Broker Check

Meet Our Team

 Meet Who You’ll Be Working With

We've been helping people in Rochester and across the country manage their wealth for over 30 years. We're not salespeople. We're not here to push products. We're fiduciary advisors, which means we're legally required to put your interests first. That's how it should be, and that's how we've always done it.

Kevin Henderson

Kevin Henderson RHU, LUTCF

Financial Advisor

I've been helping people manage their money since 1987, and after nearly four decades in this business, I know one thing for certain: everyone's path is different. My job isn't to tell you what you should want. It's to listen to what...
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Tom Henderson, BFATM

Tom Henderson, BFATM

Financial Advisor

I started with Henderson Wealth Management in 2016, handling marketing, but I quickly realized I wanted to work directly with clients. I became the firm's second financial advisor and added a focus on education through events and...
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Kim Ragan

Kim Ragan

Client Relations, Advisor Support, Office Manager

I've been in financial services for 30 years, and I still love what I do. My role is all about support, whether that's opening new accounts, helping clients with existing accounts, handling compliance and accounting, or simply being...
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Jayme Levy

Jayme Levy

Administrative Assistant

I spent over 30 years teaching 7th grade science at Johanna Perrin Middle School in Fairport before retiring in June 2025. I loved my time in the classroom, but I was ready for a new challenge. I've always enjoyed working with numbers...
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Ready to Get Started?Let's Talk About Your Plan

The first step is simple: we sit down, talk about where you are and where you want to go, and figure out if we're the right fit. Reach out today, and let's start building your plan together.

Let's Talk