You've spent your career outworking hard problems
Your finances shouldn't be one more battle you fight alone at 11pm after the kids are down
Veteran Wealth Planning exists because high-earning Veteran families deserve a planner who actually understands their family, their finances, and the constant pull between providing and being present
Henry Preston, CFP®
I love problem solving, finance, and helping people. That's why I chose 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 it's devouring books or becoming a CERTIFIED FINANCIAL PLANNER™. Oh, and an MBA from Michigan Ross while also working and being a 2x 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. 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, in the garage trying to reach 30 pull-ups (again), 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
How this firm is built
A lot of people who call themselves advisers are really salespeople with a quota, earning commissions on the products they push
Veteran Wealth Planning is different. Fee-only and independent, with one source of revenue, a fee you can see, and deliberately slow growth
No sales. No commissions. No Bullshit
And a hard limit of 40 client families to make sure everyone gets the time and attention they deserve, with every relationship built for a lifetime
