We Bring Financial Confidence and Clarity for Individuals and Families as They Approach Retirement
We focus intensely on creating value for our client base: those who have at least $500,000 of investable assets, are within 10 years of retirement, and are ready to work with a dedicated team of professionals to get them on a path to where they want to be.
We Bring Financial Confidence and Clarity for Individuals and Families as They Approach Retirement
We focus intensely on creating value for our client base: those who have at least $500,000 of investable assets, are within 10 years of retirement, and are ready to work with a dedicated team of professionals to get them on a path to where they want to be.
Jason Sherman, CFP®, AIF®
Jason Sherman, CFP®, AIF®
Founder
Founder
After spending all of his summer work money in a matter of weeks, 16 year-old Jason became engrossed in his own spending habits, and dedicated himself to better managing his hard-earned money.
This sparked his lifelong passion and fascination with money management and financial planning.
In 2003 Jason began his first foray into using that passion to help others, founding his own financial consulting practice where he focused on providing clients with sound financial advice and unparalleled service.
His work began to make waves, and in 2004 he was sought out by The Private Bank to join the team as the lead Financial Consultant and tasked with building the Financial Advisory Team. In his 18 years at the bank, Jason developed the foundation of his hands on and personalized approach to financial planning. There is an unquantifiable advantage to expertise and care Jason developed in those formative years - something you can not replicate without persistence, passion, and empathy.
In 2017, Jason founded Sherman Private Wealth with the goal to provide an unmatched level of personalized service for comprehensive financial planning and investment management.
Since then, Jason’s goals remain the same - make the biggest impact with clients across the country by incorporating care, technology, and his passion for finance.
When he’s not helping set clients up for a successful retirement, Jason likes to spend time with his wife, Lindsay, sons, Jack and Jett, and golden retriever, Charlie (aka ‘Chuck’).
Jason embraces his hobbies with the same meticulous, driven approach he takes to his business. He’s an avid fitness enthusiast and actively participates in powerlifting competitions; currently holding a combined total maximum personal record weight of 1,080 pounds in the Squat, Bench, and Deadlift.
In the spirit of exploring new boundaries, Jason is an FAA Licensed Aviation Pilot and frequently takes trips throughout the midwest.
After spending all of his summer work money in a matter of weeks, 16 year-old Jason became engrossed in his own spending habits, and dedicated himself to better managing his hard-earned money.
This sparked his lifelong passion and fascination with money management and financial planning.
In 2003 Jason began his first foray into using that passion to help others, founding his own financial consulting practice where he focused on providing clients with sound financial advice and unparalleled service.
His work began to make waves, and in 2004 he was sought out by The Private Bank to join the team as the lead Financial Consultant and tasked with building the Financial Advisory Team. In his 18 years at the bank, Jason developed the foundation of his hands on and personalized approach to financial planning. There is an unquantifiable advantage to expertise and care Jason developed in those formative years - something you can not replicate without persistence, passion, and empathy.
In 2017, Jason founded Sherman Private Wealth with the goal to provide an unmatched level of personalized service for comprehensive financial planning and investment management.
Since then, Jason’s goals remain the same - make the biggest impact with clients across the country by incorporating care, technology, and his passion for finance.
When he’s not helping set clients up for a successful retirement, Jason likes to spend time with his wife, Lindsay, sons, Jack and Jett, and golden retriever, Charlie (aka ‘Chuck’).
Jason embraces his hobbies with the same meticulous, driven approach he takes to his business. He’s an avid fitness enthusiast and actively participates in powerlifting competitions; currently holding a combined total maximum personal record weight of 1,080 pounds in the Squat, Bench, and Deadlift.
In the spirit of exploring new boundaries, Jason is an FAA Licensed Aviation Pilot and frequently takes trips throughout the midwest.
Lindsay Sherman
Lindsay Sherman
Head of Marketing
Head of Marketing
What purpose does the most impactful financial planning services offer if no one knows about it? That’s where Lindsay comes in - she gets the word out.
And getting the word out is Lindsay's speciality. So leading the marketing and business development efforts at Sherman Private Wealth couldn’t be a more perfect role for her.
Lindsay’s consultative approach to driving value for prospective and current clients is crucial to support the team’s mission to expand their impact with a wider, but selective group of individuals who need it.
Her background includes deep expertise in digital marketing, program management, and business consulting at major names such as Shift Digital, Oracle, and Accenture.
And yes - Lindsay is Jason’s wife. Actually, while we’re on the subject, Charlie is Lindsay’s dog. Aside from spending time with her family, Lindsay is an avid fitness enthusiast (+ former Barre Code instructor), and enjoys going on long hikes (much to Jason’s dismay, who would prefer to lift heavy things for a single rep).
What purpose does the most impactful financial planning services offer if no one knows about it? That’s where Lindsay comes in - she gets the word out.
And getting the word out is Lindsay's speciality. So leading the marketing and business development efforts at Sherman Private Wealth couldn’t be a more perfect role for her.
Lindsay’s consultative approach to driving value for prospective and current clients is crucial to support the team’s mission to expand their impact with a wider, but selective group of individuals who need it.
Her background includes deep expertise in digital marketing, program management, and business consulting at major names such as Shift Digital, Oracle, and Accenture.
And yes - Lindsay is Jason’s wife. Actually, while we’re on the subject, Charlie is Lindsay’s dog. Aside from spending time with her family, Lindsay is an avid fitness enthusiast (+ former Barre Code instructor), and enjoys going on long hikes (much to Jason’s dismay, who would prefer to lift heavy things for a single rep).
Diana Charney
Diana Charney
Operations Manager
Operations Manager
On every high performing team, there’s always the one person that acts as the flywheel to make everything run smoother and faster.
For Sherman Private Wealth, Diana is that flywheel.
With over 15 years of operations and administrative experience, Diana knows how to get things across the finish line. Since joining, Diana has streamlined and improved the day-to-day operations, client relations, and account maintenance, among many other things. Without her, Jason would be like a chicken with its head cut off, running around in email circles, calendar chaos, and form-finding frenzy.
Diana attended Western Michigan University, where she was awarded a Bachelor Degree in Psychology. After graduating, Diana moved to Raleigh, North Carolina, where she met her husband, Tom. Tom and Diana married in 2013 and moved back to Michigan to be closer to family. Then, in 2017, Diana and Tom welcomed their daughter, Isabelle, into the world. Now in her free time, Diana enjoys reading, crafting, and spending time with family.
On every high performing team, there’s always the one person that acts as the flywheel to make everything run smoother and faster.
For Sherman Private Wealth, Diana is that flywheel.
With over 15 years of operations and administrative experience, Diana knows how to get things across the finish line. Since joining, Diana has streamlined and improved the day-to-day operations, client relations, and account maintenance, among many other things. Without her, Jason would be like a chicken with its head cut off, running around in email circles, calendar chaos, and form-finding frenzy.
Diana attended Western Michigan University, where she was awarded a Bachelor Degree in Psychology. After graduating, Diana moved to Raleigh, North Carolina, where she met her husband, Tom. Tom and Diana married in 2013 and moved back to Michigan to be closer to family. Then, in 2017, Diana and Tom welcomed their daughter, Isabelle, into the world. Now in her free time, Diana enjoys reading, crafting, and spending time with family.
Bradley Augustine, AIF®
Bradley Augustine, AIF®
Financial Advisor
Financial Advisor
Bradley Augustine has a vehement passion for the study of capital markets and the role they take in the lives of individuals, both investors and the uninvested. Bradley completed his Bachelor of Science degrees from Cedarville University in both Finance and Marketing. He is a constant student of the market and regularly delves into new regulatory releases, as well as up-and-coming market theory and forces. He believes sound financial counsel is an incredibly effective tool both to mitigate risk and maximize beneficial outcomes. He holds series 7, 63, and 65 securities registrations through LPL Financial, as well as licenses in life, health, and disability insurance. Bradley believes that efficient and individualized planning is the key to success in the world of planning.
In our commitment to ensuring the continuity and stability of our services, we have entrusted Bradley with a pivotal role in the SPW practice. Should unforeseen circumstances prevent Jason from continuing his work, Bradley will seamlessly take over the responsibilities, ensuring that our clients continue to receive the high level of service and expertise they have come to expect. His extensive experience and dedication to sound financial counsel make him exceptionally qualified to uphold the trust and relationships we have built over the years.
When Bradley is out of the office, he and his family can often be found biking, playing tennis, or at a museum. His wife and daughter are his truest joys in life. He is a proud member of The Hundred Club of Detroit, a group that supports the families of fallen firemen and police officers. He is also actively involved in his church community and enjoys volunteering in Detroit’s many exciting neighborhoods.
Bradley Augustine has a vehement passion for the study of capital markets and the role they take in the lives of individuals, both investors and the uninvested. Bradley completed his Bachelor of Science degrees from Cedarville University in both Finance and Marketing. He is a constant student of the market and regularly delves into new regulatory releases, as well as up-and-coming market theory and forces. He believes sound financial counsel is an incredibly effective tool both to mitigate risk and maximize beneficial outcomes. He holds series 7, 63, and 65 securities registrations through LPL Financial, as well as licenses in life, health, and disability insurance. Bradley believes that efficient and individualized planning is the key to success in the world of planning.
In our commitment to ensuring the continuity and stability of our services, we have entrusted Bradley with a pivotal role in the SPW practice. Should unforeseen circumstances prevent Jason from continuing his work, Bradley will seamlessly take over the responsibilities, ensuring that our clients continue to receive the high level of service and expertise they have come to expect. His extensive experience and dedication to sound financial counsel make him exceptionally qualified to uphold the trust and relationships we have built over the years.
When Bradley is out of the office, he and his family can often be found biking, playing tennis, or at a museum. His wife and daughter are his truest joys in life. He is a proud member of The Hundred Club of Detroit, a group that supports the families of fallen firemen and police officers. He is also actively involved in his church community and enjoys volunteering in Detroit’s many exciting neighborhoods.
America Group Admin Support
America Group Admin Support
Cheryl Vink
Cheryl Vink
Receptionist
Receptionist
Cheryl is our unofficial "Director of First Impressions" as she welcomes all visitors to the firm and is responsible for our lobby area. Cheryl also provides additional administrative support, managing our meeting space and calendars. She is a graduate of the Detroit College of Business with a Bachelor Degree in Business Administration with a concentration in Office Administration. Cheryl’s broad range of administrative experiences and advanced office organizational skills are an asset in assisting with special projects.
Cheryl is our unofficial "Director of First Impressions" as she welcomes all visitors to the firm and is responsible for our lobby area. Cheryl also provides additional administrative support, managing our meeting space and calendars. She is a graduate of the Detroit College of Business with a Bachelor Degree in Business Administration with a concentration in Office Administration. Cheryl’s broad range of administrative experiences and advanced office organizational skills are an asset in assisting with special projects.
Randy Malloy
Randy Malloy
Paraplanner
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 management sites for our clients, along with the preparation of detailed planning reports. Randy is a registered administrative associate through LPL Financial and holds the Series 7 Registered Representative for Securities and Series 66 Investment Advisor Representative. Randy also holds licenses for Property and Casualty, Variable Contracts, and Life, Accident, and Health. In his spare time, Randy enjoys spending time with family and friends and playing or watching Ice Hockey.
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 management sites for our clients, along with the preparation of detailed planning reports. Randy is a registered administrative associate through LPL Financial and holds the Series 7 Registered Representative for Securities and Series 66 Investment Advisor Representative. Randy also holds licenses for Property and Casualty, Variable Contracts, and Life, Accident, and Health. In his spare time, Randy enjoys spending time with family and friends and playing or watching Ice Hockey.
