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Meet Our Team

Financial advice is only as good as the advisors behind it. 

Our team is committed to providing you the highest standards of care through pursuing and maintaining the most respected credentials in the industry. Learn more about our group and why they do what they do.

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Matthew Davis, CFP®

Lead Legacy Advisor

Founding Partner

With a breadth of knowledge across many disciplines, Matthew is responsible for coordinating amongst our various specialists as well as outside counsel to ensure your plan comes together seamlessly. Additionally, he is jointly responsible for managing all of Sherwood's investment strategies.

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Hannah Boundy, CFA®, CFP®

Director of Business Operations 

Founding Partner

With a background in both investing and operations, Hannah co-manages Sherwood's portfolios with Matthew Davis. She works with the rest of the team to align clients' investments with the rest of their legacy plan. She also runs Sherwood's back office, ensuring the entire team has everything they need to serve our clients well.

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Taylor Anderson

Operations Associate

Previously a mortgage loan officer and nonprofit director before that, Taylor brings the highest level of care to the Sherwood clientele. She is responsible for opening and maintaining client accounts, ensuring client's logistical needs are met with ease. 

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Vincent Chambers, Esq.

General Counsel

Vincent splits his time between servicing the firm's internal regulatory needs and providing insight into clients' potential legal needs. With a contract and real estate law background, Vincent is uniquely positioned to serve clients with small business and real estate assets as well as estate planning needs. He often liaises between an individual's financial planning needs and outside counsel.

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Yvonne Darby

Financial Planning Manager

Yvonne serves Sherwood through building and maintaining their financial plans and reviewing the plans with clients. With a background in operations, she is particularly skilled at ensuring individuals can get quick, effective solutions to their logistical needs and is passionate about helping them build a successful path to their financial goals.

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Marcie Faris, CPA®

Tax Advisor

With over a decade of experience in taxes and bookkeeping, Marcie helps clients align their tax strategies and legacy plan to minimize taxes and give more to their loved ones and favorite charities. She also offers clients in-house tax preparation and bookkeeping services based on their specific needs.

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Amy Flynn

Client Success Associate

Amy brings a sharp attention to detail and a deep sense of client care to Sherwood from her background as both a former buyer for a major fashion brand as well as a yoga instructor. She serves our team in a variety of capacities, always working to ensure that our clients are receiving a cohesive service of the highest quality.

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Carly Pippin

Business Development and Client Relations Manager

With an extensive background in marketing and communications, Carly fosters relationships with current and future clients to ensure they enjoy a seamless and rewarding experience with Sherwood. She is an active member of the Conejo Valley community, developing business and philanthropic relationships with local entities, families, and individuals.  

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