Zachary Sherman

As a Private Wealth Associate, Zachary Sherman is dedicated to supporting the advisory team and assisting new and existing clients with their accounts. He aims to build meaningful relationships and create a seamless and enriching experience for every client.

Before joining our team, Zachary served as a Relationship Specialist, where he supported personal and small business relationships. He also has experience as a Financial Planning Analyst, contributing to the creation of personalized financial plans. Zachary graduated from the University of Iowa's Tippie College of Business with a BBA in Marketing Management. He holds several professional licenses, including FINRA SIE, Series 6, Series 63, and is an Illinois Life Insurance Producer.

In his spare time, Zachary enjoys playing soccer and basketball, exploring new restaurants and concert venues, and spending time at the lakefront.

What does legacy mean to you?

For Zachary, legacy means leaving a lasting impact that transcends monetary value, creating something larger than oneself.