NextGen Advisor, LLC is a leading provider of comprehensive, objective insurance advice and solutions to clients of fee-only financial advisors. Founded in 2005, the firm serves advisors and their clients throughout the United States.
The principal of NextGen is John Sherman. John and the professionals at NextGen are experts in the areas of life insurance, disability insurance, and long-term care insurance.
John has over thirty years of experience in the financial services industry. He has held leadership roles with several of the country’s leading financial service organizations, including T. Rowe Price, Bank of America and most recently, MetLife. Prior to joining-and then acquiring NextGen-John was an officer at MetLife, responsible for a large portion of the company’s long-term care insurance business. He is considered a national expert in long-term care planning.
Throughout his career, Joh has spoken before many organizations such as the New York Society of Actuaries and the International Society of Certified Employee Benefit Specialists. He has also appeared as an industry expert in publications such as The National Underwriter and Bloomberg News. John has also written and published many continuing education courses in the insurance industry in the areas of life, disability, and long-term care insurance.
John is a graduate of the University of Richmond and holds a B.A. in Economics and Political Science. He and his wife, Patty, are the parents of four sons and they live in Cincinnati, Ohio.