VP of Investment Services
Sherwin is an industry expert with more than 15 years of successful experience in the financial industry. Sherwin started as a Financial Advisor with American Express Financial Advisors (Ameriprise) where he acquired his licensing Series 7, 63, 65, Life and Health. He comes to us from the Wealth Advisory Group where he spent the last 5 years as Operations Manager/ Senior Trader.
Sherwin received his B.A. in Organizational Development with a minor in Finance from Spring Arbor University and acquired his MBA from Michigan State University. He is an avid football fan and loves the Wolverines and the Green Bay Packers. In his spare time, he likes to do obstacle course racing and can be found hiking, trail running or cycling. His move to the Pacific Northwest was to close the gap on a long-term, long-distance relationship.
Sherwin has exceptional interpersonal communication skills, provides absolute confidentiality, and uses a combination of analytical and strategic forecasting skills in decision-making. He is an experienced professional who is passionate in identifying new opportunities and maintaining existing relationships. Stop by and see Sherwin at our Olympia Branch located at 1020 5th Avenue SE, Olympia, WA. He will be happy to sit down to learn about you and your financial dreams.