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LinkedIn | hellis@kbfcllc.com

Henry specializes in finding tax-efficient solutions for his clients’ diverse tax, estate, and retirement planning needs. He combines a sharp attention to detail with a deep sense of compassion and empathy to provide the best service possible and to help his clients achieve their unique financial goals. In addition to serving his clients, Henry assists the firm with client acquisition and business development.

Henry maintains the FINRA Series 7 and 66 securities licenses, as well as the Life, Accident, and Health Insurance licenses.

Henry graduated from Cornell University in 2019 with a BA in economics and mathematics. While at Cornell, he helped lead the lightweight rowing team to two national titles and was named to the First Team All-Ivy. Henry is originally from Ithaca, New York. Outside of the office, he enjoys sports, puzzles and spending time with his friends.

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Princeton, NJ

300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725

Point Pleasant Beach, NJ

501 Broadway
Point Pleasant Beach, NJ 08742
Phone: (732) 899-1000
Fax: (732) 899-3000

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KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of our senior personnel have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value to high net worth families, entrepreneurs and key stakeholders.

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KB Financial Partners LLC - Broker Dealer Disclosure

Investment advisory services offered through KB Financial Partners, LLC which is independently owned and operated. Securities offered through M Holdings Securities, Inc., a registered broker/dealer, member FINRA and SIPC.

For important information related to KB Financial Partners, LLC refer to the KB Financial Partners, LLC’s Client Relationship Summary (Form CRS) by navigating to  https://www.kbfinancialcompanies.com/disclosures/.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

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