Thomas Henry
Thomas Henry
Registered Representative
(937) 225-9288
1 River Park Dr
Dayton, OH 45409
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My Background

Do money matters make you feel overwhelmed?  Would it help to have a calming voice in your corner when you have questions related to your finances?  With over 25 years of experience, I want to assist you in preparing a financial plan that will support your short-and-long-term goals, while planning for unexpected life events.  My experience during up and down economic markets along with a thorough understanding of the use of credit union products and services can be put to use to help you achieve personal financial security.

Working together, we will start by applying a personalized process of establishing an understanding of your present financial situation and ultimately creating a plan that will form the financial blueprint that you desire.  The result will be a strategy designed to help you build and protect your future.  As your life changes, so do your financial needs. I will be here for you through every stage of your life.

From investment and insurance products to retirement planning, I am here to match you with the right strategies.  My investment philosophy emphasizes a balanced approach to pursue the growth that you are looking for while managing the risks associated with investment markets, inflation and other influences that can impact your finances.

In my spare time, I enjoy coaching high school basketball and participating in physical fitness activities.  I also really appreciate a variety of forms of music, especially when it is experienced live.

My Education:

  • B.A. in Marketing from the University of Dayton
  • Registered to offer Securities, Life and Health insurance licensed

Affiliations:

  • Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC
  • Licensed Life Insurance Agent

Community Activities:

  • Varsity Assistant Basketball Coach – Madison Jr./Sr. High School
  • Volunteer – A Child’s Hope International, Inc. – Sharonville, OH

 

“If you don’t have time to do it right, when will you have time to do it over?” – John Wooden, famed UCLA Basketball Coach.  Let’s work together to do it right!