From Dreams… To Goals… To Flexibility… To Confidence

Sherman was raised on a family farm near Huron.  A graduate of Huron High School, Sherman holds a Bachelor of Science degree in Economics from South Dakota State University.  Following graduation in 1992, Sherman began his financial career as an Investment Broker with A.G. Edwards and Sons, Inc.  He became Co-Branch Manager in 2002 and continues to serve as Branch Manager.

Sherman’s client relationships feature investment planning and reviews as needed to help meet goals today and into the future.   His focus is to provide a well-rounded, encompassing investment plan for all aspects of life. 

Sherman became a CERTIFIED FINANCIAL PLANNER™ professional in 2007 and served as a Subject Matter Expert for the Certified Financial Planner Board of Standards, Inc. in Washington, DC.  He is also active in many community organizations.

Sherman and his wife, Deena, enjoy spending time with their 5 children: Reagan, Connor, Trent, Bree and Brynn and their grandchildren.

Steve grew up in Aberdeen, SD and received a bachelor’s degree in Business Administration from Northern State University, Steve began his career as a Financial Advisor over 30 years ago and retains his CERTIFIED FINANCIAL PROFESSIONAL™ certification. 

Through a long-term investment approach, Steve helps simplify what can be an intimidating process.  He guides his clients to develop and implement strategies for pursuing their goals.  His pledge is to provide objective, timely financial advice and guidance, paired with the highest level of professional service, assists his clients and their families to build and preserve wealth.

Investing your talents to help your community prosper is everyone’s responsibility, Steve is currently President of the Huron Community Foundation, Forward Huron and Huron Parks & Recreation Department.  He is past president of the Huron Chamber of Commerce, Greater Huron Development Corporation and the Huron University Foundation.

Away from the office, Steve enjoys spending time with wife, Kris, and children, Madisyn, Riley, Payson, and Marrien.  You will find him attending many local sporting events, traveling, hunting or spending time with friends.

 

Born and raised in Huron, Susan refined her solid work ethic at a young age, helping with the family business, the Traveler Motel, in Huron.  Susan entered the financial services industry in 1987 and holds a professional designation as an Accredited Asset Management SpecialistSM,

Attention to detail is the hallmark of Susan’s client relationships.  Susan dedicates herself to work closely with each client to build a plan focused on their specific goals and unique situations, while learning about their families and interests.

Susan’s strong community commitment is evident as a board member for The Huron Area Center for Independence Foundation, The Huron Community Campus and The Salvation Army.

In addition to camping and enjoying time at her Lake Byron cabin, Susan enjoys any time she can spend with her family, including husband, Jim; sons, Ty and Cole (spouse Ashley); and her grandchildren.  She enjoys traveling and attending local events, especially car races.