AUGUST 2016, Kennesaw, Ga.— Henssler Financial, an independent financial advisory and wealth management firm, is proud to announce that Jarrett McKenzie, CFP®, CWS®, has been promoted to Senior Associate.
Since joining the firm in 2013, McKenzie has shown tremendous initiative, beginning as a Financial Planner, assisting with client cash flow projections, processing client information and client services support duties. In November 2015, he was promoted to Associate shortly after achieving his Certified Financial Planner™ designation.
“Jarrett took on several existing client accounts, enhancing the firm’s existing long-term relationships, in addition to establishing relationships with new customers. He has really embraced our investment philosophy and our commitment to providing individualized attention through a hands-on approach to financial management to our clients,” said William G. Lako, CFP®, Managing Director for the firm.
McKenzie’s responsibilities include managing client accounts on a day-to-day basis, analyzing client data and providing recommendations based on the firm’s strict investment criteria. He also contributes to “Money Talks,” the firm’s financial talk radio show. He earned a Bachelor of Business Administration in Finance and a Master of Business Administration from Kennesaw State University. He is a Certified Financial Planner™ Certificant and has earned the Certified Wealth Strategist® (CWS®) industry designation administered by Cannon Financial Institute. He holds the Series 6, Series 63 and Series 65 registrations.
Gene W. Henssler, Ph.D., the firm’s President and Chief Investment Officer said, “Jarrett has demonstrated the values and integrity that are critical to forming lasting client relationships.”
Disclosures:
About Henssler Financial
With assets under advisement of more than $1.53 billion as of June 31, 2016, Henssler Financial has been delivering comprehensive financial solutions to its individual, corporate and institutional clients for nearly 30 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 Atlanta’s longest running and most respected money show on radio—“Money Talks”—airing Saturday mornings from 10-11 a.m. on AM 920 The Answer.
Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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