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Sherri Hill Administrative Assistant

Sherri joined YHB in October 2017. She was an Administrative Assistant for many years to senior partners in the corporate and tax departments of a Hartford law firm.  She brings with her many great skills to assist the portfolio managers and their clients.

Sherri is a member of the P.E.O. Sisterhood, an international organization dedicated to assisting women of all ages to continue their higher education through low interest loans, grants and scholarships.

Shari Lyons Administrative Assistant

Shari joined YHB in April 2019. She previously worked in the dental field as an office manager and dental assistant. She enjoys meeting new people and helping them feel welcome and comfortable.

Shari has held various leadership positions volunteering in her church’s children, youth and women’s service organizations. Shari loves to travel and spend time with her family.

Florcita Bedon Operations Assistant

Florcita joined YHB in 2005. In addition to helping with the day-to-day administrative work, Florcita is very active in helping Paul Martel, with his clinic in Ecuador.

As a native to Ecuador she is invaluable to Paul as he continues his humanitarian work there and she enjoys the opportunity to help the people of her native country.

Robin Nielsen Operations Assistant

Robin joined YHB in February 2020 as an Operations Assistant coordinating the firm’s compliance testing and review process. In addition, she will be assisting with the administration of the YHB Charitable Endowment accounts.

She graduated with a bachelor’s degree from Brigham Young University. Prior to joining YHB, Robin worked in the South Windsor school system. Robin spent 11 years volunteering as an administrator for the Boy Scouts of America and has volunteered for Builders without Borders and the Humanitarian Effort for Youth. She currently serves as the president of a regional children’s organization covering over 10 different communities around the state.

Anne Stone Bookkeeper

Anne joined YHB in its infancy and has been vital to its success. Throughout her time at YHB she has been responsible for working with the senior managers in many different areas.

Many of her responsibilities include assisting in the accounting/financial aspects of the firm as well as SEC and compliance related work.

Meet the Rest of the Team

Portfolio Managers

Our investment culture encourages collaboration across the broad spectrum of disciplines. We believe teamwork leads to better ideas and results.

Portfolio Administrators

Our Portfolio Administrators work with our clients in a friendly and respectful manner to simplify the complex day-to-day record keeping, reporting and cashiering involved in managing and utilizing one’s wealth.

Administrative Support

Our administrative staff supports the entire YHB team. They are responsible for the behind the scenes work ensuring the success of our firm for our clients.