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 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 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.
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.