Brad Shermeto - Louis Plung & Company
Manager

Brad Shermeto, CPA, CFP

Brad Shermeto joined the firm in 2019 after graduating with a bachelors of science in Accounting and a bachelors of science in Finance from Penn State Behrend. In the spring of 2024, Brad reached his goal of obtaining his Certified Financial Planning (CFP) certification.

Areas of Expertise

Tax Consulting & Compliance

Family Office

Closely Held Businesses

Description of Practice

As a Manager, Brad specializes in serving clients in the farming, real estate, and family office sectors. Brad primarily works on taxation of large business entities where he focuses on tax planning and compliance work.

Brad serves as Louis Plung & Company’s firm ambassador for the Pennsylvania Institute of Certified Public Accountants (PICPA). He also represents the firm as a member of the Association for Corporate Growth (ACG) Future Corporate Leaders (FCL) – a group of young professionals working to provide networking and educational opportunities for the under 40 crowd.

Brad attributes his success by always continuing to learn and to treat each client as a top priority. Brad was inspired to pursue a career in accounting to be able to help clients grow their businesses and be a trusted advisor for them.

Raised in Harrison City, Brad currently lives in Moon Township with his wife Juliana, and outside of the office he enjoys hiking, biking, and watching hockey.

Designations

Certified Public Accountant (CPA) – Pennsylvania

Certified Financial Planner (CFP)

Memberships

  • RSM US Alliance – Firm Member
  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • Estate Planning Counsel of Pittsburgh
  • Association for Corporate Growth (ACG) – Future Corporate Leaders (FCL)

Education

Penn State Behrend College
Bachelor of Science in Accounting (2018) and Bachelor of Science in Finance (2018)