Team

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

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....

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...

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...

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...

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...