Buttonwood Financial Group, LLC
Chris Henry is a Portfolio Technical Specialist at Buttonwood Financial Group, LLC, since April 2015, responsible for managing trading and portfolio rebalances, bond trade allocations via Schwab, and client tax payments. Prior experience includes serving as a Sr. Relationship Specialist at Schwab Performance Technologies, focusing on portfolio management software and client data accuracy, and as a Portfolio Service Manager at Etelligent Consulting, where responsibilities included managing portfolio management systems and client communications. Chris began a career at FedEx Express as a Courier and DOT Handler, enhancing customer relationships, and had a brief tenure as a waiter at P.F. Chang's Restaurant. Chris holds a BBA in Finance from Texas Christian University.
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Buttonwood Financial Group, LLC
At Buttonwood Financial Group we focus on comprehensive Wealth Management - tax, insurance, estate planning, investments, cash flow, and financial planning. We serve as your Family CFO helping to make sure these items are coordinated and targeted to specifically fit your specific needs and financial objectives. After all it’s your money, your needs, and your life! At Buttonwood Financial Group we have taken our goal of being a client centric firm to the next level. To us client centric entails: Better personal service than investors can get anywhere else, honest, top-notch professionals, a first-rate team focused on YOUR comprehensive financial objectives, 24-hour web access to accounts and financial plan, fee based compensation rather than commissions, and personalized services— oh, and at a cost often far less than our lower service competitors. When done right, a wealth management firm can make a huge positive impact on your life! When you are ready to move your financial life forward give us a call.