Our Team

Wendy H. Rowley CFP®

Founder / Certified Financial Planner Professional 

 

Wendy Rowley, CFP® founded Rowley Financial to better help her clients achieve their goals and dreams. She is an independent financial advisor dedicated to providing comprehensive financial advice, diversified financial resources, and exceptional customer service. Wendy specializes in financial, investment, and tax strategies, retirement planning, estate planning, risk management, business succession planning and insurance services.

Wendy spent the first half of her career in retail banking, and briefly exited the financial industry to care for her two children. She returned in 1995 and graduated from the College for Financial Planning in 1998. She is a Certified Financial PlannerTM professional and holds FINRA Series 7 and 66 licenses, as well as several insurance licenses.

Wendy is on the Board of Directors for A Week Away Foundation, Lancaster PA serving as Treasurer www.aweekaway.org. She is a member of the Financial Planning Association, Kingdom Advisors, and Lancaster Estate Planning Council. She serves her community through volunteering at A Week Away Foundation and various community fundraising events. She has a heart for mission work and supports multiple missions including World Vision and Compassion International. 

 

 

 

R. Matthew Rowley

Associate Advisor

 

Matthew Rowley joined Rowley Financial in 2014 as an Associate Advisor. He is responsible for the day to day operations of the firm, along with advisor and client support. He is devoted to help our clients find purpose, direction and meaning when working with someone they can trust. He holds FINRA Series 7, 65 and 63 licenses, as well as medical and life insurance licenses.

Matthew graduated from Smeal College of Business from The Pennsylvania State University. After college, he spent a year studying, traveling, and serving the communities of Taiwan, Nepal and Haiti. He is married to Natasha and has a daughter, Alana.

In his spare time, Matthew enjoys spending time with family & friends, cooking, traveling, golfing and cheering on Penn State football.

 

 

Sharon L. Williams

Client Care Specialist

 

 

Sharon Williams joined Rowley Financial in 2020 as a Client Care Specialist. Her main focus is client support and assisting the team in the day to day operations of the Firm. Sharon has a background in Customer Support and Corporate Compliance.

 

She is married to James and has two children, Bailey and Samantha. She enjoys time at the beach, biking, cooking, and spending time with her family and friends.