Hank specializes in comprehensive financial planning, investment management, and advanced income strategies for high net worth individuals. He adds value and a holistic approach to planning by collaborating with specialist in various disciplines including tax planning, estate planning and asset protection. Hank’s practice focuses on helping clients avoid the common mistakes, while putting them on a financial path that is aligned with their goals.
Hank’s experience includes working with The Federal Reserve Bank of Atlanta, consulting with commercial banks, and investing in real estate. With the benefit of his comprehensive investment experience, Hank can help provide you with an understanding of how to help you make wise choices about your financial future. When Hank’s grandmother was stricken with a debilitating illness, he learned firsthand the emotional and financial impact it can have on a family. As part of each comprehensive strategy, Hank educates each client on the importance of long term care planning and takes pride in helping families plan for their needs and the needs of their aging parents.
Areas of Expertise
- Comprehensive Financial Planning
- Investment Management
- Estate Planning
- Income Distribution Strategies
- Long Term Care Planning
- CERTIFIED FINANCIAL PLANNER™ professional
- Bachelor of Science in Business Administration, University of Florida
- Broward County Chapter of the Financial Planning Association (FPA) Member
- Financial Services Institute (FSI) Member
- Weston Bar Association
Outside The Office
Hank and his wife Kimberly enjoy traveling and spending time in the Florida Keys. He has two step sons Nick and Chris. Nick joined Financial Strategies Group after graduating Florida State and Chris is a graduate from the University of New Hampshire and is working at Eaton Vance in Boston. Hank enjoys biking, scuba diving, golfing, fishing, tennis and spending time with friends and family. Also, he enjoys public speaking on the topic of the economy and helping his audiences understand the difference between the news “flash” and what actually matters. Hank and his wife Kimberly currently live in Fort Lauderdale, FL.
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