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Jason Henry, CFP®

Jason Henry, CFP®

Director of Financial Planning

Jason contributes compassion, analytical prowess, and a genuine knack for problem-solving to the financial planning realm at the firm, extending crucial support to clients. His motivation stems from a deep-seated desire to assist individuals in achieving their aspirations and navigating life's unpredictable events. Jason firmly advocates that meticulous financial planning is pivotal for sustained success and views it as an enduring commitment.

Alongside his wife Courtney and three children, Jason has been a resident of The Woodlands since 2007, cherishing moments spent with family and relishing a plethora of outdoor activities.