Associate Wealth Advisor
Henry is an Associate Wealth Advisor and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Henry is an alumnus of Beacon Pointe’s Summer Internship Program, having spent two summers working in various departments as an intern before joining the firm full-time. Henry graduated from Washington State University with a bachelor’s degree in finance. Henry is originally from Reno, Nevada and was raised in the state of Washington. Outside of work he enjoys cooking, staying active, watching sports and spending time with family and friends.