About Us

TIM SHERER

President and Principal

P: (408) 984-7526
F: (408) 984-7523

tsherer@sherergroup.com

Tim Sherer has been in the financial services industry since 1970, providing the finest service and advice to his clients.  He received his bachelor’s degree in business from Ohio University, graduating with Honors (Cum Laude), and his MBA from Santa Clara University.  Continuing his career-related education, he has earned the professional designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).  Tim is CEO of The Sherer Group, LLC in San Jose, California.  Tim was also founder and CEO of an internet start-up, Extracents, Inc.

Demonstrating a seasoned understanding in meeting the needs of high net-worth individuals, successful professionals, retirees and business owners of both private firms and public corporations, Tim’s focus is on retirement, estate planning, executive benefits and charitable planning.

In the past Tim was President of the Silicon Valley Association of Insurance and Financial Advisors.  He has also achieved membership status in the Honor Roll of the Million Dollar Round Table (MDRT), an international consortium of the top 5% of the world’s insurance producers and financial planners.  Only 5% attain Honor Roll ranking.  He is a member of the American College’s Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) associations.  Tim has been a featured speaker at the MDRT’s annual international meeting, a keynote speaker at various other forums, penned numerous financial articles and acted as moderator of business courses for the Life Underwriters Training Council and the National Association of Financial Services Professionals.  You may view Tim’s Company website at: www.thesherergroup.com.

Tim is an active member of The Los Gatos Morning Rotary Club Board of Directors, Chairman of the Rotary Foundation Annual Giving and Advisory Council Member of Rotary Rotacare San Jose Free Health Clinic, as well as a past member of the Business Alliance Team of the Saratoga Education Foundation and a Charter Club President of the San Jose Active 20-30 International Service Club, and a prior Board member of Saratoga Little League.  He has coached baseball and basketball for many years.  In his leisure, Tim is an avid fly fisherman and skier and enjoys motorcycle and dirt-bike riding.  He and his wife Theresa have one son, Ryan.  They currently reside in Los Gatos, California. Tim holds FINRA Series 1, 7, 24, 63 and  65 licenses.

RYAN SHERER

Partner and Financial Advisor

P: (408) 984-7526
F: (408) 984-7523

rsherer@sherergroup.com

Ryan Sherer grew up here in the beautiful Bay Area. In doing so, he learned throughout life that the key to a successful financial advisor is earning a client’s trust by providing knowledgeable and holistic personal advice.  Using a tailored approach, Ryan will work diligently to outperform expectations moving forward and ultimately, customize a portfolio to address individual financial goals.

Shortly after graduation from Saratoga H.S., Ryan accepted an academic scholarship to Pace University in New York City, obtaining a B.B.A. with a concentration in Entrepreneurship.

Ryan has been fortunate to work and learn about different facets of the financial industry throughout his working life.  Since joining the industry in 2006, he has visited an Oil Drilling Operation in upstate New York for an Oil and Gas limited partnership, and attended seminars focused on various asset classes such as: REITs, Mutual Funds, and ETFs.  Prior to his current position, Ryan worked on Wall Street with a team of seasoned equity analysts.

As he forges a relationship moving forward, Ryan will leverage not only his experience, but the resources at SANDLAPPER Securities, LLC to pursue comprehensive strategies for his clients. Ryan holds FINRA Series 7 and 66 licenses.

TERI SHERER

Client Relationship Manager

P: (408) 984-7526
F: (408) 984-7523

terisherer@sherergroup.com

KELLIE CROWLEY

New Business Coordinator

P: (408) 984-7526
F: (408) 984-7523

kcrawley@sherergroup.com