Robert Henry, CRPC, CRPS

Robert began his career in the financial services industry in 2005 as an intern with Morgan Stanley. Following his internship, he accepted a full-time position with the firm, where he continued to build his foundation in wealth management. He later joined Wells Fargo Advisors, spending 11 years as an Associate Vice President/Investments before transitioning to Stifel in 2019. During his seven years at Stifel, Robert served as a Senior Vice President/Investments. He recently returned to Wells Fargo Advisors as a Managing Director/Investments, bringing with him more than two decades of industry experience.

Robert holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses. He has also earned the Chartered Retirement Planning Counselor™ (CRPC™) and Chartered Retirement Plans Specialist™ (CRPS™) designations through the College for Financial Planning. Robert earned a Bachelor of Science in Business from Champlain College in Burlington, Vermont.

With more than 20 years of experience, Robert partners with a select group of individuals and multigenerational families, taking a comprehensive approach to helping them build, preserve, and manage wealth. He develops customized investment and financial strategies that align with each client's goals, priorities, and risk tolerance, while considering their broader financial picture. Robert also collaborates closely with clients' CPAs, attorneys, and other trusted professionals, serving as a central coordinator to help ensure all aspects of their financial lives work together seamlessly. His practice is built on long-term relationships, thoughtful guidance, and a commitment to delivering exceptional personal service.

In addition to working with individual clients, Robert provides consulting services to corporations and plan sponsors for 401(k) and other employer-sponsored retirement plans. His expertise includes investment policy development, fiduciary consulting, investment management, plan benchmarking, service provider evaluations, and participant education. By partnering closely with plan sponsors, Robert helps them navigate their responsibilities, evaluate plan effectiveness, and deliver meaningful retirement benefits to their employees.

Robert is also deeply committed to serving his community, particularly organizations that support children with special needs and their families. He has served as a Special Olympics head coach and previously sat on the board of North Star Reach, a camp dedicated to children facing serious health challenges. Today, he serves on the advisory councils for C.S. Mott Children's Hospital and Von Voigtlander Women's Hospital.

Robert and his wife, Kate, live in Ann Arbor with their daughter, Natalie. Outside of the office, he enjoys traveling, watching football, playing pickleball, and lending his talents as his wife's trusted sous chef.

Before joining Wells Fargo Advisors, Lori spent 20 years with Stifel as a Registered Client Associate. She holds Series 7 and Series 66 licenses and brings extensive experience in client service, operations, and compliance. Lori works closely with Robert to deliver a high level of personalized service while supporting the day-to-day operations of the practice.

Lori assists clients with a wide range of needs, including account administration, trading, meeting preparation, and ongoing communications. With a strong commitment to service, she has developed a deep understanding of clients' unique goals and priorities and serves as a trusted resource for account-related questions and support. Her attention to detail, responsiveness, and dedication to creating a positive client experience make her an integral part of the team.

Lori and her husband, Pete, reside in Fenton, Michigan. Outside of the office, she enjoys spending time with her children and grandchildren, exploring the open road on their Harley-Davidson, and traveling to new destinations.