Meet The Team
The People Behind Your Plan.
Financial planning is a relationship, and relationships are built on knowing who you're actually working with. Neil brings 40 years of experience and a belief that the best financial conversations are the ones that go deeper than the numbers. Together, they offer something that's hard to find: a team with real depth that still picks up the phone.
Neil S. Henning
Sr. Wealth Manager
Travis Guerry, CFP®
Financial Advisor
Let’s Connect In-Person.
The best way to know if we're the right fit is a conversation. No paperwork, no commitment, just a first meeting.