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. 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 pub

Hannah Boundy
Founding/Managing Partner
Sherwood Financial Partners
United States, Colorado, Denver
About Me
Profile Information
Founding/Managing Partner
Sherwood Financial Partners
Investment Team, Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Denver
Colorado
United States
Aug 23, 2025
Work Experience
Sherwood Financial Partners
Founding/Managing Partner Jul 2019 - Present
Email: hannah.boundy@sherwoodfp.com
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