Be Well. Do Good.®
About Us
In the same way our namesake points travelers in the right direction and identifies milestones along the path to a desired destination, Waymark Wealth Management helps you chart a course to your ultimate goal of “True Wealth.”
While return on investment is important, it’s only one part of the equation. Waymark also continually considers your unique short- and long-term financial goals as we guide you through your lifelong wealth journey.
There is a distinct difference between having the financial means to live the life you want and actually being able to do so. We integrate traditional wealth management with behavioral finance to chart your course and help you navigate it with assuredness. Behavioral finance uses a values-based decision-making process to help you strive confidently towards your life goals, roadmap in hand.
With the principles of behavioral finance leading the way, Waymark Wealth Management can help you pursue your own unique “True Wealth.”
Our Team
Brendan Sheehan, MSFP, CFP®
Managing Director
Brendan's path from a working class suburb of Boston to being named one of Forbes’ Best-in-State Wealth Advisors in 2021 wasn’t exactly conventional. After earning a psychology degree from Harvard, he kicked off his career by juggling two roles: unpaid intern at a sports marketing firm co-owned by Boston Bruins legend Bobby Orr by day, and waiter at Pizzeria Uno by night. A few years in advertising and marketing followed—until he was recruited by his father to join the family’s financial planning firm as its marketing director.
It didn’t take long for Brendan to realize he needed to understand more than just branding and marketing to communicate effectively with clients. So, he dove into the world of finance, working full-time while earning his master’s degree in financial planning and the CERTIFIED FINANCIAL PLANNER™ designation by night. Fast forward a few years (and many twists and turns), Brendan became the sole owner of Waymark Wealth Management, LLC in 2019.
While some are surprised that a psychology major ended up in finance, Brendan sees it as one of his greatest assets. His understanding of human behavior has helped him incorporate behavioral finance into his work—often making a bigger difference for clients than spreadsheets and projections alone. With over 20 years of experience, Brendan now specializes in comprehensive wealth management, including retirement planning, investment strategies, education funding, insurance and risk management, charitable giving, and tax and estate planning. His work has been featured in outlets like MoneyGeek, U.S. News, the Boston Business Journal, and Financial Planning magazine.
But if you ask Brendan what really sets him apart, he’ll tell you it’s this: the ability to take a client’s complex, often emotional vision of their future and turn it into a clear, actionable plan.
Brendan also believes in giving back. He serves as co-director of the Massachusetts Financial Planning Association’s Pro Bono Military Initiative and has volunteered with organizations such as Homes for Our Troops and Home Base, supporting veterans and their families through financial guidance and community engagement.
Outside of the office, Brendan keeps busy with family, scouting, and his longtime CrossFit routine. An Eagle Scout himself, he now serves as Scoutmaster of his local troop. His daughter Caeli followed in his footsteps—becoming one of the first female Eagle Scouts after Scouts BSA opened its doors to girls in 2019. Brendan’s also been a loyal CrossFitter for over a decade and shares a busy home life with his wife, Sue, their daughters Caeli and Emma, and their four pets—German shepherds Timber and Kammie and ferrets Luna and Nala.
Brandon Cardarelli, CFP®
Associate Advisor
Brandon is a CERTIFIED FINANCIAL PLANNER™ professional and has been on the Waymark team for his entire professional career of over 15 years. He joined Waymark shortly after graduating from Bryant University, where he earned his Bachelor of Science degree in accounting.
Brandon's early academic pursuits led him to delve into economics and finance, where he developed a keen understanding of the intricacies that govern the financial markets. However, it was not until he entered the professional arena that he discovered his true calling – helping individuals achieve their diverse financial goals through personalized financial planning.
One of Brandon's key strengths lies in his proficiency in managing a spectrum of responsibilities. From addressing intricate client service needs to rebalancing portfolios with precision, his commitment to staying abreast of the ever-evolving financial landscape allows him to provide informed and strategic advice when creating customized financial plans.
Brandon grew up and still resides in Plymouth with his wife, Jessie, and their two daughters, Ainsley and Zoey, along with their two dogs, Enzo and Nico. During the summer months, they enjoy boating excursions in Plymouth Bay or spending long days at the beach. Growing up, Brandon was fortunate to spend annual vacations at Walt Disney World with his parents and now cherishes that same annual tradition with his own family. Not only can he help with your financial goals, but he will happily talk about planning for your next Disney vacation!
Hanifa Nankinga, MBA
Client Services Manager
Hanifa is Client Services Manager for the Waymark team, handling client intake, scheduling, back-office support services, systems management, and various financial report generation. She excels at client relationship management and advisor process facilitation. Her passion for helping clients reach their financial goals is driven by a desire to make a tangible impact on their lives beyond money.
Prior to joining Waymark, Hanifa earned a BSBA in finance and management and an MBA in finance from the University of Massachusetts Lowell. She has extensive experience in the finance industry with positions in both big companies like Putnam Investments and smaller credit unions in her hometown of Dracut, MA. While originally from Uganda, Hanifa has lived in Dracut since she was 4 years old and recently moved across the country to Arizona. Her relocation was inspired by her love for outdoor activities, such as hiking and golfing, which she is now able to participate in year-round while maintaining a strong commitment to staying fit and active.
Drawing on her financial expertise and her life journey from Uganda to Dracut and now Arizona, Hanifa's commitment to enhancing clients' financial well-being, along with her passion for an active and purposeful life, remains the driving force behind her mission, exemplifying Waymark's dedication to excellence and holistic well-being.
