Hannah Boundy is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. She has worked at Sherwood Financial Partners, LLC since 2019 and previously at Cedarstone Advisors, Inc. from 2015 to 2019. Sherwood Financial Partners serves individual and high-net-worth clients as well as charitable organizations, offering discretionary portfolio management, financial planning, multi-generation family office services, and basic federal and state tax preparation. The firm uses a value-based indexing approach combined with active fixed-income management and emphasizes long-term trading with ongoing portfolio monitoring under discretionary authority.

Yvonne Darby is a CFP® and Series 65-registered advisor at Sherwood Financial Partners, LLC with five years of industry experience. Prior to joining Sherwood, she worked at Fullscreen and McBeard. Sherwood Financial Partners advises individuals, high-net-worth clients, and charitable organizations, providing portfolio management, financial planning, Family Office services, and basic tax preparation. The firm manages portfolios with value-based indexing and active bond management, often using third-party money managers, and offers legal services through a principal who is a practicing attorney.

Matthew Davis is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Sherwood Financial Partners, LLC since 2019 and previously at Cedarstone Advisors, Inc. from 2015 to 2019. Sherwood Financial Partners serves individual and high-net-worth clients as well as charitable organizations, providing discretionary portfolio management, financial planning, multi-generation family office services, and basic federal and state tax preparation. The firm employs a value-based indexing approach combined with active fixed-income management and offers tiered service options that include client participation in account maintenance.