Brian Sherman

Brian Sherman is an experienced tax and financial professional with a diverse background spanning over two decades. Currently serving as a Tax Coach at My Secure Advantage since January 2023, Brian also holds the position of Managing Member at Sherman and Associates, LLC, and Owner of Brian Sherman's Tax and Accounting since their respective inceptions. Previous roles include Consultant at TAPFIN-ManpowerGroup Solutions, Vice President at Citi, Financial Representative as an Independent Tax and Financial Services Professional, and Part-time CFO at Jamie Rocks. Notable achievements include doubling tax return volume at Jackson Hewitt and managing advanced market programs at AXA Advisors. Brian holds a BS in Finance from Monmouth University and a Certificate in Financial Planning and Services from the College for Financial Planning, complemented by a Life & Health Insurance qualification. Expertise includes tax research, financial planning, and strategic operational management.