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Henry focuses on finding solutions for his clients’ diverse tax, estate, and retirement planning needs. He combines his attention to detail with compassion and empathy to provide the best service possible and to help his clients pursue their unique financial goals. In addition to serving his clients, Henry assists the firm with client acquisition and business development.

Henry, a CERTIFIED FINANCIAL PLANNER™, maintains the NAPA Certified Plan Fiduciary Advisor® and Nonqualified Plan Advisor® designations, FINRA Series 7 and 66 securities licenses, as well as the Life, Accident, and Health Insurance licenses. (California insurance license #4206236.)

Henry graduated from Cornell University in 2019 with a BA in economics and mathematics. While at Cornell, he helped lead the Mens Lightweight Rowing team to two national titles and was named to the First Team All-Ivy and the Academic All-Ivy.

Henry is originally from Ithaca, New York. Outside of the office, he enjoys spending time with his family and friends as well as athletics, puzzles, and the outdoors.

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. KB Financial Partners, LLC is independently owned and operated.
Certified Financial Planner Board of Standards Inc. owns the certification mark CFP® and CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete CFP Board’s Initial and ongoing certification requirements. The NAPA Certified Plan Fiduciary Advisor® and Nonqualified Plan Advisor are registered trademarks of the National Association of Plan Advisors. For more information on the CPFA® and NQPA credentials, refer to the respective NAPA CPFA and NQPA websites: and
Approval #6555261.1

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Princeton, NJ

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


    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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