Broker Check

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.

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Sherman Private Wealth

Myriam Oppenheim

Executive Assistant

248.485.8104

248.352.3612

moppenheim@shermanprivatewealth.com

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)...

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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...

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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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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...

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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...

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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...

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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.