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 partners and why they do what they do below.
Matthew Davis, CFP®
Partner and Co-Founder
Matthew grew up in Texas and Indiana before his family eventually settled in Malibu, California. There he attended Oaks Christian High School, then moved once again to Texas 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. Following college, he went to work as a portfolio manager at Manchester Financial. While there, 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. There he was responsible for managing client relationships and building out systems. During his time there, he obtained a Master of Business Administration with a concentration in financial planning from California Lutheran University. 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 July of 2019, Matthew co-founded Sherwood Financial Partners with Hannah Boundy with the goal of creating a client-centric firm built on the knowledge, skills, and vision he had obtained in previous roles. He currently resides in Thousand Oaks with his wife Jodi and their two dogs. He is an avid Dodgers and Lakers fan.
"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 Boundy, CFA®, CFP®
Partner and Co-Founder
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. 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 and 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. In the summer of 2019, she seized upon an opportunity to build a firm committed to serving the whole client, co-founding Sherwood Financial Partners with Matthew. She is also the founder of the women's financial blog Lovely Abundance, and continues to research and write, currently focusing on the intersection between wealth and well-being. Today, she lives once again in Arvada with her husband, son, and daughter and is currently pursuing her MBA through the University of Michigan. She enjoys curling up with a good book, cooking delicious food for friends, and watching her inquisitive children learn and grow. She is not a Dodgers fan.
"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."
Client Relationship Manager
John grew up in Ventura County, California during his formative years and later Bend, Oregon where he lived until finishing high school. Upon graduation, John knew he wanted to return to the beach so he moved back to Ventura County and attended Ventura Community College. He then transferred to Cal State Long Beach and graduated Cum Laude with a Bachelor of Arts in Broadcast Journalism and minor in Sociology. Following college, he worked for two years in the luxury hospitality industry where he learned the principles of exemplary customer service. From there, John took a position at Pepperdine University where he managed the Office of Community Standards for nearly seven years. During this time he also obtained his Master of Dispute Resolution from the Straus Institute for Dispute Resolution at Pepperdine University School of Law. In 2016 John left the University, taking a sabbatical to travel the world, surf, and spend more time with family. In 2018 he worked alongside Matt and Hannah at Cedarstone Advisors in Operations. When John got the opportunity in 2020 to once again work with Matt and Hannah, he excitedly joined the Sherwood team. John lives in Oxnard where he enjoys spending time on the beach and in the waves.
“I believe that serving others is greater than serving oneself. It is my desire to provide clients with service that makes them feel valued, heard, and cultivates their trust. Treating others how I would want to be treated is the standard I strive for.”
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. Through this exposure of different cultures and walks of life she 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. 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 have been clients of Hannah’s for several years and felt the firsthand impact and peace of having a financial planner in your corner for all of life’s transitions. Having already had a passion for meaningful personal finance and desiring to offer others the same clarity in their own lives, she was excited to join the firm when Hannah and Matt reached out looking to grow their team. She currently resides in Calabasas with her husband as they excitedly await the arrival of their first child. She enjoys traveling, exploring new restaurants and cuisines, and playing music.
“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.”