About

CSH Investments is a wealth management practice serving families and businesses with hands-on, concierge-level service.

Having a wise plan and a secure future is what matters most to the clients we serve. Because of this, we know how important it is for you to have a financial partner you can trust.

We Practice What We Preach

We’re not going to advise you on strategies we don’t apply to our own investment accounts. We care about growing and protecting your money just as much as ours.

You’ll Never Be Just a Number

We offer personalized service that a larger broker can’t deliver. Our clients get access to our personal cell phone numbers. It’s important to us that you feel taken care of as life brings unique challenges and opportunities.

Our comprehensive strategies and custom solutions help you avoid financial uncertainty, enjoy worry-free retirement, maximize your earnings, and live a comfortable, financially stable life. For over 20 years we’ve given our clients the guidance they need to find peace-of-mind with their investments.

A worry-free future begins here: we listen to your needs and goals, we devise a plan you can rely on, and you succeed in securing the future you deserve.

Schedule a time to talk to us today.

CSH team photo

Our Team

Charles Steve Henry

Investment Advisor and Founder

After Steve graduated with a finance and economics degree in 1985 he came across the classic investment book “The Intelligent Investor” by Benjamin Graham. He was hooked after reading this, and has been continually fascinated by the investment process ever since. Money management is not only Steve’s job, but his passion.

After many years working for an independent broker-dealer, in 2003 Steve decided to start his own firm believing he could provide a higher level of personal service than what people often experience with a big firm.

Steve, a Registered Investment Advisor, has a high level of expertise with multiple degrees and certifications, and over 25 years of experience in investment management, financial planning, and various tax issues.

Robbie Johnson

Investment Advisor

Robbie Johnson joined CSH in 2019 with a passion to work with a firm that values the client over the commission. His aim is to ensure every client feels understood and taken care of, especially when making big financial decisions.

After spending years as a golf professional, Robbie became a Registered Representative in 2001 and then spent a few years in the banking industry. He eventually went back to school earning a degree in accounting with a minor in business administration, along with getting FINRA Series 65 licensure.

Robbie is uniquely qualified to help with all aspects of your financial planning, guiding you to make the best decisions, and helping you find confidence in your financial future.

Laurie Henry

Customer Care Specialist

Laurie Henry joined CSH in 2020 with a desire to help clients create a solid financial plan for their future.

Having been in the financial industry for over 30 years, Laurie has held many positions including operations manager at HR Block, tax consultant and preparer, employer, and head education instructor. She’s also worked on behalf of clients when dealing with the IRS.

Laure brings her background in customer service in the banking industry and telecommunications to the clients CSH serves. She believes you should always feel heard and taken care of when dealing with big decisions that have to do with your finances.

Everyone deserves a reliable financial partner they can trust

Working together we’ll ensure you live a comfortable, financially-stable life.

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