As Associate Financial Advisor, Henry works with individuals and families to deliver thoughtful, disciplined investment strategies designed to align portfolios with their long-term goals. He is dedicated to helping clients make informed, confident financial decisions through a personalized approach, and takes pride in building meaningful relationships that support the growth and preservation of their wealth over time.
Henry began his career in the financial services industry at U.S. Bank in 2021 before joining Baird in 2022 and The Forward Legacy Group in 2024. What he appreciates most about Baird is its strong client-first approach and its culture of continuous learning, which provides the support and flexibility needed to serve clients effectively.
Driven by his focus on investment management, Henry earned the CIMA® designation through the University of Chicago Booth School of Business in 2024. He works closely with clients to support their long-term success.
Henry’s Education & Accomplishments
Bachelor’s degree in History from the University of Wisconsin–Madison
Certified Investment Management Analyst® (CIMA®), 2024
Series 7 and 66 licenses
Community Involvement
Lake Park Finance Committee
More About Henry
Outside of work, Henry enjoys music, golfing, and spending time outdoors.
On Henry’s Bucket List:
One destination on his list is visiting the Grand Canyon.