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
You’ll Never Be Just a Number
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.
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.
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.
Customer Care Specialist
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.