About Us

Adam assumed leadership in September 2023, embarking on a comprehensive rebranding to enhance its market presence. Overseeing $1.1 billion in assets, Sherman Portfolios is recognized for its pioneering tactical model offerings, including more than 50 Advance and Protect™ portfolios, driven by patented research and cutting-edge strategies. SPL is committed to donating 51% of its net income to charities that promote the Gospel, reinforcing its dedication to transformative community impact. Previously, as President of a leading automotive components manufacturer, Adam tripled top-line revenue and quadrupled net income. He established key partnerships with industry giants like John Deere and Winnebago, boosting the company to a 25% net profit margin and elevating its global brand recognition. As Managing Director of a national digital bank, Adam orchestrated the launch of 22 financial centers and two call centers, spearheading client service and sales for an award-winning online fintech brand that achieved $4 billion in deposits in its first year. Before this, he directed retail branch banking across the Los Angeles Metro area, a critical financial hub in the US. Adam and his wife Jennifer founded Kingdom Mindset Investing (KMI) in January 2024, a brand that champions a balanced approach to stewardship and investing aligned with biblical principles.

Tom brings his experience in digital marketing where in his previous organization, grew consumer web revenue by almost 700% in 4 years and saw an impressive 85 million impressions across digital marketing channels in a single year. Tom graduated from Trinity International University with his BA in Philosophy, Summa Cum Laude.

Graduating from Southern Illinois University in 1993 with a degree in Biology and a strong emphasis in Management Statistics, Tony embarked on a diverse career journey. Initially working as a Margin Clerk at A.G. Edwards, he transitioned into a 25-year career in public safety as a firefighter/paramedic in St. Louis County, where the profession inherently integrates risk management. Throughout his tenure, he applied his financial market interest by serving on the department's Pension Board and acquiring his Series 65 license. In 2013, Tony collaborated with Bill Sherman and operated as an independent contractor on special projects until the acquisition by Pinkerton Retirement Specialists. Holding a Chartered Market Technician (CMT) level 1 certification, Tony actively engages in the market technician community. Currently serving as the Director of Research at SPL, he is dedicated to enhancing existing tools and fostering growth. Celebrating 25 years of marriage to his wife Kathryn, Tony's cherished pastime involves jetboating with his four children whenever possible.

Steve has a long history in the computer industry working on several high-end computer processors for companies that include Hewlett Packard, Intel, and AMD. Now, as Director of Product Design at Sherman Portfolios, he is designing tools to make financial advisors lives easier. When not working at his computer, he enjoys water skiing, mountain biking, and music.

Sam leads with tenacity and curiosity, focusing on training, onboarding, business development, and top-notch service. With a business degree from Liberty University and experience at another successful RIA, he excels in crafting creative solutions for each advisor. In 2023, Sam led the business development to grow Sherman’s Starship TAMP to $100 million in AUM in the first year after launch. Outside of work, Sam enjoys the outdoors, cooking, music, and art, and has released two vocal albums and created artistic glass etchings showcased in the Idaho Wildlife Museum and custom homes. Guided by values of transparency, curiosity, and tenacity, Sam ensures every interaction is rooted in integrity and excellence, making a positive impact in both his professional and personal endeavors.

Megan Ballard serves as the Financial Controller at Sherman Portfolios, overseeing all aspects of financial operations, including accounting, billing, reporting, and forecasting. She values approaching her work with kindness, compassion, and a commitment to excellence in quality. Megan began her journey into the world of finance in 2022 as a bookkeeper and joined Sherman Portfolios as an Accounting Associate in 2023. Her work supports company-wide initiatives including budgeting, expense oversight, and strategic goal setting. Outside of Sherman, Megan enjoys hiking, playing frisbee golf with her family, and exploring new places. Her most meaningful travel experience was spent volunteering in Huehuetenango, Guatemala—an adventure that deepened her love for connection and exploration.