Broker Check

Team

Jason R. Sherman, CFP®, AIF®

Financial Consultant

(248) 805-1123

(248) 809-1976

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.

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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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Lisa Gayle

Marketing Consultant

Lisa is part of LPL's Marketing Solutions program, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors' practices. With over a decade of experience in both digital and...

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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...

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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...

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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...

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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.