Paraplanner, The Sher Group
Gorge has been a member of The Sher Group team since mid-2012. He understands his duty goes beyond the numbers and investing as he helps clients understand their current financial situation and plan for their future.
He assists with investment research, portfolio allocation and rebalancing; coordinates the preparation of client financial plans and quarterly reviews; and provides a wide range of client services. Gorge also manages the setup, maintenance and reporting of all client accounts, including execution of non-discretionary trading. He holds FINRA Series 7 & 63 licenses.
Gorge earned a Bachelor’s Degree from University of Virginia (Major: Religious Studies, Minor: Economics) and a Master’s Degree from Washington University in St. Louis (Finance).
Having researched and invested in mutual funds since his teen years as well as wanting to help others navigate life’s choices and attain their goals, Gorge decided on a career in financial services while pursuing his Master’s Degree.
And on the personal side….
Gorge is an avid reader who has a passion for learning. He is a former wrestler who follows high school and collegiate (especially Penn State) wrestling closely, attending several events a year. St. Louis Cardinals baseball is a more-recently acquired pastime. Gorge also likes to travel with friends and spend time with his family.
We employ additional resources so Our Team may focus on client services and the challenging technical issues requiring our training, background and expertise. Functions we have outsourced to other United States companies in Seattle and Washougal, Washington as well as Fairfield, Iowa are:
Compliance and Supervision of All Activities
- Client Accounting and Reporting Back Office Services
- Clerical / Administrative Back Office
Cambridge Investment Research
- Compliance and supervision
- Paperwork preparation
- Communications and website administration
Envestnet / Tamarac
- Account aggregation for all asset custodians
- Daily client accounting, consolidation and internet reporting
- Integrated portfolio monitoring and management
- Performance reporting
- Practice management tools
Make It a Great Day
- Website implementation and maintenance
Return to "Meet the Team."