Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


close

Team photo for Sher Jeshiva Group
Team photo for Sher Jeshiva Group

View Larger


Our advisors

Advisor photo for Glen Sher

Glen Sher

CRPC, AAMS®

Financial Advisor

Managing Director
Learn more about Glen Sher Visit Glen Sher's website

Michael Jeshiva

CRPC

Financial Advisor

Vice President
Learn more about Michael Jeshiva Visit Michael Jeshiva's website


Our team

Kathryn Acer-Richard

Kathryn Acer-Richard

Lead Registered Client Service Associate