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About David R. Henze

About David R. Henze

My work as a financial planner is built on helping you find the most appropriate strategy to enhance and enrich your life. We accomplish that task by understanding your goals, priorities, and values before we discuss appropriate courses of action.

No matter where you are with your education, career, and family, managing finances is rarely a simple task. It would be my pleasure to hear your story, answer your questions, and provide you with the highest quality service. I bring 25 years of personal and professional experience, and have been fortunate to serve people I admire.

Professional Background

  • Lincoln Financial Advisors – Financial Planner
  • Securities America – Financial Advisor
  • Prudential – Representative

Registrations, Licenses and Credentials

  • Series 7 Registration, General Securities Representative
  • Series 65 Registration, Investment Advisor Representative
  • Series 63 Registration, Uniform Securities
  • Licensed Life, Health, and Disability Income Agent

What Questions Keep you Up at Night?

Will my money last through retirement?

How do I protect my estate from taxes?

How do I create a legacy for my children?

Do I need long-term care insurance?

How does Medicare work?

What type of house can I reasonably afford?

What do my investment options look like?

What should I do with my employer's 401(k) plan?

I got married, how do I manage our growing finances?

How do I have a financial discussion with my family?

Speak with a Professional 

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