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Meet Our Team

Jason R. Sherman, CFP®, AIF®

Financial Consultant

(248) 805-1123

(248) 809-1976

In 2017, Jason founded Sherman Private Wealth which is focused on comprehensive financial planning, investment management and delivering a high level of personalized service.

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Diana Charney

Operations Manager

Diana is the Operations Manager and Client Service Associate at Sherman Private Wealth. She brings over 15 years administrative experience to the table, with 10 of those years working specifically in the financial services industry....

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Administrative Support Offered Through America Group

Cheryl Vink


Cheryl Vink, Receptionist. Cheryl is Sherman Private Wealth's receptionist and welcomes all visitors to the office. She is responsible for our lobby area and provides additional administrative support. She graduated from the Detroit...

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Randy Malloy


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...

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America Group Retirement Strategy Centers is a separate entity from LPL Financial, and its associates are separate from Sherman Private Wealth.

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