Currently serving as the Vice President of Advisory Services, I’ve been in the financial field since 1997. Though Continuum was officially established in 2010, many of our current clients were under our care even before that date.  We’ve grown together!  I work as the overall “mechanic” for Continuum, providing personalized portfolio maintenance for clients including the establishment and transfer of accounts, distributions, rollovers, performance reporting, and advisory fee processing.  Anticipating client needs and problem solving are woven into all of my responsibilities.  In addition, overseeing the compliance activities of the firm is another (albeit, less exciting) aspect of my day-to-day duties.

I earned my Chartered Retirement Plans Specialist designation through The College for Financial Planning, and received a BA in Mathematics from Hartwick College in Oneonta, New York. I hold a Series 66 securities license.

After hours is spent trying new recipes, coaxing dahlias blooms in the garden and working my way through as many books as I can.  My husband and I are getting used to the idea of an empty nest as we travel to watch our two daughters compete on the Marist University Equestrian Team.

I look forward to hearing from you: jhenry@contwealth.com