Investment Management

"In my experience, all successful long-term investors are continuously acting on a plan.  All the failed investors I’ve ever encountered up close were reacting to current events."

Nick Murray

Investing can at times seem overwhelming and daunting.  If you examine your own life, you'll find that it is often the simple things that have proven to be the most successful. Investing is no different. However, it is easy to have your attention drawn to the wrong issues. So many outlets for financial advice with so many differing opinions from so called experts:  the noise can derail your journey. 

A proactive, disciplined investment process is imperative to ensuring you capture market returns over the course of your lifetime.

Our Standard of Care

CFN Investment Team

Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, provides us access to a team of investment research specialists who assist us in our efforts to provide you with the best possible service. Each of the professionals on this team brings a breadth of experience in the industry and within his or her own specialization.

Brad McMillan

Managing Principal & Chief Financial Officer

Brian Price

Senior VP, Investment Management & Research

Peter Essele

Vice President, Investment Management & Research

Chad LaFauci

Vice President, Alternative Investments

Jim McAllister

Director, Equity Research

Brian McCormick

Manager, Investment Management & Research

Fred DeBaets

Portfolio Manager, Investment Management & Research

Chris Fasciano

Portfolio Manager, Investment Management & Research

Andrew Kitchings

Portfolio Manager, Investment Management & Research

Anu Gaggar

Senior Research Analyst, Equity

Robert Kane

Senior Research Analyst,      Alternatives

Nathan Parker

Senior Research Analyst, Real Assets

NestEgg MasterClasses

At Sherrill Wealth Management we believe in lifelong learning.

Retirement provides a great opportunity to explore, learn and grow.

Join us for a fun and educational event

About the Author

Welcome! I have spent my entire 25 year career helping affluent families live off and enhance their nest-eggs throughout their retirement. Much of my experience was spent as a Wealth Manager and Team Leader at a couple of the largest and most reputable firms in the nation. I greatly appreciate all I learned in those formative years but ultimately I decided I wanted to have less clients, deeper relationships, and better work-life balance than a pure profit motivated institution is able to handle.