Sherwin Group

Sherwin Group

The Sherwin Group in St. Peter, Minnesota, is the solo practice of financial advisor Michelle L. Amundson. She acquired the firm upon the retirement of founder Dan Sherwin in 2012, building her practice on the relationships and trust she had formed since starting her career in the investment and insurance industry in 2006. Amundson holds Series 7 and 66 licenses along with Minnesota Life and Health Insurance licenses, and operates with full independence, which she cites as granting access to an unlimited offering of financial solutions. Amundson constructs personalized portfolios and financial plans that address cash-flow management, retirement planning, education funding, and family wealth transfer. The practice does not publish a portfolio composition or asset-class breakdown. Its investment approach is described as strategy-focused, grounded in Amundson's personal research into economic trends, and attentive to costs and consistency in down or turbulent markets. Clients are served on an individualized basis. As a single-advisor firm, The Sherwin Group does not maintain a team of analysts or additional offices. The practice operates from a small office in St. Peter, Minnesota, serving clients by appointment alongside scheduled weekday hours. The firm's scale, measured by professional headcount, is one. Structurally, The Sherwin Group is a sole-proprietor independent advisory practice rather than an ensemble or institution. There is no succession plan, family office division, philanthropic vehicle, or co-investment club disclosed. Amundson's ownership of the firm, combined with her independent advisor status, creates an advice model where product selection is unconstrained by corporate investment menus.