Our Mission

Provide financial and investment advice to help people feel more confident and in control of their finances.

What We Do

We help our clients answer the questions and make the decisions needed to simplify and balance between living today, planning for the future, and being prepared for uncertainty.

Core Beliefs

The foundation for our advice is a Christian worldview. The perspective is one of stewardship – we are managers, not owners. We believe biblical principles are transcendent, and therefore always relevant.

There are five financial principles we strive to follow. Spend less than earned, give generously, avoid debt use, build margin, and set long term goals. Also, there are five areas of life that are uncertain, have financial implications, and should be prepared for: emergencies, markets and economies, tax environments, health, and longevity.

Having this perspective, following these principles, and preparing for these areas of uncertainty, leads toward feeling more confident and in control of your finances and ultimately having financial peace of mind. This frees you to focus your time and energy on what is most important in your life.

The views expressed here reflect the views of Sherwood Financial as of March 9, 2022. Actual investments or investment decisions made by Ameriprise Financial and its affiliates, whether for its own account or on behalf of clients, will not necessarily reflect the views expressed. This information is not intended to provide investment advice and does not account for individual investor circumstances.


Our advisors

Shane Sherwood, Private Wealth Advisor serving the Longview, TX area - Ameriprise Advisors

Shane Sherwood

CFP®, CRPC®, ChFC®, CKA®

Private Wealth Advisor

Learn more about Shane Sherwood
Cheyenne Summers, Associate Financial Advisor serving the Longview, TX area - Ameriprise Advisors

Cheyenne Summers

Associate Financial Advisor

Learn more about Cheyenne Summers
Cody Blankenship, Associate Financial Advisor serving the Longview, TX area - Ameriprise Advisors

Cody Blankenship

Associate Financial Advisor

Learn more about Cody Blankenship

Our team

Colton Sherwood

Colton Sherwood

Business Development Manager

Qualifications

  • Bachelor of Science in Speech Communication
  • Master of Education in College and University Leadership

Roles & Responsibilities

  • Business Growth
  • Event Planner
  • Marketing
  • Referrals, networking and prospecting
  • Practice Branding
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Melody Treadway

Melody Treadway

Marketing Manager

Qualifications

  • Bachelor of Science in Legal Studies

Roles & Responsibilities

  • Event Planner
  • Marketing
  • Client relations specialist
  • Practice Branding
  • Melody has been with Ameriprise since May 2013
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Julie Pritchett

Julie Pritchett

Operations Manager

Qualifications

  • Series 7 and 63 Licensed
  • TX Life & Health Insurance Licensed
  • B.B.A in Management, University of Texas at Tyler

Roles & Responsibilities

  • Assists with group 401(k) plans
  • Human resources
  • Practice operations
  • Julie has been with Ameriprise since March 2003
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Abbe D Weaver

Abbe D Weaver

Client Service Manager

Qualifications

  • Series 7, 63, and 65 Licensed
  • TX Life & Health Insurance Licensed
  • TX Notary Public

Roles & Responsibilities

  • Client relations
  • Business processing
  • Money movement
  • Security trading
  • Manage financial planning process
  • Abbe has been with Ameriprise since August 2007
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Kelly Tanner

Kelly Tanner

Client Service Coordinator

Roles & Responsibilities

  • Kelly has been with Ameriprise since March 2022
  • Manage financial planning process
  • Money Movement
  • Business Processing
  • Client Relations
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Veronica Carnes

Veronica Carnes

Administrative Assistant

Qualifications

  • TX Notary Public

Roles & Responsibilities

  • Client relations scheduling
  • Meeting preparation
  • Mail handling
  • Check processing
  • Veronica has been with Ameriprise since January 2014
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