Cheryl Lim, Customer Success Manager at a Tech Firm

Sherman and I met during our Freshman Orientation Camp in 2017 and immediately became friends!

To be honest, you can tell when a consultant is just recommending a certain product because it gives them more commission versus when a consultant is recommending you something out of the goodness of his heart. For Sherman, he puts in his 100% in researching the best and tailoring his services to my specific need. Not only do I wholeheartedly trust his knowledge, but his character as well. I can ask him anything and know that even if he doesn't know the answer, he'll immediately put in the effort to find it out for me and relay it to me as best as he can.  

The sole reason why I chose Sherman as my wealth management consultant is the fact that I trust his character 100%. Having been his friend for over 4 years now and witnessing the way he lives his life and treats other people, I know that he’s the kindest, most earnest and sincere person out there and he’s in this industry because of his genuine desire to help other people. 

I used to be completely ignorant about my insurance policies - but because of Sherman, I now have it all in place and I know exactly what I'm covered for. Plus, I don't even have to think too much about how to distribute my monthly income now that I'm working - Questions like "Am I saving enough?" "Am I saving too much?" "Am I distributing my income correctly?" are no longer existent!

Sherman is a patient person - he is simply here to help you figure things out, and ensures that you feel comfortable with any decisions being made.