Zachary Sherman

As a Paraplanner, Zach Sherman plays a key role in supporting the advisory team by developing and refining comprehensive financial plans. He collaborates closely with advisors to analyze client data, prepare planning recommendations, and ensure each client receives thoughtful, well-structured guidance tailored to their goals. Zach is committed to creating a smooth and engaging planning experience, helping clients feel informed and confident at every step.

Before stepping into his current role, Zach served as a Private Wealth Associate, supporting the advisors and operations team. His background also includes work as a Relationship Specialist supporting personal and small business clients, as well as experience as a Financial Planning Analyst focused on building personalized financial plans.

Zach is a graduate of the University of Iowa’s Tippie College of Business, where he earned a BBA in Marketing Management. He holds the FINRA SIE, Series 6, Series 63 licenses, and is an Illinois Life Insurance Producer.

Outside of work, Zach enjoys playing soccer and basketball, discovering new restaurants and concert venues, and spending time along Chicago’s lakefront.

What does legacy mean to you?

For Zach, legacy means leaving a lasting impact that goes beyond monetary value — “creating something meaningful that becomes larger than oneself.”