Peggy Sherman (CFP®)

Peggy Sherman focuses in the
following client markets or areas of practice:

Business Owners

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Peggy joined Briaud Financial Advisors in 2007 after working 10 years with a national financial planning firm providing comprehensive fee-only financial advice. She has also worked in tax accounting and trust services roles.

Peggy is a National Personal Financial Advisors (NAPFA)-Registered Financial Advisor. She serves as a presenter in the organization's Financial Planning Fundamentals education program at national conferences. She has been quoted in industry publications, including Investment News magazine, the Wall Street Journal and Kiplinger's Retirement Report.

Additional Information

Peggy is a graduate of Texas A&M University, where she earned a Bachelor of Business Administration and a Master's Degree in Architecture with directed studies in community/ urban design. She obtained her CERTIFIED FINANCIAL PLANNER ™ certification in 1990.

Much of Peggy's community service revolves around her interest in community development and architecture, her financial expertise, and her faith. Peggy has been involved with Habitat for Humanity for over 20 years. She has also presented and lead financial counseling programs through both church and community organizations.