Meet your financial specialists.

As a Client Service Associate, Henry is responsible for delivering responsive, high-quality support by managing client paperwork and cashiering processes with accuracy and efficiency. He serves as a key liaison between clients, custodians, and internal team members to ensure a seamless and positive experience. Henry combines his interest in financial planning with a focus on continuous improvement and operational excellence.

Henry approaches each client interaction with thoughtfulness and a solutions-oriented mindset. With a strong background in financial operations and a detail-driven work style, he understands that great service goes beyond resolving questions, it means anticipating needs and following through with care. He collaborates closely with colleagues and partners to ensure accurate, timely, and tailored communication. Helping clients feel confident and well-supported is what drives his work.

Outside of the office, Henry enjoys spending time outdoors, cheering on Chicago sports teams, and discovering new restaurants.

Education

Bachelor of Science in Financial Planning, University of Illinois Urbana-Champaign