning.

In 2003 Jason began his first foray into using that passion to help others, founding his own financial consulting practice where he focused on providing clients with sound financial advice and unparalleled service.

His work began to make waves, and in 2004 he was sought out by The Private Bank to join the team as the lead Financial Consultant and tasked with building the Financial Advisory Team. In his 18 years at the bank, Jason developed the foundation of his hands on and personalized approach to financial planning. There is an unquantifiable advantage to expertise and care Jason developed in those formative years - something you can not replicate without persistence, passion, and empathy.

In 2017, Jason founded Sherman Private Wealth with the goal to provide an unmatched level of personalized service for comprehensive financial planning and investment management.

Since then, Jason’s goals remain the same - make the biggest impact with clients across the country by incorporating care, technology, and his passion for finance.

When he’s not helping set clients up for a successful retirement, Jason likes to spend time with his wife, Lindsay, sons, Jack and Jett, and golden retriever, Charlie (aka ‘Chuck’).

Jason embraces his hobbies with the same meticulous, driven approach he takes to his business. He’s an avid fitness enthusiast and actively participates in powerlifting competitions; currently holding a combined total maximum personal record weight of 1,080 pounds in the Squat, Bench, and Deadlift.

In the spirit of exploring new boundaries, Jason is an FAA Licensed Aviation Pilot and frequently takes trips throughout the midwest.

Lindsay Sherman

Lindsay Sherman

Head of Marketing

Head of Marketing

What purpose does the most impactful financial planning services offer if no one knows about it? That’s where Lindsay comes in - she gets the word out.

And getting the word out is Lindsay's speciality. So leading the marketing and business development efforts at Sherman Private Wealth couldn’t be a more perfect role for her.

Lindsay’s consultative approach to driving value for prospective and current clients is crucial to support the team’s mission to expand their impact with a wider, but selective group of individuals who need it.

Her background includes deep expertise in digital marketing, program management, and business consulting at major names such as Shift Digital, Oracle, and Accenture.

And yes - Lindsay is Jason’s wife. Actually, while we’re on the subject, Charlie is Lindsay’s dog. Aside from spending time with her family, Lindsay is an avid fitness enthusiast (+ former Barre Code instructor), and enjoys going on long hikes (much to Jason’s dismay, who would prefer to lift heavy things for a single rep).

What purpose does the most impactful financial planning services offer if no one knows about it? That’s where Lindsay comes in - she gets the word out.

And getting the word out is Lindsay's speciality. So leading the marketing and business development efforts at Sherman Private Wealth couldn’t be a more perfect role for her.

Lindsay’s consultative approach to driving value for prospective and current clients is crucial to support the team’s mission to expand their impact with a wider, but selective group of individuals who need it.

Her background includes deep expertise in digital marketing, program management, and business consulting at major names such as Shift Digital, Oracle, and Accenture.

And yes - Lindsay is Jason’s wife. Actually, while we’re on the subject, Charlie is Lindsay’s dog. Aside from spending time with her family, Lindsay is an avid fitness enthusiast (+ former Barre Code instructor), and enjoys going on long hikes (much to Jason’s dismay, who would prefer to lift heavy things for a single rep).

Diana Charney

Diana Charney

Operations Manager

Operations Manager

On every high performing team, there’s always the one person that acts as the flywheel to make everything run smoother and faster.

For Sherman Private Wealth, Diana is that flywheel.

With over 15 years of operations and administrative experience, Diana knows how to get things across the finish line. Since joining, Diana has streamlined and improved the day-to-day operations, client relations, and account maintenance, among many other things. Without her, Jason would be like a chicken with its head cut off, running around in email circles, calendar chaos, and form-finding frenzy.

Diana attended Western Michigan University, where she was awarded a Bachelor Degree in Psychology. After graduating, Diana moved to Raleigh, North Carolina, where she met her husband, Tom. Tom and Diana married in 2013 and moved back to Michigan to be closer to family. Then, in 2017, Diana and Tom welcomed their daughter, Isabelle, into the world. Now in her free time, Diana enjoys reading, crafting, and spending time with family.

On every high performing team, there’s always the one person that acts as the flywheel to make everything run smoother and faster.

For Sherman Private Wealth, Diana is that flywheel.

With over 15 years of operations and administrative experience, Diana knows how to get things across the finish line. Since joining, Diana has streamlined and improved the day-to-day operations, client relations, and account maintenance, among many other things. Without her, Jason would be like a chicken with its head cut off, running around in email circles, calendar chaos, and form-finding frenzy.

Diana attended Western Michigan University, where she was awarded a Bachelor Degree in Psychology. After graduating, Diana moved to Raleigh, North Carolina, where she met her husband, Tom. Tom and Diana married in 2013 and moved back to Michigan to be closer to family. Then, in 2017, Diana and Tom welcomed their daughter, Isabelle, into the world. Now in her free time, Diana enjoys reading, crafting, and spending time with family.

America Group Admin Support

America Group Admin Support

Cheryl Vink
Cheryl Vink

Cheryl Vink

Cheryl Vink

Receptionist

Receptionist

Cheryl is our unofficial "Director of First Impressions" as she welcomes all visitors to the firm and is responsible for our lobby area. Cheryl also provides additional administrative support, managing our meeting space and calendars. She is a graduate of the Detroit College of Business with a Bachelor Degree in Business Administration with a concentration in Office Administration. Cheryl’s broad range of administrative experiences and advanced office organizational skills are an asset in assisting with special projects.

Cheryl is our unofficial "Director of First Impressions" as she welcomes all visitors to the firm and is responsible for our lobby area. Cheryl also provides additional administrative support, managing our meeting space and calendars. She is a graduate of the Detroit College of Business with a Bachelor Degree in Business Administration with a concentration in Office Administration. Cheryl’s broad range of administrative experiences and advanced office organizational skills are an asset in assisting with special projects.

Randy Malloy

Randy Malloy

Paraplanner

Paraplanner

Randy Malloy serves as one of two paraplanners that support Sherman Private Wealth through our partnership with America Group. Formerly with Hantz Financial Services, Randy assists with the organization and implementation of wealth management sites for our clients, along with the preparation of detailed planning reports. Randy is a registered administrative associate through LPL Financial and holds the Series 7 Registered Representative for Securities and Series 66 Investment Advisor Representative. Randy also holds licenses for Property and Casualty, Variable Contracts, and Life, Accident, and Health. In his spare time, Randy enjoys spending time with family and friends and playing or watching Ice Hockey. 

Randy Malloy serves as one of two paraplanners that support Sherman Private Wealth through our partnership with America Group. Formerly with Hantz Financial Services, Randy assists with the organization and implementation of wealth management sites for our clients, along with the preparation of detailed planning reports. Randy is a registered administrative associate through LPL Financial and holds the Series 7 Registered Representative for Securities and Series 66 Investment Advisor Representative. Randy also holds licenses for Property and Casualty, Variable Contracts, and Life, Accident, and Health. In his spare time, Randy enjoys spending time with family and friends and playing or watching Ice Hockey. 

Randy Malloy
Randy Malloy

Interested in working together?
Have a question?
We're here to chat.
Or Text us a question! (248) 805 - 1123

Interested in working together?
Have a question?
We're here to chat.
Or Text us a question! (248) 805 - 1123

Interested in working together?
Have a question?
We're here to chat.
Or Text us a question! (248) 805 - 1123

Sherman Private Wealth

Office (248) 805 - 1123

Fax (248) 809 - 1976

28411 Northwestern Highway

Suite 1200
Southfield,MI48034

Disclaimer

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 Sherman Private Wealth


Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, FL, ID, IL, MI, MO, NH, NJ, NY, NC, OH, PA, SC, WA, WI

© 2024 Sherman Private Wealth

Sherman Private Wealth

Office (248) 805 - 1123

Fax (248) 809 - 1976

28411 Northwestern Highway

Suite 1200
Southfield,MI48034

Disclaimer

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 Sherman Private Wealth


Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, FL, ID, IL, MI, MO, NH, NJ, NY, NC, OH, PA, SC, WA, WI

© 2024 Sherman Private Wealth

Sherman Private Wealth

Office (248) 805 - 1123

Fax (248) 809 - 1976

28411 Northwestern Highway

Suite 1200
Southfield,MI48034

Disclaimer

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 Sherman Private Wealth


Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, FL, ID, IL, MI, MO, NH, NJ, NY, NC, OH, PA, SC, WA, WI

© 2024 Sherman Private Wealth