Meet your financial guides

Henderson Wealth Management

We help you gain confidence in your retirement.

Whether you need help with your company’s retirement plan or navigating your own future, you want to know you can retire and have enough to enjoy that season. But here’s the problem: navigating your retirement options can be confusing and overwhelming. You’re already busy. There’s simply not enough time to become a retirement pro.

You deserve a financial guide, someone navigating you into and through retirement while helping you have enough.

At Henderson Wealth Management, we help individuals and companies understand, plan, and act wisely in their retirement plans. From downside protection to long range planning to tax implications, we provide a comprehensive look into your retirement future. This holistic look gives us the clarity we need to help you discover the future you deserve.

We’ve worked with hundreds of businesses and individuals over the years. Whether you have your own 401K account or you manage dozens of plans for your company, we have the expertise and experience to help you retire on your own terms.

Meet Brett, our founder

Like you, I believe life is our greatest asset. Money, wealth, and retirement are important, but they are tools to help build the life we want. I’m Brett, founder of Henderson Wealth Management. As a Marine, dad, philanthropist, and avid community member, I see money as the path towards the life you want. Whether you want extended road trips across the country or spending more time with the family, your financial plan should match what you want from life. And that’s what we’re here to give you.

Our Team

Each team member is dedicated to delivering the best results to our clients.

Brett Henderson

Brett Henderson

Owner, Senior Retirement Plan Consultant

As a prior US Marine Corps Officer, Brett brings a unique discipline to corporate finance. During his years of service Brett was an M1A1 tank officer, commanding and providing recommendations for the tactical employment of his unit. After his service as a Marine Officer, he began bringing the firepower to retirement plans. Brett has been in the corporate finance industry for 15 years, working as an advisor for Merrill Lynch and UBS Financial Services, and earning industry recognition such as the 2017 NAPA Young Guns Award and being named Financial Times Top 401(k) Advisors in 2016 and 2017. With a desire to provide a more personalized approach without sales quotas or proprietary products, he founded Henderson Wealth Management as an independent firm. When he is not facilitating retirement plans, Brett enjoys much of his time as a new father with his young son Lucas. He also enjoys taking his Jeep on desert expeditions. He graduated from Tulane University with a Bachelor of Science in Management and Accounting in 1998, and Boston University with a Master of Science in Business Administration in 2002. Check Brett’s background on Finra’s BrokerCheck.

Brett is a Certified Investment Management Analyst® (CIMA®). What does that mean? It means he completed an advanced professional education and certification program for advisors who desire to serve their clients with the most sophisticated investment and portfolio management knowledge.

Matthew Frankis

Matthew Frankis

SVP of Client Experience

Matthew Frankis is a Business BS graduate from London, United Kingdom. His experience is working in the alternative asset space, with a strong focus on client’s investment advisory needs. Matthew pairs the importance of building strong relationships, along with a holistic understanding of each client’s individual financial goals to bring about the best outcome. He is a keen sportsman and world traveler who loves to help people achieve success.

Anneka Winton

Anneka Winton

VP of Client Experience

Anneka Winton is an undergraduate student pursuing an Economics BS with a minor in Psychology. With her past experience in the Financial Services industry and her zestful demeanor, Anneka is well-equipped to recognize and empathize with clients needs — providing them with the proper support to achieve financial stability at Henderson Wealth Management. When given the opportunity to, she loves to explore and travel to learn about different cultures and cuisines. She is passionate about altruism and virtue, and welcomes all people with open arms.

Independent Financial Partners Support Team

Aaron Gilman

Aaron Gilman

Chief Investment Officer, IFP

Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset Management. He conducts analytical research and due diligence for all investment types, portfolio analyses and construction, portfolio management, and directs all activities in IFP’s asset management group. Mr. Gilman also serves as the head of the IFP Investment Advisory Committee.

Mr. Gilman is an employee of Independent Financial Partners and not alliliated with RadiantVest Financial.

FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Pete Nunley

Pete Nunley

Director, Asset Management, IFP

Pete Nunley conducts due diligence for investments, helps advisors with investment-related tasks, forecasts market returns by running regression analyses using economic variables, assists in the surveillance of LPL, Schwab, Fidelity, and TD Ameritrade accounts, and much more. He also serves on IFP’s Investment Advisory Committee.

Mr. Nunley is an employee of Independent Financial Partners and not alliliated with RadiantVest Financial.

FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

It’s not just about helping great companies.
It’s also about helping great communities.

As a veteran-owned wealth management firm, we support organizations that care for our veterans when they return home. We donate 5% of our profits to organizations that are helping veterans heal and build a life when they return home and begin to adjust to a new.

The Battle Buddy Foundation ensures Veterans and their families receive programs and services that help them acclimate back to family and civilian life by:

  • Building a community of peer support for veterans and their families through programs, events and social media.
  • Providing elite service dogs to disabled veterans of all eras suffering from Post-Traumatic Stress, Traumatic Brain Injury and physical limitations, at no cost to the veteran.
  • Providing education and awareness to the public and private sectors pertaining to service dog law and etiquette, the rights of disabled veterans and other issues facing our veteran community.

It’s not just about helping great companies. It’s also about helping great communities.

As a veteran-owned wealth management firm, we support organizations that care for our veterans when they return home. We donate 5% of our profits to organizations that are helping veterans heal and build a life when they return home and begin to adjust to a new.

The Battle Buddy Foundation ensures Veterans and their families receive programs and services that help them acclimate back to family and civilian life by:

  • Building a community of peer support for veterans and their families through programs, events and social media.
  • Providing elite service dogs to disabled veterans of all eras suffering from Post-Traumatic Stress, Traumatic Brain Injury and physical limitations, at no cost to the veteran.
  • Providing education and awareness to the public and private sectors pertaining to service dog law and etiquette, the rights of disabled veterans and other issues facing our veteran community.

We help turn your 401k into a major advantage for recruiting and retention.