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.
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.
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.
Hi, I’m Hollina, and I am an Oregonian who was born and raised in a tiny town of 1,000 people. Being raised in a small town with seven siblings, I learned the importance of work ethic from a young age. I put myself through college and knew for a long time that finances were fascinating to me. To work full time, go to school full time, and save for retirement might seem far-fetched for someone in their 20s… but let me tell you, it is possible.
I got started in the finance industry in 2016, finding that I could blend that fascination of finances with my love of hearing other people’s stories the more I dove into financial planning and wealth management.
I truly believe we all have a unique story, with personal experiences that drive us, whether they be positive or negative. Every client brings those stories to the table, and I thrive on whole-heartedly getting to know our clients so we can give advice based on their life and what’s in their best interest.
I am honored to work for Hendershott Wealth Management, where every single person on our team (and I mean every single one!) gets their cup filled as we walk alongside our clients and celebrate their successes in their financial journey.
I am a CERTIFIED FINANCIAL PLANNERⓇ professional with a Master’s of Science in Personal Financial Planning. However, the highlight of my life was becoming a mother in 2023. The journey was many years in the making for my husband and I, as we had to go through in vitro fertilization. I spend my free time exploring the outdoors or out on the high lakes with my husband, son, and dogs, embracing every moment, every smile, every hardship, and every milestone.
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.
Hi, I’m Ashley, and I’m a financial advisor dedicated to empowering our clients through both financial education and strategic decision-making.
Growing up, I witnessed my parents battle with issues of overspending, money avoidance, and working so hard for money but never taking the time to be present or enjoy it. That, along with my own experiences, fueled me to make a difference in my own life, as well as others’.
I graduated from Georgia Southern University with a BA in Business Management and a minor in Finance. Among all my required courses, it was the classes in Personal Finance and Entrepreneurship that lit me up, rather than feeling like I was just checking another box to graduate.
(I still laugh, thinking of my many debates with classmates over whether to splurge on daily coffee or stick to instant noodles, knowing, in hindsight, it was laying the groundwork for my passion for financial planning!)
I began my career in finance when I established my own financial coaching and consulting business, where I spent seven years guiding clients toward better financial outcomes. I then grew into comprehensive wealth management, allowing me to maximize my ability to support people in achieving their financial and life goals.
At Hendershott Wealth Management, I’m thrilled to integrate behavioral finance principles with comprehensive wealth strategies. I’m committed to helping individuals and families create lasting financial well-being through personalized solutions that truly resonate with their unique circumstances. I believe financial planning should be accessible and personalized, helping clients to turn their dreams into achievable goals.
Personal finance isn’t just about numbers–it’s about real-life choices and building a life you love. For me, that includes spending quality time with family and friends, making memories and traveling, and trying my hand at new things – lately, that’s roller skating, pottery, and pilates!
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.
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.
There is no obligation to work with us – this is simply starting a conversation.