About Hilary

 
 
 
 
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Hi! I'm Hilary.

I’m a Certified Financial Planner (CFP), entrepreneur, woman, wife, mother, and friend committed to helping you remove money blocks wherever I find them, grow your financial wealth, and champion you to financial freedom.

I’ve been where you are. Despite being a hard worker and a high earner, I created inauthentic financial patterns and faced painful financial results. I spent myself right out of my resources. But I took that struggle and I used it to succeed. I have devoted my career to using that former pain to transform money behaviors. I have done this in my own life and, as your financial advisor, I can do it for you as well. Think of it as your financial transformation.

As a woman, it can be tough to know who to trust when it comes to getting real about money.

Ideally, you’ll find a financial advisor you connect with on a personal level. Even more, you want a truth-teller, and strategic thinker, someone who has the resources to ensure all your questions are answered… both those you have now and those you’ve not yet thought to ask.

I’m not your father’s financial advisor — I’m yours.

I believe in meeting you where you are, witnessing your transformation, and making sure you have the financial plan you need to live the life of your dreams. I’d love to learn more about you and your financial goals.

If you’ve been thinking about partnering with a financial advisor to achieve what’s important to you, let’s start a more meaningful conversation about your wealth!

 
 

 
 

About Hilary Hendershott
Wealth Management

 
 
 
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Hilary Hendershott Wealth Management, the leading financial advisory firm for women, was founded by Hilary Hendershott, a fiduciary financial advisor and Certified Financial Planner in the industry since 1999. The firm has also earned the NAPFA Seal, a 3rd party objective approval of our fiduciary status. Ignite Investing is the newest investment program from Hilary Hendershott Wealth Management (HHWM). With Ignite Investing, your relationship is with the HHWM advisory team who will be guiding you toward achieving your financial goals, answering your financial questions, and taking care of needs related to your investment accounts. HHWM makes available (through our relationships as a financial advisory firm), the investment and technology solutions you will be using in growing your wealth.  

 

 
 

The Team

 
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Hi! I'm Jen.

I studied Economics and Finance and minored in Accounting at Bethel College, where I was the first female to graduate with that degree. I’m a woman, wife, mother, and friend committed to helping you achieve the financial freedom you desire!

Jen is an Associate Financial Advisor. She's been in the industry since 2005, and joined Hilary Hendershott Wealth Management in 2017.

She knew this was the career path for her at a young age after observing the different outcomes loved ones faced as a result of their financial decisions.

She is responsible for enhancing the client’s experience through ongoing contact with the client as well as data gathering and analysis, development of financial planning, implementation and portfolio management.

Jen's passion is empowering you to have the tools and resources needed to build and grow your wealth. 

Besides spending time with her family, some of her interests are community service with church and other local organizations, camping, roller coasters, wine tasting, and hosting gatherings for friends and family.

She is our Ignite Investing Champion, and your advocate.

 
 

About our investment committee

 
 
 
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Your money is your livelihood. Your future. Your children’s future. Do you really want it managed based on subjective filters or hype?

I didn’t think so.

At HHWM, we rely on best-in-class investment research and economic theory to drive our investment approach, portfolio construction, and asset allocation. For that reason, our client portfolios are continuously reviewed by Loring Ward’s world class Investment Committee, including Nobel Prize Winner Harry Markowitz.

Loring Ward manages more than $13.5 billion in investor savings and their Investment Committee brings with it more than 100 years of industry experience. I have proudly partnered with Loring Ward to ensure your investments continually meet your future needs and create a better wealth experience for you.

 

Our firm’s Investment Committee includes these noted academics and finance professionals:

Harry M. Markowitz, Ph.D.
A Nobel Prize Winner for his work on portfolio selection, Dr. Markowitz is a professor of finance in the Rady School of Management at UC San Diego. He received his PhD in Economics from the University of Chicago and is considered the father of modern portfolio theory.

Meir Statman, Ph.D.
The Glenn Klimek Professor of Finance at the Leavey School of Business at Santa Clara University, Dr. Statman’s research has been published in the Journal of Finance, Financial Analysts Journal, Journal of Portfolio Management, and many others.

Alex Potts
President & Chief Executive Officer
Alex is the President and CEO of Loring Ward Group Inc. and of the SA Funds – Investment Trust. Previously, he was the Chief Operating Officer of LWI Financial Inc. Potts earned a Bachelor of Science Degree in Economics from Santa Clara University.

John T. Scruggs, PhD
Vice President of Research
John is responsible for conducting original research and employing insights from financial research to serve Loring Ward advisors and clients. Dr. Scruggs received his PhD and MBA from the University of Washington, and his Bachelor of Science degree from the United States Naval Academy.

Sheldon P. McFarland
Vice President, Portfolio Strategy & Research
Sheldon‘s responsibilities include management of the Portfolio Strategy Group, oversight of the Investment Planning Center, and development of tools to support Advisors. He earned his MBA from Santa Clara University and a Bachelor of Science in Business Management from BYU.

Matthew J. Carvalho, CFA, CFP®
Director, Investment Research
Matthew communicates the firm’s investment philosophy directly to Advisors and clients. He holds a Bachelor of Science degree in Finance from University of the Pacific, and earned his Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations.

 

WE want to help you create the investment plan that will see you through to leaving the legacy you imagine with the wealth you earn, grow, and invest.

 
 
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