REVISIONING WHAT IT MEANS TO WORK WITH A FINANCIAL ADVISOR
A personalized experience that ensures you are more empowered and equipped for the future
We are a fiduciary to our clients, but we are also, in some respects, a concierge and a coach. What we mean is that we work with you in an all-encompassing way – ensuring your specific needs are being heard, understood and proactively addressed.
Our upfront process is a bit more involved than the rest. But it has proven to uncover key insights that otherwise would be missed. And as a result, your financial solutions are more perfectly aligned with your needs, wants and dreams.
Our network of client advocates and resources is far-reaching. They are experts in their respective disciplines, but they are also vetted for alignment with how we commit to serving you. So, whether we team up with your chosen professionals or utilize our team of professionals, our commitment to you remains the same.
Envision a better relationship with your Financial Advisor.
Brad Sherman's story
"It starts with education and empowerment to reach financial freedom"
The concepts of money and finance have been deeply rooted in Brad’s world from a very young age. Whether finding entrepreneurship in a baseball card business, buying and selling stocks at age 16 or playing competitive games of blackjack with his grandparents, Brad quickly learned how to turn a dollar into many.
As money and the stock market were always a topic of conversation at their home, Brad also got to see the less appealing side of the industry. His mom, a schoolteacher, was given much conflicting financial advice and was presented with limited options based on the biases of the financial institutions. His father, an attorney, was denied service because his wealth wasn’t “enough” for the big establishments. His immigrant grandparents (although solid competitors in a game of cards) died with very little despite their strong work ethic.
Brad received a Bachelor’s Degree in International Economics from University of Wisconsin-Madison and a Masters in Finance from American University, Kogod School of Business.
Devoted to making an impact on the community, Brad is a frequent contributor to many leading financial publications, a proud member of the Rockville and Gaithersburg Chambers of Commerce, and devotes his time to a variety of local community organizations, like The Jewish Federation, So What Else, Montgomery County Coalition for the Homeless and Wall Street Bound to raise the tide of knowledge in money management and financial education.
Brad lets his curiosity about people lead his interactions. He simply likes to relate to people, whether talking about the latest pop culture trends, fantasy baseball and football, or family adventures of raising young children. But mostly, he wants to put his clients at ease, understanding what their specific needs and concerns are and perhaps imparting a handful of financial lessons he has learned along the way.
MEET THE TEAM
As a mother of four, Kristin is masterful in juggling multiple projects while staying insanely organized. Being a high school cluster representative who’s involved with multiple PTAs is just a warm-up to a day’s work. She’s a natural at caring for people and an advocate for positive change which shows up in her interactions with clients. She takes great pride in being the first point of contact – an opportunity to ensure clients feel they’ll be well taken care of. Kristin has a Bachelor’s degree in marketing from the Robert H. Smith School of Business, University of Maryland, College Park.
But certainly it’s not all work and no play. Kristin proudly admits to being a “beer snob” and spends any rare time hunting down the latest and greatest breweries with her husband. Ask her sometime about her favorite brews and see her light up.
Ashley’s superpower is her creativity and desire to be and do things “differently.” Not only does she inspire others with her unique fashion and personal style, but she’s always bringing a fresh set of ideas on how to build stronger relationships with clients and evolve the firm’s services in innovative ways. Ashley loves engaging clients with the unexpected to make them feel valued and appreciated.
Ashley has a Bachelor’s degree in marketing from the University Honors College and Robert H. Smith School of Business, University of Maryland, College Park. An interesting fact about Ashley is her love for sports. Not only is she a raving sports fan (Washington Football Team, Nationals, Miami Heat), but put Ashley on a lacrosse field and see her display some wicked ball skills!