about

Matthew grew up in Texas and Indiana before his family eventually settled in Malibu, California. He attended Oaks Christian High School, then moved once again to Texas, this time to study at Abilene Christian University, where he was a student manager of the university’s endowment, eventually graduating Summa Cum Laude with a Bachelor of Business Administration in Finance.
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Following college, he went to work as a portfolio manager at Manchester Financial. That's when he stumbled into financial planning and quickly found a passion for connecting the analytical elements of investing with the personal aspects of planning. In 2014 he left Manchester Financial to join Cedarstone Advisors as a senior advisor, a role in which he was responsible for managing client relationships and building out systems. During this time, he obtained a Master of Business Administration with a concentration in financial planning from California Lutheran University.
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It soon became clear that he had a unique vision for offering a holistic way of viewing financial planning – one that took care of the whole client. In 2019, Matthew and Hannah Boundy co-founded Sherwood Financial Partners with the goal of creating a client-centric firm built on the knowledge, skills, and vision obtained in previous roles. Matthew currently resides in Westlake Village with his two daughters. He is an avid Dodgers and Lakers fan.

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"By helping families articulate and prioritize their goals, it is incredibly rewarding to see the transformative impact of achieving financial peace. My hope is to help create a firm that institutionalizes caring in combination with investing and financial planning acumen in a way that will give our clients the confidence and freedom to have a greater impact on their own communities."

Hannah was born and raised in Arvada, Colorado, where she spent the early years of her life before moving to Southern California to study at Pepperdine University. During her time there, she had the unique opportunity to research stakeholder theory and behavioral finance – both areas of finance that influence her today. Hannah graduated Magna Cum Laude from Pepperdine with a Bachelor of Science in international business and a minor in accounting.

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Following graduation, she went to work alongside Matthew Davis as a trader and analyst at Manchester Financial. Eventually, she found herself assisting in the financial planning aspects of the business. When the opportunity presented itself to continue working with Matthew and another colleague at Cedarstone Advisors, she took it. While there, she shifted her focus to the operational aspects of wealth management, gaining valuable insights into the day-to-day workings of a small business. On the side, she continued to learn, acquiring the CFA® designation and publishing the book, A Gal's Guide to Personal Finance.

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In the summer of 2019, she seized the opportunity to build a firm committed to serving the whole client, co-founding Sherwood Financial Partners with Matthew. She has written several financial blogs and continues to research and write, currently focusing on the intersection between wealth and well-being. In 2024 she earned her MBA from the University of Michigan, where she graduated with High Distinction (Go Blue!).

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She is actively involved in several philanthropic and educational organizations and is passionate about making education widely accessible as a means to helping communities thrive. She currently serves on the Business Advisory Council of Pepperdine University's Seaver College, on the Board of Directors for Dry Bones, and as an advisor to The Haven Impact. Today, she lives once again in Arvada with her husband, son, and two daughters. Hannah enjoys curling up with a good book, cooking delicious food for friends, and watching her inquisitive children learn and grow.

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"I love what I do because it allows me to creatively and meaningfully help others pursue and steward the things they value with their resources. In the process, I have the great privilege of seeing wonderful legacies built and lives well lived and I cherish that aspect of my work."

Taylor grew up in a small town near Colorado Springs before moving to Denver to attend Colorado Christian University. Making a positive impact in the world around her has always been a strong desire, which, coupled with her natural curiosity, led her to graduate Summa Cum Laude with a degree in Psychology.

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She started her career as a local non-profit program director for four years before shifting into the financial sector as a licensed Mortgage Loan Originator. During her five years in the mortgage industry, Taylor saw a need for empathetic engagement with clients as they made significant financial decisions. She also discovered a passion for providing financial education and authentic care to each person she worked with.

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When offered the opportunity to join the Sherwood team, Taylor was thrilled to be able to use her diverse background to help care for clients and focus on operations for the company. She currently resides in Arvada, Colorado with her husband and two dogs. She enjoys cooking, gathering people around a table, taking long walks, and floral design.

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"Time is a limited resource, and I believe investing in people is the most valuable way to spend it. Finances are deeply personal and oftentimes complex. Minimizing the mental fatigue of organizing them gives people space to focus on their "why", and serving people in this way is meaningful to me."

Vincent, a Houston, Texas native, immediately fell in love with California upon his arrival for college in 2003. He holds a Bachelor of Science degree in International Business from Pepperdine University's Seaver College and his Juris Doctorate from Pepperdine's Caruso School of Law. After passing the California bar, Vincent worked for five years as a legal consultant, advising corporate legal departments on litigation case management and electronic discovery.

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After dedicating so much time to large corporate clients, Vincent longed to serve people on an individual basis. He achieved this by transitioning to a mid-size law firm in downtown Los Angeles, where he focused his practice on contract law and consumer finance. Vincent passionately helped clients negotiate credit card debt, dispute erroneous credit reporting, and navigate student loan repayment: all geared toward helping clients achieve financial success. In 2018, Vincent started his own solo practice and has continued helping individual clients in real estate law, contract law, and small business operations.

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He also provides pro-bono advocacy for clients seeking asylum. Vincent serves as the named trustee on several trusts and has a healthy respect for the gravity of this role. He has a deep understanding of the complexities within estate planning and the attention to detail required to effectively manage trust assets and the people they affect. Vincent resides in Agoura Hills with his wife and two daughters. He enjoys exploring the Conejo Valley, wine tasting, and all things sci-fi.

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"Compassion and empathy for people are what drive me.   Being able to truly understand people’s unique perspectives allows me to wholeheartedly and creatively serve their needs.”

Yvonne was born and raised in San Diego, California before moving up the coast to study at Pepperdine University. She studied abroad in Lausanne, Switzerland and Shanghai, China and volunteered for short term missions in the Dominican Republic and Panama.

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Through this exposure of different cultures and walks of life she grew determined to live a life dedicated to the greater good, which shapes her approach to service in business today. Graduating Cum Laude with a Bachelor of Science in International Business and a minor in Marketing; she spent the first two years of her career working alongside film & television composers coordinating all aspects of their recording sessions. In 2015, she transitioned into the field of Social Media Marketing at an agency hired to create campaigns for all the major entertainment studios in Los Angeles.

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The greater part of her career was spent leading and working in Operations and Project Management for McBeard, later acquired by Fullscreen, where she partnered with executives to centralize and streamline methods of communication and collaboration to support the united goals of the organization. Yvonne and her husband Chandler were clients working with Sherwood co-founder Hannah Boundy for several years and felt the firsthand impact and peace of having a financial planner in their corner for all of life’s transitions. Already possessing a passion for meaningful personal finance and desiring to offer others the same clarity in their own lives, Yvonne was excited to join the firm when Hannah and Matt reached out looking to grow their team. She currently resides in Thousand Oaks with her husband, son, and daughter. She enjoys traveling, exploring new restaurants and cuisines, and playing music.

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“I believe everyone has a money story; it can drive both our goals and our fears. I find great satisfaction in creating clarity to alleviate financial stress and empowering people to create meaningful lives now and for the future.”

Marcie was born and raised in Healdsburg, CA, a small town in the heart of the wine country. After graduating from the University of California, San Diego, with a degree in animal physiology and neuroscience, she pivoted from her lifelong plan of attending medical school as it was no longer an intriguing career path. Always having a strong affinity for science and math, she decided to pursue business accounting and relocate back to Sonoma County in Northern California.

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While enrolled in accounting courses, she knew she had found her calling after taking a tax law course. Not long after completing the additional courses needed to qualify to sit for the California CPA exam, she went to work for a small CPA firm. Her time at that firm solidified her desire to pursue a career as a CPA.

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Marcie’s experience in accounting and tax ranges from everyday bookkeeping to individual and business tax. She thoroughly relishes working with individuals and helping educate clients in tax. When she isn’t busy keeping up with all the ongoing tax law changes, you can find Marcie spending quality time outdoors with her husband, her energetic young daughter, and their Boston Terrier.

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"Dedicated to empowering clients, I derive much joy from simplifying complex tax concepts, equipping individuals with the knowledge they need to make informed financial decisions and optimize their tax strategies.”

Originally from the foothills of Northern California, Amy found her way to the beaches of Southern California for college to attend Loyola Marymount University. There, she studied business marketing and pre-law. Following one of her passions, Amy found her way to the fashion industry, where she worked as a buyer for leading brands for almost ten years. One of the brands she worked for, Manoukian, located exclusively in Europe, required Amy to travel to the continent regularly to visit the brand’s stores.

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She then became a market researcher for JD Power and Associates before switching gears to be a stay-at-home mom and raise her young son. Never one to stay still for too long, Amy became a yoga teacher in 2016 and has since led multiple yoga teacher trainings, given presentations on Ayurveda, and developed a yoga curriculum for at-risk youth. Amy loves to hold space for others so they can reach their fullest potential. Today, she lives in Agoura Hills with her son, where they enjoy playing soccer, bowling, and watching their favorite football team, the 49ers.

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"I love being able to hold space for people so they can discover their true desires. Be it on a personal level or in their finances, helping people reach their fullest potential is what brings me the most joy.”

Carly was born and raised in Westlake Village, California. She was a member of the first graduating class of Oaks Christian High School and attended Pepperdine University, where she studied in Heidelberg, Germany and East Asia before graduating Magna Cum Laude with a Bachelor of Arts in Humanities and Art History.

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Enthralled by culture and art, Carly then moved to Washington, D.C. to work in public relations and fundraising at the Smithsonian’s National Museum of Asian Art, where she promoted world-class exhibitions and launched the museum’s first young professionals patrons' program, the Silk Road Society.

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While in D.C., Carly earned her MBA from Georgetown University. Upon returning to Los Angeles in 2015, she continued her work in marketing and communications, landing at the Getty Foundation, part of the J. Paul Getty Trust, where she cultivated relationships with art-related grantees around the world and told the story of Getty’s philanthropic impact on cultural heritage. Energized by working with people to align their personal, financial, and charitable goals, Carly joined Sherwood Financial Partners in 2024 and is leading Sherwood’s business development and client relationship initiatives. She enjoys listening to bluegrass music, taking dance classes, and sipping a good pinot noir.

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"I love connecting with people on a personal level, learning how their formative experiences have shaped their worldviews. Our financial lives are profoundly intertwined with our emotional lives: I seek to help our clients align their financial lives with their deepest values, so they can look forward to the future with hope and peace."