Henry is a Vice President & Financial Advisor and is responsible for advising affluent families, institutions and non-profits, as well as their respective trusts, estates, foundations, endowments and pension plans on all matters related to the capital markets. Henry works closely with his clients’ trusted tax and legal advisors on all matters, including tax and estate planning, the management and liquidation of concentrated stock positions, and the sales of privately held businesses. He and wife, Becky, live in Colleyville and have three grown children, Rebecca, Henry III and Alec.

• Presenter at 1995 Pro Football Hall of Fame Induction Ceremony, accepting on behalf of his late father, and Green Bay Packer, Henry Jordan

• University of North Dakota - MBA
• University of North Dakota - BSBA in Economics

• Series 7, General Securities Representative
• Series 66, Investment Advisor Representative & Uniform Securities State Agent
• State of Texas, Life and Health Insurance Licensed
• State of Texas, Property and Casualty Insurance Licensed

• NFL Alumni - Dallas Chapter Member (past Board member 1983-1999)
• SMU Cox School of Business - Associate Board. MBA Executive Mentors (Since 2009)
• Southlake Focus Group - Leadership Committee

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, MI, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY