Experienced financial planner and military veteran with an MBA from a top program.

Henry Preston

I love problem solving, finance and helping people. That’s why I choose to work in wealth management after the Marine Corps, because I wanted to help real people succeed in an area that’s uncomfortable to talk about but has a lasting impact.

I also like learning, whether its devouring books or taking professional courses ranging from Lean Six Sigma to earning a Certificate of Financial Planning and becoming a candidate for CFP® certification. Oh, and an MBA from Michigan Ross while also working and being a girl dad. Life is busy!

As a Marine my greatest strength was not as a Platoon Commander developing young Marines, but as a Company Executive Officer where I was able to inspire my Commander to greatness, and as JFK said, a rising tide lifts all boats. I’m here to do the same for you.

When not at my desk in a Hawaiian shirt, I’m usually on a tractor mowing the fields, working out in the garage trying to reach 30 pull-ups, or at the range trying to shoot smaller groups at longer distances than yesterday. Life is incredible with two young daughters, an amazing wife, and beautiful country around us to explore. Join our family and experience how freeing financial clarity can be.