Sherv is a comprehensive financial planner, helping clients maneuver the complex landscape of their financial lives while bringing clarity & direction to their plans. His goal is to aid all clients to take control of their future, and educate them to understand the real life implications that their planning decisions will have on them/their family’s balance sheet, feelings, and lives.
As a former owner of a successful painting business, Sherv has spent his entire life building relationships and serving others. He built his business from the ground up through knocking on doors, putting out flyers, and ground marketing all across MA, eventually scaling to 4 locations across the state with 40+ individuals working with him. He has seen first hand the challenges business owners face when it comes to planning around their/the business’s finances, and with that came the passion to continue serving people however in a completely different way. While transitioning out of the contracting world, Sherv studied the industry and obtained all of his necessary industry licenses to begin his financial planning practice.
Sherv is a CERTIFIED FINANCIAL PLANNER® and Wealth Management Advisor, holding his SIE, Series 63, Series 7, and Life/Disability/Long-Term Care Insurance licenses.
Outside of work, Sherv is a competitive powerlifter - his goal is to win a national championship and one day compete on a world stage. In his free time he also enjoys being outdoors, cooking & grilling with friends, playing the violin, and watching his Celtics and Patriots play.