Team Jason R. Sherman, AIF® Financial Consultant (248) 485-8105 (248) 352-3612 JSherman@ShermanPrivateWealth.com In 2017, Jason founded Sherman Private Wealth which is focused on comprehensive financial planning, investment management and delivering a high level of personalized service. Read more Sherman Private Wealth Myriam Oppenheim Executive Assistant 248.485.8104 248.352.3612 firstname.lastname@example.org Myriam recently relocated to Michigan from Washington State, bringing with her several years of administrative and client services experience. She will take a proactive approach to getting to know each individual client (and household)... Read more Diana J. Charney Executive Assistant (248) 485-8105 (866) 698-7840 DCharney@ShermanPrivateWealth.com Diana has worked for eight years in the financial services industry and has extensive know-how in the execution of client requests. and Diana will be responsible for administrative activities such as preparing paperwork, coordinating... Read more Administrative Support offered through America Group Tod Phillips, CLU, CHFC Chief Compliance Officer Tod’s 35 years of industry experience offers a remarkable amount of knowledge and expertise to Sherman Private Wealth through our partnership with America Group. Tod is a system specialist who manages all compliance systems and... Read more Lori Byrum Director, Operations and Human Resources Lori is skilled with accounting functions, filings, and other management tools. Her focus is to support Sherman Private Wealth in human resource staffing, on-site operations, equipment, vendor programs and other functions that may be... Read more Sally Cholewka, CFP ParaPlanner Sally Cholewka, a CERTIFIED FINANCIAL PLANNER™ professional, is our paraplanner through our partnership with America Group. She is experienced in the use of our sophisticated wealth management and financial planning platform and... Read more Daniel Lone Information Technology Systems Administrator Dan is experienced with operating systems and programming languages and is passionate about development and taking on challenging goals. He maintains security and technology systems throughout for Sherman Private Wealth and assists... Read more Cheryl Vink Receptionist 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... Read more Randy Malloy 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... Read more America Group Retirement Strategy Centers is a separate entity from LPL Financial, and its associates are separate from Sherman Private Wealth.