portrait of Kelly B Sherman

About Kelly

I have a mission to educate and empower my clients, especially women, regarding their investment options and how their choices will affect their long-term goals. Throughout my life and career, I have watched women struggle with investment decisions because they didn't have the knowledge they needed to feel confident in their decisions.

I inherited my mom's frugal nature and learned many lessons about money from her, but I also watched her wrestle with investment decisions due to her fear of loss. I think if her options had been fully explained and she had more knowledge about her choices, she would...

Focus Areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of RichmondCertificate
  • University of Mary WashingtonBachelor of Arts

Personal Interests

  • Outdoor Enthusiast
  • Animal Rescue
  • Health & Nutrition
  • Home Improvement
  • Pickleball

Team Members

  • Leeann Moses
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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