Hillary Henry 1
  • Download Bio

Notable

  • 3 Years of Financial Services Experience

Contact

  • 678-797-3713

  • Email Hillary

Hillary Henry
Financial Planner

Hillary Henry is a Financial Planner for Henssler Financial. Ms. Henry joined the firm in January 2019 as a Client Service Associate, supporting the firm’s Financial Planners and Associates. She was promoted to Financial Planner where she assists Managing Associate Shawna L. Theriault, CPA, CFP®, CDFA, and Senior Financial Planner Josh Weidie, CWS®, with reviewing client asset allocation, and client cash flow projections, processing client information and client services support duties.

Prior to joining the firm, Ms. Henry was a Personal Banker at CharterBank, where she worked closely with the bank’s customers to service their financial needs, including opening accounts and applying for loans and credit cards. To ensure the bank was in compliance, she also assisted commercial and mortgage lenders with obtaining all documentation needed for accounts and loans.

Ms. Henry earned her Bachelor of Business Administration with a concentration in Management from Mississippi State University. She is currently enrolled in the University of Georgia | Greene Consulting, Online Financial Planner Program and aims to sit for the CFP® Board exam in 2020.

Hillary Henry 1

Hillary Henry
Financial Planner

  • Download Bio

Hillary Henry is a Financial Planner for Henssler Financial. Ms. Henry joined the firm in January 2019 as a Client Service Associate, supporting the firm’s Financial Planners and Associates. She was promoted to Financial Planner where she assists Managing Associate Shawna L. Theriault, CPA, CFP®, CDFA, and Senior Financial Planner Josh Weidie, CWS®, with reviewing client asset allocation, and client cash flow projections, processing client information and client services support duties.

Prior to joining the firm, Ms. Henry was a Personal Banker at CharterBank, where she worked closely with the bank’s customers to service their financial needs, including opening accounts and applying for loans and credit cards. To ensure the bank was in compliance, she also assisted commercial and mortgage lenders with obtaining all documentation needed for accounts and loans.

Ms. Henry earned her Bachelor of Business Administration with a concentration in Management from Mississippi State University. She is currently enrolled in the University of Georgia | Greene Consulting, Online Financial Planner Program and aims to sit for the CFP® Board exam in 2020.

Notable

  • 3 Years of Financial Services Experience

Contact

  • 678-797-3713

  • Email Hillary

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