My Background so far...
I started my work journey early after being raised by a single-mom whose work ethic and entrepreneurial spirit shaped my perspective. I realize now that I learned the value of persistence, discipline, and resourcefulness from a young age and it's pushed me my whole career.
I took on any job that would advance me from one thing to the next — selling women’s shoes, cell phones, and second mortgages — learning along the way that leadership is forged in action, not just theory. By 31, I had become a Managing Director at a regional bank owned by a global financial institution, leading digital banking transformation, financial center expansion, and national acquisitions.
My approach to business has always been rooted in rigor, systems, and in-depth financial analysis —something further reinforced through my time at Pacific Coast Banking School at the University of Washington, where my expertise in strategic leadership, risk management, and financial oversight was refined.
At 36, my family and I embarked on a whole new adventure after I transitioned into the automotive aftermarket industry, taking on the role of COO and later President of a suspension manufacturing company. Over several years of leading the company, we tripled revenue and net profits quadrupled, while securing partnerships with Winnebago, Airstream, John Deere, Thor, and Tiffin. My focus on brand positioning, operational efficiency, and direct-to-consumer expansion helped establish the company as a trusted leader in its industry.
After a successful journey at the suspension company, I transitioned to the investment advisory industry. I now serve as President & CEO of Sherman Portfolios (SPL) — a Registered Investment Advisor serving hundreds of financial advisors across the US. In the first 18 months leading SPL, the firm grew assets under management (AUM) from $86M to $865M, underwent strategic rebrand and operational overhaul, and was awarded its first patent.
Together with my amazing wife, Jen, we launched the Kingdom Mindset Investing (KMI) family of companies with the belief that businesses should be more than just profitable — they should be purpose-driven, resilient, and built to create lasting impact.
I am driven by purpose, family, and leadership, and I seek to honor my Creator while building a life centered on the things that matter most. We live in North Idaho with our 3 incredible — homeschooled by Jen — as we continue to build a foundation of faith, curiosity, and lifelong learning.