Henry Hernandez's passion to help clients work toward financial independence was sparked by his own experience as a client of the firm. "The advice and mentoring I received during my 10 years as a client transformed my life and fueled a desire to help others as a financial planner," he says. “I still budget on a monthly basis.”  Because of this perspective, Henry has a practical grasp of the issues most clients face.

 

Henry now has 20 years of experience as a financial advisor. He thrives on bringing clarity to each client's individual perspective of wealth and helps them build a tailored plan to help them work toward their goals. Henry offers a disciplined approach to the planning process, and he advocates for the revolutionary power of financial freedom. 

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After graduating from Indiana University, Henry was initially employed as an environmental consultant and then spent several years as a commodities trader in the energy field. He joined Jim and his team in 2000, and then returned to school, obtaining an MBA from Butler University with a concentration in finance. Henry holds Series 7 and 63 registrations with LPL Financial and a Series 65 registration with Private Advisor Group. 

 

Henry and his wife Michelle have seven children. Henry loves having a big, loving, loud family, and he often refers to himself as a part-time Uber driver, as he spends much of his free time happily driving them to wherever they might be going. "Since they are captive in the car, this is when I am able to catch up with them."  Following in his father’s athletic steps, the Hernandez family members are self-proclaimed fitness junkies. Henry and Michelle are CrossFit enthusiasts, and their kids participate in youth and college-level sports.  “We are a classic overextended family,” remarks Henry. “But we enjoy a grace-filled life.”