My Approach

Why Do We Do What We Do

I know the amount of stress that people can have regarding financial decisions. I have a passion for helping people reduce that stress and feel confident that they are making sound financial decisions.

What We Do

As a Christian financial advisor, I draw on biblical principles to provide financial and investment advice.

How We Do What We Do

I start by listening so that we can identify and prioritize your financial issues. Then I use my financial knowledge and experience to help you address those issues one at a time.

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Disclosure: Ameriprise Financial provides financial services without regard to religious affiliations or cultural background.

Interests

  • My wife and I are very active at First Baptist Church of Hallsville.
  • We try to get involved with all the activities that our three children participate in.
  • We enjoy traveling, outdoor activities, cooking and spending time together on our back porch.

Community Participation

Treasurer for the Hallsville ISD Education Foundation

Stewardship Committee at First Baptist Church of Hallsville

Coach for Hallsville Girls Softball Association

Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances
  • Investments
  • Estate Planning Strategies
  • Saving for Education

Experience

16
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Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning CounselorSM, College for Financial Planning
  • ChFC® Chartered Financial Consultant, The American College
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Professional Associations

  • Financial Planning Association
  • Kingdom Advisors
  • Christian Franchise Advisor Network

Files for Download

My Videos

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    Introduction Video

    Video intruducing Shane Sherwood

    (1:57)

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    Ameriprise Introduction

    Tommy Lee Jones shares the founding story of Ameriprise and its history of putting clients first.

    (1:39)

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    Our Confident Retirement® approach

    A way to look at retirement planning, step by step.

    (4:18)

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    Total View: Your complete financial...

    View your accounts from other financial institutions in one secure place.

    (1:53)

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    The secure site on ameriprise.com

    Watch our video for an introduction to the secure site and learn more about working with your advisor online.

    (1:45)

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My PhotosShow Thumbnails

Gulf Shores, AL Summer 2015
Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.