8:30 AM - 5:00 PM Monday -Thursday 8:30 AM - 4:00 PM Friday
I partner with my clients to guide them through the financial aspects of life's transitions, striving to understand what is most important to them and help to develop strategies to achieve their goals
View Personal Bio
Kelly Sherman, CFP, AAMS
As a financial advisor, I partner with my clients to help guide them through the financial aspects of all of life's transitions. These can include business ownership, employment changes, marriage/divorce, inheritance, saving for and living in retirement and planning for education. Together we identify the most effective tax-advantaged, wealth accumulation, income and protection strategies to benefit clients and their families. In order to best serve my clients, I regularly collaborate with other professionals, including CPAs and estate attorneys. I love what I do and feel honored to be able to help those I serve achieve what is most important to them.