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.
Karissa Kocjancic , Administrative Assistant
Karissa has just under a decade in the financial services industry. She credits any success of hers to her passion for helping others. She started her finance career in 2008 at the cusp of the financial crisis. This greatly shaped her interest in helping those most affected. Eventually she winded up taking her skill set to the secondary market at Freddie Mac which is what brought her to settle down in our area.
Karissa has compassion and empathy for her customers specific needs. She herself has experienced how life changes such a growing family, purchasing a home, and preparing for a spouse to leave work to raise a child can affect a family and solicit proper financial planning.
Karissa believes to succeed in business you must be hard working, have a positive attitude, and have a passion for people. Be optimistic. Do what you say you are going to do and be trustworthy, honest, dependable, focused, and smart.
Karissa grew up in Pennsylvania and hails from a family of entrepreneurs. She has always looked forward to the day in which she could help grow a private local business and focus on clients the way they deserve to be. She couldn’t be more excited about working at Sherman Wealth Management and getting the opportunity to do just that.
In her free time Karissa enjoys spending time with her husband and their 2 year old daughter at their home in Maryland. She is also grateful for the time in which she is able to travel, run, read, and practice yoga.