Investing

Hi! I’m Alyssa.

I am an Associate Financial Advisor, CERTIFIED FINANCIAL PLANNER™, wife, mother and Girl Scout troop leader. I am committed to the well being of my community and the well being of you!

I started my career in banking and quickly found a passion working with clients to achieve their financial goals. During my 10 years in the financial planning industry, I have found fulfillment helping clients reach financial freedom. I know the importance of investing in myself, saving for retirement, and making good financial choices. I also know the challenges that come along with growing families, mortgage payments, and all that life throws at us.

Encouraging and motivating clients to keep their most important goals top of mind is one of the best parts of my job!

My goal is for you to know that you have the power to do and achieve anything! The possibilities are limitless!

Hi! I’m Jen.

I am a Financial Advisor, CERTIFIED FINANCIAL PLANNER™, wife, mother, and friend. And I love working with clients to help them accomplish more with their money.

I’m pretty enamoured with every aspect of my work, but the analytical side of me enjoys helping clients see how the numbers work out when we put their strategy in place. It’s one thing to envision the life you want your money to help you afford, but it’s freeing when you know it will.

I’m grateful my education and experience makes me uniquely qualified to contribute to clients’ lives in such a meaningful way. I was the first woman to graduate from Bethel College with a degree in Economics and Finance with a minor in Accounting. I seemed to always know that this was the career path for me. At a young age, I observed the outcomes loved ones faced as a result of their financial decisions. I wanted to be a conduit for positive financial outcomes in people’s lives.

I spent 12 years working for an independent wealth management firm in Indiana before I joined Hendershott Wealth Management in 2017. Here, I am able to focus my expertise on collaborative coaching and financial planning in a way that is fun and fulfilling, and also enormously impactful.

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

Hilary Hendershott is the founder of Hendershott Wealth Management, a leading financial advisory firm for women and couples. With 21 years of experience as a fee-only fiduciary financial advisor and stock market expert, Hilary’s mission is to empower women to take control of their finances and make their money work for them.

As her career in the financial services industry developed, Hilary became increasingly aware of a unique gap in the marketplace. Hundreds of thousands of women were eager to make wise investment decisions, but the male-dominated financial industry wasn’t equipped to meet their needs. Her solution? Opening her own firm. Founded in 2014, Hendershott Wealth Management is one of the first and only female-focused Registered Investment Advisory firms in America.

Hilary has helped women across the U.S. preserve and grow their wealth, while reducing—or even eliminating—financial stress. She leverages her education, personal experiences, relationships, and “got your back” know-how to grow her client’s financial wealth and champion their financial freedom. 

Hilary hosts Profit Boss® Radio, a weekly podcast where she and her guests offer inspiration and actionable advice to support women in their financial journey.  She’s also a TEDx speaker, and has been featured in the Wall Street Journal, NBC, ABC, FOX, DailyWorth, Forbes, and Investopedia.  

Hilary was recognized as a Top 40 Under 40 Entrepreneur in Silicon Valley and Investopedia has named her one of the Top 100 Most Influential Advisors in the US in 2018, 2019 and 2020.​ With more than 30 television appearances, she’s considered the go-to personal finance expert in Silicon Valley for NBC, where they have nicknamed her “The Investor’s Voice of Reason.”

Hilary has an MBA from Santa Clara University, and is a Certified Financial Planner.