• Hannah Boundy, CFA®, CFP®

Sherwood Welcomes John McMahon!

We're excited to welcome John McMahon to our team as our new Client Relationship Manager. John will be working alongside us to help manage client accounts and take care of day to day needs and we're thrilled to have him onboard.


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.”

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2945 Townsgate Road Suite 200
Westlake Village, CA 91361

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info@sherwoodfp.com

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805.870.5591

 

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