Broker Check

Millennials and HENRYs

If you are a Millennial or HENRY (High Earner, Not Rich Yet), time is on your side. We are excited for you!

There’s no better time than now for financial planning for the opportunities ahead. However you define wealth for yourself, you know you need a solid long-term plan to unburden yourself from student loans and put yourself on solid ground to be able to purchase a car, home, or both while likely taking on additional debt as you venture out on your own. Our team thrives on helping our younger clients accumulate resources to accomplish your goals and admire your ambition to make an impact on our community and build a lifetime of financial security.