President & Lead Financial Advisor
Brad Sherman is a proud Fiduciary, which means he’s a committed advocate for strategies and investments that are best for you, instead of steering you toward “good enough” investments that entice broker recommendations with a commission.
Brad brings insight, as well as financial expertise, to his planning sessions with clients because he’s been there: he’s experienced many of the issues you’re facing too, whether it’s making smart choices about planning and saving, saving to purchase a home, creating a savings safety net, starting a family, paying off student debt, or saving for retirement.
And as a business owner, he also understands how important it is to have the right financial tools to protect your company and your employees.
With over 15 years experience in the financial industry, Brad is a frequent media contributor to such publications as The Wall Street Journal, CNBC, MarketWatch, Business Insider, and Investopedia, and the host of Launch Financial podcast. He has an Master of Science in Finance from American University’s Kogod School of Business and a B.A. in International Economics from the University of Wisconsin-Madison.
Born and raised in Rockville, Maryland, Brad enjoys a strong connection to his community and contributes to a variety of organizations including The Rockville Chamber of Commerce, The Gaithersburg Chamber of Commerce, the Jewish Federation of Greater Washington and the Montgomery County Coalition for the Homeless. In his spare time he relaxes with baseball – especially his beloved Nats, football – both NFL and Fantasy, and spending time with his wife and two young children.
Kristin Erdheim is the Office Manager for Sherman Wealth Management. Kristin brings over 10 years of administrative experience as a former Administrative Assistant and Legal Secretary. She assists with various areas of client management, maintains office databases and supports the social media development of the firm. Outside of Sherman Wealth, Kristin enjoys spending time with her husband and 4 kids. Kristin is very active in her childrens’ schools and volunteers with the local and cluster PTAs and is a co-chair for the Parent Committee at the preschool her youngest attends.
As a recent marketing graduate from the Smith School of Business and University Honors College at the University of Maryland, College Park, Ashley is passionate about social media development, content production, and the fusion between marketing and finance. Outside of Sherman Wealth, Ashley enjoys spending time with her family and three dogs, and doing pilates and Orange Theory with her friends. Ashley also has a passion for fashion and spends her additional time volunteering at local charities within the community.
Analyst and Paraplanner
Will is a Certified Financial Planner™ and a key part of the “behind the scenes” work that goes into each and every client meeting, whether it’s researching specific investments or testing financial plans.
Will has nearly a decade of experience at some of the most highly respected financial firms, and his expertise ranges from portfolio analysis, to insurance, estate solutions, equity compensation, and student loans. Will enjoys walks in the park with his wife Melissa and their dog Rex.
Note: Will does not meet with clients and is not an Investment Adviser Representative of Sherman Wealth Management, LLC.