firstname.lastname@example.org | 206.231.6005
As an Associate Wealth Planner, Henry applies analytical tools and analysis to ensure that financial plans are achievable and met with diligence. He collaborates with clients and the rest of the team to develop financial plans that align with long-term goals. He follows the process of continuously reviewing investment portfolios to ensure they remain on course with the long-term strategic allocations and objectives. Both Henry and your advisor aim to thoroughly communicate the progress to instill confident in the plan. Henry holds the Series 65 license and earned a bachelor’s degree in Finance from the University of Denver.
Henry enjoys developing a relationship with clients and help families achieve their financial goals by giving them a sense of comfort with their financial situations. Knowing his work can help alleviate the stress that can accompany personal finances brings a big smile to his face.
Outside of work, I love to stay active by playing sports such as golf, tennis, and working out at the gym. During the right season, I enjoy hiking/camping around some of the beautiful areas of the PNW. Going to happy hour with friends after a long work week is also an enjoyment of mine.