
Loren Sherman
Founder & Financial Advisor
CFP® RICP® AIF® CRC® CKA® WMCP®
Executive Assistant
Kalilah steps in to help with anything and everything outside of client meetings. She helps run our monthly Service Calendar and makes sure nothing falls through the cracks.

“I want to be an inspiration for greatness for that one child that feels there is no one to talk to or who feels misunderstood.”
Kalilah O’GwinExecutive AssistantKalilah is a skilled professional who steps in to help with anything and everything outside of client meetings. She helps run our monthly Service Calendar and makes sure nothing falls through the cracks.
Her organization and communication skills help us deliver consistent results, while also allowing her to pivot to new tasks when needed.
I focus on bridging the gap amongst team members to solve problems and deliver the highest quality solutions. My college education is a Bachelor of Fine Arts (B.F.A.) focused in Musical Theatre from Howard University.
Everything that we do in some way affects others. One of my biggest desires is to talk to youth—especially young women on a global scale and affect their lives. I want to be an inspiration for greatness for that one child that feels there is no one to talk to or who feels misunderstood. I hope my performances and good deeds positively affect lives.
Kalilah O’GwinBorn in Atlanta, Kalilah began performing at the age of two taking ballet classes and later attended and graduated from Avondale School of Performing Arts High School before being accepted to Howard University, graduating with a Bachelor of Fine Arts Degree.
She also choreographed, directed, and starred in her own student production of Gypsy. She auditioned on Broadway and was cast in an Independent Film, and has also performed with a couple of live bands and was a co-host of an internet R&B radio. Her eagerness to never limit herself coupled with passion and quick wit make Kalilah who she is!
Meet Integrity
A team of financial professionals and specialists, bringing different perspectives to the decisions that matter to you.

Founder & Financial Advisor
CFP® RICP® AIF® CRC® CKA® WMCP®

Investment Management
CFA® CFP®

Client Service Specialist
CFP®

Tax Specialist
ChFC® RTP™ EA

Executive Assistant
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Medicare Plan Review

Individual Health Insurance

Client Service Specialist
CFP® Candidate
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