Brad Sherman, President, Lead Financial Advisor
Brad Sherman has over a decade of experience in the financial services industry.
When he was in the first grade, he wanted to be Alex P. Keaton, the money-savvy kid played by Michael J. Fox on the sitcom, “Family Ties.” It was clear early on that he had an affinity for sound saving, investing and growing money. When Brad was seven, his grandmother gave him a dollar. He turned it into $5 then $50. Brad is thrilled by the challenge and success of helping people reach their financial goals at all stages of their lives.
He founded Sherman Wealth Management because he believes that every client deserves the highest level of individualized attention, regardless of their age or the size of their financial profile. He prides himself on being an advocate for his clients, providing a Fiduciary, fee-only service, designed to make clients feel comfortable with their investment choices and strategies.
Brad has appeared in The Wall Street Journal, Investopedia, CNBC, MarketWatch, Business Insider and more. He is also the co-host of Launch Financial, a weekly podcast.
Before founding Sherman Wealth Management, Brad built customized investment models for Equity Planning, a boutique financial planning firm and was a successful VP of Residential Mortgage at Nationwide Mortgage Services. As the Capital Markets and Sales Manager at First Madison Mortgage, Brad’s department’s successes contributed to First Madison’s inclusion in Inc. Magazine’s 5000 Fastest Growing Companies List in 2006. Brad earned a B.S. in International Economics from the University of Wisconsin-Madison and, while earning his Masters of Science in Finance from American University, was the Portfolio Manager of the Student Managed Endowment Fund.
These experiences give Brad the expertise needed to work with the wide range of clients Sherman Wealth services. Brad knows and in most cases has experienced the issues that many face, whether it’s paying off student debt, saving up to buy a house, getting started planning for retirement, starting a family and more.
Brad lives in Rockville, Maryland, where he grew up and has lived all his life. He has a very strong connection in the community, where he regularly participates in a variety of organizations including the Jewish Federation of Greater Washington, The Rockville Chamber of Commerce, and serving as the treasurer on the board of The Silicon Alley Foundation. He enjoys football, both fantasy and real; baseball, especially his beloved Nats; and spending time with his two children.
Dan McKenna, Associate
As an associate for Sherman Wealth, Dan works on a wide variety of duties including improving both client and non-client communication through marketing, analyzing portfolios to ensure maximum efficiency, and researching new innovations in the industry to keep the firm ahead of the curve.
Currently a CFA Level II Candidate, Dan recently graduated from American University with a Masters in Finance. While a graduate student, Dan was the Fund Manager of the Student Managed Investment Fund and a teaching assistant for corporate finance. He enjoys many aspects of the business, including marketing, finance, operations, and management — but mostly, he just enjoys working with people and organizations to help them achieve their full potential. As a Ravenclaw, Dan is enthusiastic about learning and believes that our role as a student is never complete. That is why he is committed to keeping Sherman Wealth at the forefront of thought leadership.
As a Dana Research Scholar at Muhlenberg College, he spent time studying both behavioral finance and utilizing financial instruments to solve wealth inequality. He was honored to receive the Kyle M. Larsson Memorial Award in Business and Economics in addition to the Student Government Achievement Award for his innovative contributions and leadership to his alma mater. Outside of finance, Dan is passionate about theatre and his a cappella group, the Muhlenberg Dynamics.