Our Team

Hank Henderson brings 24 years of financial planning experience to his clients and plan sponsors. As an independent advisor, “unique client planning is best accomplished by being independent and objective.”   

My clients benefit from a consultative advisor relationship. Our partnership is about meeting client goals and challenges. While I have the capabilities and resources to meet the broad-based needs of my clients, I am particularly adept at providing wealth preservation strategies, portfolio strategies, retirement income planning, financial solutions, and client service.
Hank collaborates with individuals, high-net worth, and family-owned businesses. At the plan sponsor level; 401k, 403b, 457, profit sharing and cash balance plans. "Over the past two decades in the industry, I have found that a boutique independent culture is best for serving my clients.” 

Hank earned a BBA in Accounting from Texas A&M University. Hank is securities licensed with FINRA; Series 6, 63, 65 and holds Texas Health and Life Insurance licenses. 

Hank resides in Fairview, Texas with his wife and two children. 

Fun Fact: Hank was certified in scuba in 1982 and was diving while stationed on Kadena Air Force Base in Okinawa, Japan in 1983. 
 
I welcome the opportunity to meet with you to learn about your unique situation and explore if I can be of service to you.

Mark is a native North Texan. He enjoys partnering with his clients as an investment advisor focused on understanding their unique situation. “A solid financial plan is best achieved in a relationship based on trust and transparency.’  Mark enjoys the technical aspects of building comprehensive financial plans, yet guiding clients in non-technical jargon toward their long-term financial goals is his specialty.

Mark graduated from the University of Oklahoma with a BBA in Accounting and minor in Finance. 

Mark is securities licensed with FINRA Series 7 as a general securities representative. 

Mark enjoys golf and fitness.