Our Team

Wendy H. Rowley CFP®

Founder / Certified Financial Planner Professional 

 

Wendy Rowley, CFP® founded Rowley Financial to better help her clients.  She encourages clients to focus on their goals, dreams and purpose in life and let money be the tool to assist their life events. She is an independent financial advisor providing comprehensive financial advice including diversified financial investments and exceptional customer service. Wendy specializes in retirement and estate planning, investment and tax strategies, risk management and succession planning.

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 66 license as well as medical and life insurance license.

Wendy is past Treasurer and Board of DIrector member of A Week Away Foundation - 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 and supporting various local non-profit organizations. She has a heart for mission work and supports multiple domestic and international missions. 

 

 

 

R. Matthew Rowley

Partner/ Financial 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 advising and supporting client needs. He is devoted to help our clients find their purpose, direction and meaning to their life when working with someone they can trust. He holds FINRA Series 65  license, 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 his 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. She is responsible for the day to day care of each client and support's the team with our daily operations. Prior to joining Rowley Financial she provided Customer Support and Corporate Compliance at a large corporation.

 

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

 

 

Jordan G. Singh 

Advisor Associate

 

Jordan Singh joined Rowley Financial in 2021 as an Advisor Associate.  His focus is on portfolio management and daily operations of the firm. He comes to the firm with security analysis and market research.  Jordan takes a holistic approach to our client's investment needs and considers their life circumstances while navigating their goals in today's ever-changing environment.  Prior to joining Rowley Financial, he was an equity research analyst at an asset management firm and most recently for an ivestment company near Philadelphia.  While pursuing his Finance degree at Millersville University, he was VP of the Financial sector of the Maunder Fund Student Investment Association.

He is a native of California but will quickly tell you that Lancaster County is his home.  He enjoys spending time with friends, reading, biking and his one-of-a kind aquarium.