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Jennifer R
CFP®, Series 63, Series 65
Goshen, IN
Hendershott Wealth Management, LLC
Jennifer Rupp is a CFP® with 17 years of industry experience, currently serving at Hendershott Wealth Management, LLC. Her prior experience includes roles at Mutual Securities, Inc. and Guidance Investment Advisors, LLC. Outside of her advisory work, she is an independent consultant for Arbonne, a non-investment related business. Hendershott Wealth Management provides investment and planning services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth clients. The firm offers tailored portfolio management, financial planning, and a financial coaching program, primarily using mutual funds, ETFs, and model portfolios with a non-discretionary approach requiring client approval for transactions.
Hilary H
CFP®, Series 65
Fishers, IN
Hendershott Wealth Management, LLC
Hilary Hendershott is a CFP® and Series 65 credentialed advisor with 18 years of industry experience. She is the managing member and investment adviser representative at Hendershott Wealth Management, LLC, where she has worked since 2014. Hilary previously worked at Bhpr Equity Research Corp and operated Hilary Hendershott Financial, LLC. Hendershott Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $305.8 million in client assets. The firm provides primarily non-discretionary portfolio management, financial planning, and consulting services through a combination of firm model portfolios, third-party asset managers, and specialized programs such as Ignite Investing for smaller accounts.
Hollina W
CFP®, Series 66
Bend, OR
Hendershott Wealth Management, LLC
Hollina Wadsworth is a CFP® with four years of industry experience, currently serving as an advisor at Hendershott Wealth Management, LLC. Prior to joining Hendershott, she worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, and she also spent six years at Baker Boyer Bank. Hendershott Wealth Management advises individuals, trusts, estates, charitable organizations, and business entities, serving clients across a range of asset levels. The firm emphasizes non-discretionary portfolio management using model portfolios and third-party managers, focusing on mutual funds and ETFs with a long-term approach, while offering specialized services such as financial coaching and a program tailored for smaller accounts.
Alyssa H
CFP®
Pismo Beach, CA
Hendershott Wealth Management, LLC
Alyssa Hause is a CFP® professional with five years of industry experience, currently serving as an advisor at Hendershott Wealth Management, LLC. She has been with Hendershott Wealth Management since 2020 and also works with Family Wealth Consultants, Inc., where she prepares financial plans and handles client follow-up. Hendershott Wealth Management provides investment and planning services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth clients. The firm offers portfolio management, third-party asset manager selection, financial planning, and a financial coaching program, delivering tailored advice based on client objectives and risk tolerance.
Ashley B
CFP®, Series 65, Series 63
Covington, GA
Hendershott Wealth Management, LLC
Ashley Bradford is a CFP® professional associated with Hendershott Wealth Management, LLC and holds Series 65 and Series 63 licenses. She has two years of industry experience, with prior roles at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Georgia Financial Advisors. Outside of her advisory work, Bradford is the founder and CEO of Wealthy and Winning Financial Solutions, LLC, providing coaching services focused on budgeting, strategic planning, and money mindset. Hendershott Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with both non-high-net-worth and high-net-worth clients. The firm emphasizes non-discretionary portfolio management using mutual funds and ETFs, fundamental analysis, and integrates financial coaching and fiduciary 401(k) consulting into its offerings.
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