Henry is a Certified Financial Planner® professional and the Lead Advisor for the Georgetown office. With more than a decade of experience in financial planning, Henry has had the opportunity to work with a diverse range of clients and organizations, including large financial institutions, professional athletes, endowments, executives, and retirees.
That breadth of experience has shaped Henry’s approach to financial planning: every client has a unique set of goals, circumstances, and priorities, and the best advice starts with understanding the person behind the numbers. He particularly enjoys working with retirees and executives, helping them navigate complex financial decisions, maximize their opportunities, and build a plan that supports the life they want to live in the most tax efficient manner possible.
Henry believes great financial planning is about more than managing investments. It’s about bringing clarity to complicated decisions, providing thoughtful guidance through life’s transitions, and building a long-term relationship clients can rely on.
Outside of work, Henry enjoys spending time with his wife and young son and their German Shepherd, Remmy. Family, relationships, the outdoors and community are central to Henry’s life, and those same values shape the way he approaches his work with clients. When not working you can find him supporting Texas A&M sports or working on the family ranch out in Mason, TX.