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.”