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 registrations, 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 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.