Broker Check
Tom Sherman

Tom Sherman

Wealth Advisor

Tom brings over thirty years of experience in the financial field working with clients to best manage their taxes, insurance and investment. His goal is to provide the most efficient interactions of all three of these areas.


Tom has degrees in Biology and Economics from Wake Forest University and University of Mary Washington. Tom has taught numerous tax courses.


The father of four children, Tom enjoys all sports—playing, watching, umpiring and has coached over 100 teams. In his spare time Tom loves to play hockey and enjoys traveling with his wife Linda. Originally from Buffalo, New York, Tom and Linda reside in Fredericksburg.