Our Associates

If there are two things that Dana Binsbachar is passionate about, it's his career and his faith. As a financial planner, Dana gets to help people with something that most of his clients don't know about or don't enjoy and in the process, he establishes deep, meaningful relationships with them! He has always been in the services industry, having worked at his family's jewelry store in college, and entered the financial industry in 1997. Today, he holds the following designations, Accredited Asset Management Specialist® (AAMS), Accredited Investment Fiduciary® (AIF), Certified Estate Planner (CEP®), and Chartered Retirement Planning Counselor® (CRPC conferred by College by College for Financial Planning). With all this education, it's a wonder that Dana has any time to do anything else! But rest assured, there's plenty of time to acquire new clients, meet with existing clients, and oversee the firm's growth and health.

Those who know Dana know how passionate he is about growing his faith and serving his community. He spends about 8 to 16 hours a week volunteering as the Missions Team Leader, where he and his church community spread the love and message of Jesus Christ (and he considers it a blessing to be able to do so!). In addition to his relationship with The Lord, his relationships with his family are everything! Dana has two grown children and he and his wife adopted a 5 year old daughter, as well. Together, they enjoy tending to the ranch, spending time with friends, and going to church. In fact, if he weren't a financial planner he might like to be a pastor!

While growing up, Henry watched family members and friends make both wise and poor monetary decisions. These situations along with watching his father’s experience in the industry along the way made him have a passion to help people plan and prepare for the unexpected. Proper advice from a trusted advisor would have made a world of difference to his friends and family.

Henry graduated from Indian River State College with a B.S. Degree in Organizational Management. He began working in the financial services business in 2010. He then became an Investment Advisor Representative in 2013 and has obtained his CERTIFIED FINANCIAL PLANNER™ certification, one of the most respected designations for financial planners in the industry. Henry dedicates himself to the profession of enriching others’ financial decisions. He provides comprehensive financial planning for individuals and business owners in the areas of retirement and education planning, asset allocation, charitable planning, risk management, and many more.

Henry is very involved in the local community and currently serves on the board for the Port St. Lucie Police Athlete League. He is married to his amazing wife, Meagan and they have two young children, Sophia, and Henry. Their whole family enjoys boating and the outdoors whenever possible.

_{“Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”}