By Henry Lessner, CFP®
At Wealth Management Group, LLC, we are proud of our team. We’d like to share a little more about each team member in a series of posts.
As we move through life, things often seem to get more complicated. We move up the ladder in our career and start a family, all the while trying to balance our wants and needs and our short-term and long-term goals. The decisions we make have far-reaching implications, and we might not know all of our options or the resources available to us.
This is where I come in. My goal as a financial advisor is to help individuals and families manage their finances and feel less overwhelmed.
Starting My Career
Financial advising wasn’t the first step in my career. After graduating from Texas A&I University with a bachelor’s degree in electrical engineering, I spent 30 years in the telecommunications industry, most notably leading MCI, now Verizon, to start, develop, and expand its vast global voice, data, and Internet network. At that point in my life, I decided to make a drastic change to pursue my passion for helping others better manage their financial lives.
In 2005, I entered the financial industry, eventually obtaining my Certified Financial Planner designation. After six years working for Fortune Financial Services, LLC, I left the firm to help start Wealth Management Group, LLC. I haven’t looked back since!
My Role Today
As an advisor, my goal is to make my clients’ wealth work harder for them. I work with my clients and their families to help relieve the burden of wealth management so they have the freedom to do the things they truly enjoy. I do this by providing comprehensive wealth management services, including wealth protection, wealth enhancement, wealth transfer, and charitable giving. Regardless of the services I provide, I strive to be the person my clients can trust to give them accurate, unbiased information and advice to guide them on their financial journey.
Like any job, there are obstacles and triumphs. Technology is constantly changing and it can be difficult to stay on top of the changes and how they affect our services. Regardless of the challenges, I wouldn’t want any other career. It’s incredibly fulfilling to see people change the way they handle their finances so they can reach their goals. I love helping my clients grow their portfolio and prepare for a comfortable retirement.
In all I do, I aim to do my best for my clients. If you would like to learn more about Wealth Management Group and how we can partner with you to pursue your financial goals, contact our office at (214) 644-2564 or email me at firstname.lastname@example.org.
Henry Lessner is a financial advisor at Wealth Management Group, LLC, with 13 years of industry experience. Henry is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in wealth management for pre-retirees and retirees. Based in Allen, Texas, he serves clients in Collin County, the DFW metroplex, and throughout Texas and other areas of the country. Learn more by connecting with Henry on LinkedIn.