Mark Sherman
Nerd growing up / hacker. Intern at Cray Research in high school. Boston University grad school in Rome, Italy. Series 7, 65, 63 and other licenses earned at RBC. Currently series 65 only.
Married in 2000. Wife Julie. Several kids. Orthodox Jewish as in Bais Yaakov, Yeshiva, Shomer Shabbos, Daf Yomi, Kitzur etc. Bike4Chai since 2021.
Passions for daily Torah learning, microsoft excel, data, microscopes, nature, fishing.
We meet in person with the family at your home. We examine all documents and catalog all assets. A spreadsheet is produced that shows ON ONE PAGE (usually for the first time) who owns what and who gets what. We will recommend a path forward that takes into account family dynamics. IF you choose we will then begin billing based on assets once they are transferred in. If you choose to part ways at any point - that's totally fine. It is always nice to meet new people.
We use Charles Schwab as custodian for client accounts. Many clients set up a donor advised fund. At year end we provide your CPA with a report.
S3 INC. / 5402 Parkdale Drive Suite 100 / Minneapolis, MN 55416 / 612-929-7000
Copyright © 2021 S3, INC. All Rights Reserved.