Henssler Financial, an independent financial advisory and wealth management firm, has promoted eight professionals in the firm’s Kennesaw office. The promotions expand the senior capabilities across several of the firm’s offices and dedicated industry groups.
Promoted to Managing Associate
Wes Hackney, CFP®, Charlie Holloway, CFP®, CDFA™, and Shawna Theriault, CFP®, C.P.A., were promoted to the role of Managing Associate. They will become more engaged in initiating new business, working on overarching planning issues, managing staff, and leading teams.
Promoted to Associate
D.J. Barker, CWS®, Will Bowen, CFP®, Tommy Cole, and K.C. Smith were promoted to Associate. Their new responsibilities include managing client accounts on a day-to-day basis, as well as providing financial consulting for businesses and individuals.
Promoted to Training Manager
Additionally, Adam Ledbetter, CFP®, was promoted to Training Manager. He will be developing the firm’s training program to accommodate technological changes and enhance productivity and quality of work.
“Over the past several years, our staff has really matured in the role they play in managing client accounts,” said Gene W. Henssler, Ph.D., the firm’s President and Chief Investment Officer. “These individuals have demonstrated the values and integrity that are critical to forming lasting client relationships.”
“The expansion of our Planning & Implementation Department is a great benefit for our clients,” said Jennifer Thomas, CFP®, one of the firm’s principals.