OCTOBER 2024. KENNESAW, Ga.— Henssler Financial is pleased to announce the promotions of Nick Antonucci, CVA, CEPA, to Director of Research, and Jacob Keen, CFA, to Director of Investments. Mr. Antonucci has been with the firm since 2009, playing a pivotal role as a Research Analyst, while Mr. Keen has contributed his expertise since joining the firm in 2016 as a Research Analyst. Both bring a wealth of experience and leadership to their new roles, further strengthening the firm’s commitment to delivering top-tier financial insights and investment strategies.
“Nick and Jacob have been integral members of our in-house Research Department and Henssler Portfolio Committee for many years,” said William G. Lako, CFP®, President and Principal of Henssler Financial. “They have been instrumental in maintaining our model portfolios and supporting client asset allocation decisions. I am confident they will continue our long-standing practice of making high-quality investment decisions while maintaining a well-balanced strategy for capital growth.”
As Director of Research, Mr. Antonucci will oversee investment analysis, trading activities, fixed income security selection, security and model management within Tamarac, as well as manage all external model literature, including communication of model changes to the firm’s employees and clients.
Mr. Keen will evaluate prospective investments by conducting due diligence, monitoring economic conditions, identifying potential risks and challenges within the portfolio, and developing contingency plans to mitigate them.
“I’ve worked with Nick and Jacob on the Portfolio Committee, and their deep analytical skills and strategic insights have been invaluable to our investment decisions,” said Stacy Haubenschild, Chief Operating Officer of the firm. “Nick’s ability to break down complex financial data and Jacob’s expert understanding of market trends have consistently enhanced our portfolios. Their promotions are well-deserved, and I’m excited to see how their leadership will continue to drive our success.”
As members of the Henssler Portfolio Committee, they contribute to allocation and selection decisions and other shared portfolio management activities, including security analysis, ongoing due diligence, and risk management for all investments recommended in Henssler Model Portfolios.
About Henssler Financial
With assets under advisement of more than $3.22 billion, as of June 30, 2024, Henssler Financial has been delivering comprehensive financial solutions to its individual, corporate, and institutional clients for more than 35 years. Founded in 1987 by Gene W. Henssler, Ph.D., Henssler Financial provides solutions that incorporate a range of services, including wealth management, financial planning, tax preparation and consulting, small-business retirement planning, and estate planning. The firm hosts “Money Talks,” your trusted resource for your money, your future, your life—airing Saturday mornings from 10-11 a.m. on AM 920 The Answer.
More information on Henssler Financial can be found on the firm’s website, www.henssler.com including important disclosures regarding Henssler Financial and its businesses.
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Media Contact: Kelly-Lynne Scalice · kscalice@henssler.com · 678-797-3781
The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes only. Information provided should not be the sole basis in making any decisions and is not intended to replace the advice of a qualified professional, such as a tax consultant, insurance adviser or attorney. Although this material is designed to provide accurate and authoritative information with respect to the subject matter, it may not apply in all situations. Readers are urged to consult with their adviser concerning specific situations and questions. This is not to be construed as an offer to buy or sell any financial instruments. It is not our intention to state, indicate or imply in any manner that current or past results are indicative of future profitability or expectations. As with all investments, there are associated inherent risks. Please obtain and review all financial material carefully before investing. Henssler is not licensed to offer or sell insurance products, and this overview is not to be construed as an offer to purchase any insurance products.
