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!

My career started in the banking industry, which quickly turned into a love of helping clients reach their financial goals. I spent the past 10 years doing financial planning with clients on their road to financial freedom. This is incredibly fulfilling to me.

I am a California native, and have lived in the Bay Area, Southern California and Sacramento. Most recently, as our eldest daughter went off to college at UCLA, we decided it was time to relocate to the beautiful Central Coast.

On any given weekend, you might find me hiking, wine tasting, walking along the beach or kayaking in Avila Bay. I find joy in all of the new adventures in this part of California…except for the stinging jellyfish, ouch!

I have been with Hendershott Wealth Management℠ since its inception in 2014, and am proud of the work we do with our clients. As the Financial Advisor for the Ignite Investing® program, I work with clients who are actively growing their retirement accounts, and want to ignite their financial future. The time I spend with clients is the best part of what I do!

With one child in college and two more headed that direction, I know the challenges that growing families face. Mortgage payments, saving for college and retirement, investing in yourself, and everything life throws our way can be overwhelming. Encouraging and motivating clients, celebrating successes and building trusted relationships along the way is why I become a Financial Advisor.

anything is possible when you have the power to achieve what you truly want!

Before joining Hendershott Wealth Management in 2017, I spent 12 years serving with an independent wealth management firm in Indiana. What I love more than anything else about my role is that I get to work with clients.

Can I share a secret? I’m an analytics aficionado (read: numbers nerd), which means I love how numbers can work to make your money go further. It’s one thing to imagine the life you want, but it means that much more when you have the numbers to back it up.

That’s where my education and experience give me a unique perspective. I was the first woman to graduate from Bethel College with my particular degree in Economics and Finance with a minor in Accounting. This also seemed to be the future for me and I’ve wanted to be a conduit for positive financial outcomes in people’s lives for as long as I can remember.

With Hendershott Wealth Management℠, I can focus my expertise on our collaborative coaching and financial planning. This is my chance to help numbers be fun and fulfilling – and also enormously impactful – for everyone.

My passion is uncovering the path to financial success and seeing the plans become reality and transform lives.

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 HWM, 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 Buckingham Strategic Partner’s (formerly Loring Ward) world class Investment Committee.

Buckingham manages more than $35.7 billion in investor savings and their Investment Committee brings with it more than 100 years of industry experience. I have proudly partnered with Buckingham to ensure your investments continually meet your future needs and create a better wealth experience for you.

Your Investment Committee includes these noted academics and finance professionals:

Kevin Grogan, CFA, CFP®
Chief Investment Officer
Kevin analyzes the latest research in investment and finance to draw practical applications and apply findings to help clients improve the structure of their portfolios and achieve their goals. He has co-authored two books about investing and holds an MBA from Saint Louis University and a Bachelor of Science degree in Finance from Missouri State University in Springfield, and earned his Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations.

Jared Kizer, CFA
Head of Investment Reasearch
Jared evaluates findings from academic research and applies that learning to develop investment strategy recommendations. He collaborates daily with advisors and clients, helping investors better understand the complicated concepts that can have a tangible effect on their financial lives. Jared holds a master’s degree in finance from Washington University in St. Louis.

Larry Swedroe
Head of Financial and Economic Research
As Head of Financial and Economic Research for Buckingham, Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes and uses the result to inform the firm’s formal investment strategy recommendations. Larry has authored or co-authored over a dozen books and is regularly published on Advisor Perspectives. He holds an MBA in finance and investment from New York University and a bachelor’s degree in finance from Baruch College in New York.

Jonathan Scheid, CFA, AIF®
Managing Director of Advisory Solutions
Jonathan is responsible for developing and implementing wealth management services and solutions for our advisors and their clients. He received his Bachelor’s of Science in commerce, with an emphasis in finance, and a minor in computer engineering from Santa Clara University. Jonathan has also earned his Chartered Financial Analyst (CFA) and Accredited Investment Fiduciary® designations.

Sheldon P. McFarland
Director, Investment Strategy
Sheldon manages the Portfolio Strategy Group, oversees of the Investment Planning Center, and develops tools to support advisors. He earned his MBA from Santa Clara University and a Bachelor of Science in Business Management from Brigham Young University.

Tim Jost, CFA
Institutional Advisor
Tim is responsible for the day-to-day management of institutional portfolios, providing customized analysis and supporting all of Buckingham’s institutional clients in addition to advising clients. He holds a master’s degree in business administration from Southern Methodist University and a bachelor’s degree in business administration from Saint Louis University. Tim currently holds the Chartered Financial Analyst designation. 

Brian Haywood
Investment Strategy Advisor
Brian spends his time customizing portfolios and upholding their fiduciary responsibility by doing what’s in the best interest of each client. Brian holds a bachelor’s degree from Saint Louis University.

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.