Sterling Wealth Management, Inc.

Sharon Allen is a CFP® professional with over 21 years of experience in financial advising, currently serving at Sterling Wealth Management, Inc. since 2004. She is a board member of the University of Illinois Employees Credit Union and a lecturer at the University of Illinois, where she teaches courses within the Certified Financial Planning curriculum. Allen is also involved in several nonprofit finance and estate planning organizations in the Champaign, IL area. Sterling Wealth Management serves individuals, families, trusts, estates, charitable organizations, business entities, and retirement plans with private wealth management and asset management services. The firm follows an evidence-based, long-term investment approach emphasizing fundamental analysis, diversification, asset allocation, and cost minimization, providing discretionary portfolio management along with consulting and concierge services.

Jenna Woods is a CFP® professional with three years of experience at Sterling Wealth Management, Inc. in Champaign, IL. Prior to her advisory role, she worked at Style & Grace Salon & Day Spa and Stephens Family YMCA. Sterling Wealth Management serves individuals, families, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans with private wealth management and asset management services. The firm employs an evidence-based, long-term investment approach focused on fundamental analysis, global diversification, asset allocation, and cost minimization.

Joshua Kushner is a financial advisor at Sterling Wealth Management, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at CUNA Mutual Group, CUNA Brokerage Services, and Ameriprise Financial Services. Outside of his advisory role, he is the founder and manager of We Vent It, LLC, a vending and ATM service business. Sterling Wealth Management serves individuals, families, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans, offering private wealth management and asset management services. The firm follows an evidence-based, long-term investment philosophy emphasizing fundamental analysis, global diversification, asset allocation, and cost minimization.

Daly Andersson is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. He is currently a Wealth Advisor at Sterling Wealth Management, Inc. in Champaign, IL, where he has worked since 2023. His prior experience includes roles at Sanctuary Advisors, Busey Bank, Busey Investment Services, and Raymond James Financial Services. Andersson is also involved with the University of Illinois as an independent contractor, co-creating and guest lecturing for a course on financial planning specifically addressing challenges and opportunities faced by women. Sterling Wealth Management serves individuals, families, trusts, estates, charitable organizations, business entities, and retirement plans, offering a range of private wealth and asset management services. The firm follows an evidence-based, long-term investment approach emphasizing fundamental analysis, global diversification, and cost minimization, with portfolios typically managed on a discretionary basis.

Seth Elam is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Sterling Wealth Management, Inc. since 2018 and previously held positions at Busey Wealth Management and RSM US LLP. Sterling Wealth Management serves individuals, families, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans with private wealth management and asset management services. The firm follows an evidence-based, long-term investment approach emphasizing fundamental analysis, global diversification, asset allocation, and cost minimization.

Raymon Brown is a CFP® professional with 24 years of experience in financial advisory. He has been with Sterling Wealth Management, Inc. since 2012 and also maintains a role as a director and shareholder at Erwin Martinkus & Cole, Ltd, a law firm specializing in estate planning. Sterling Wealth Management serves individuals, families, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans, providing private wealth management and asset management services. The firm follows an evidence-based, long-term investment philosophy emphasizing fundamental analysis, global diversification, asset allocation, and cost minimization.

David Sun is a financial advisor at Sterling Wealth Management, Inc. in Champaign, IL, holding a Series 65 designation with one year of industry experience. He has been with Sterling Wealth Management since 2014 in various capacities. Sterling Wealth Management serves individuals, families, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans, providing private wealth management and asset management services. The firm follows an evidence-based, long-term investment approach focused on fundamental analysis, global diversification, asset allocation, and cost minimization.

Pablo Jimenez Zamora is a financial advisor at Sterling Wealth Management, Inc. in Champaign, IL, holding a Series 65 designation with one year of industry experience. Prior to joining Sterling Wealth Management, he worked at the University of Illinois at Urbana Champaign, University of Illinois Community Credit Union, and Busey Bank. Sterling Wealth Management serves individuals, families, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans with private wealth management and asset management services. The firm follows an evidence-based, long-term investment philosophy emphasizing fundamental analysis, global diversification, asset allocation, and cost minimization.