The Team

Hendershott Wealth ManagementSM

Meet Our Highly Experienced Team of Financial Advisors

Imagine a financial firm of dedicated, passionate financial advisors. They have an enviable amount of financial education, a track record of impressive results, and a myriad of data-driven resources with real-life stories to guide any financial conversation.

You won’t find a more dedicated and compassionate team of financial advisors.
That’s not wishful thinking – that’s Hendershott Wealth Management – and we’re unapologetically reshaping the financial future of high-net-worth women and couples.
Each of us is passionately committed to serving you better than anyone else in our industry. That’s who we are – and the future is limitless when we get to work with you.

Let’s put some faces and names together, shall we?

(…with a few credentials to match!)

Hilary HendershottSM, MBA, CFP®

Founder
Hi, I’m Hilary HendershottSM, founder of Hendershott Wealth ManagementSM. My story-and my self-confidence-hit rock bottom when I lost my luxury condo to foreclosure, spent all of my money (and then some), and drove my FICO score below 500.
That experience – and the compassion and financial wisdom I learned recovering from it – helped me revitalize how I think and plan for growing wealth in my life. It is infused in who I am as a professional. I now run a leading financial advisory firm for women and couples. With over 20 years of experience as a fee-only fiduciary financial advisor and stock market expert, I’m helping empower women and couples to take control of their financial future.

I started Hendershott Wealth ManagementSM in 2014 where my team and I provide wealth management services for high-net-worth women and couples. I’ve helped women across the U.S. protect and grow their wealth while reducing – or even eliminating – their financial stress. 

This is the part where I tell you I’m also the host of the Love, your Money® podcast where I get to share interviews and insight with actually actionable advice to help you in your financial journey. I’m also a TEDx speaker and regularly featured in the Wall Street Journal, NBC, ABC, FOX, DailyWorth, Forbes, and Investopedia.

I was recognized as a Top 40 Under 40 Entrepreneur in Silicon Valley and Investopedia has named me one of the Top 100 Most Influential Advisors in the US the past six years. After more than 30 television appearances, NBC gave me the nickname “The Investor’s Voice of Reason” as their go-to personal finance expert in Silicon Valley.

While I do have an MBA from Santa Clara University and I’m also a CERTIFIED FINANCIAL PLANNER® professional, my favorite title may be wife and mama. My husband Robert and I adore our daughter Harlyn who recently overcame childhood leukemia. Now she’s living a normal, healthy childhood and we are able to spend time as a family at our homes in California and the beautiful island of Puerto Rico. We’re loving life and see a bright future where we see people prospering, the world is thriving, and financial freedom is everywhere.

Jen Rupp, CFP®

Financial Advisor

Hi, I’m Jen, and I’m a Financial Advisor, CERTIFIED FINANCIAL PLANNER® professional, wife, mother, and friend. 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 number 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 ManagementSM, 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.

Alyssa Hause, CFP®

Ignite Investing® Financial Advisor

Hi, I’m Alyssa, and I’m a CERTIFIED FINANCIAL PLANNER® professional, wife and mother of three. 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 ManagementSM 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!

Amy Hamer

Chief of Staff
Hi, I’m Amy, and if you told me I would get to help lead a team of incredible women who are some of the top financial professionals in the United States, I’d have thought I was dreaming. That’s until I met Hilary Hendershott. What drew me to this opportunity is how a relatively small team can be doing so much good for women, couples, and business owners.
Our team truly believes in what we get to do – and we love making a difference! The authenticity and genuineness for our clients and each other keep inspiring me to be better every day. Before joining Hendershott Wealth ManagementSM, I served as Chief of Staff at Coastal Wealth for 12 years helping lead a team of over 200 financial advisors. I graduated from the University of North Florida with my business degree (emphasis in finance).

When I’m not busy helping take HWM to the next level, I love spending time on the beach, being with my family, traveling, and playing with our Great Dane named Rivi.

Sue Berlier, CFP®

Client Service Associate

Hi, I’m Sue, and I’m a Client Service Associate, CERTIFIED FINANCIAL PLANNER® professional, and former career banker who gets to call the birthplace of jazz home in New Orleans. In the early parts of my career, I served in Trust departments for several banking institutions in the New Orleans area before transitioning to Client Services for wealth management firms like Hendershott Wealth Management. In my most recent roles, I served several financial advisors and their clients managing account service requests and other operational activities.

What drew me to join our team is how committed we all are to setting up women for financial success. The client care HWM provides is inspiring. It’s a privilege to connect with our clients, hear their stories, and co-create a future that empowers women to get the financial guidance they deserve.

I have more than 20 years of experience in the financial services industry. My degrees in Paralegal Studies and Office Administration help me see a bright future for our company. When I’m not busy serving clients, I’m doing strength training, enjoying the beach, watching live music, and attending classic car shows with my husband and our 1967 Camaro. Ask me about my Chevelle, our Treeing Walker Coonhound rescue pup.

Ready to take the next step?

  • You’re excited to gain fresh, new, energizing possibilities.
  • You’re eager for a feminine-guided perspective on investing.

There is no obligation to work with us – this is simply starting a conversation.