Financial planning tailored to your goals

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Chad Henry

    Chad Henry

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • IL
    • MA
    • MD
    • MI
    • MN
    • MO
    • ND
    • NV
    • OK
    • PA
    • SC
    • TX
    • WI

    For 20+ years, Chad has served as an advisor and financial coach to wealthy families, retirees & professionals. Chad has been featured as a key-note speaker at dozens of respected industry conferences and teaches regularly throughout the country, where he guides financial professionals on innovative strategy and processes. As a lifelong learner of all things financial planning, Chad regularly participates in webinars, attends conferences and reads.

    Chad enjoys coaching youth sports and has volunteered as a coach for football, baseball, wrestling and softball over the last two decades. Currently, he serves as the President of the Aurora Christian School Sports Boosters and as a varsity high school football coach for the Aurora Christian Eagles football team. He is an active member of the chamber of commerce, serves on three non-profit boards (Cal’s Angels, The Voluntary Action Center & President of Aurora Christian Sports Boosters) plus regularly serves as a volunteer for several non-profits, including his church.

    His team focuses on their shared mission to help wealthy investors create lifelong cashflow streams given their specific budgetary needs & encourages team collaboration by working within a “family office” approach that includes your CPA, attorney, and other consultants in the process to create a cohesive team focused on your success. 

    Chad resides in Batavia, IL with his wife of almost 25 years, Mary Ann and their three children, Nathan 18, Leah 16 & Abigail 15. Nathan will be attending Drake University for the 2022/2023 school year & playing football for the Bulldogs. Leah is entering her junior year of high school at Batavia plus kicking off her 9th year of competitive travel cheer. Abigail will be entering her Freshman year of high school at Aurora Christian and plans to play Softball and volleyball. As a family, we enjoy endless Uno competitions, fun adventures together, vacationing, trying new restaurants, attending sporting events and riding ATV’s. 

        • CERTIFIED FINANCIAL PLANNER™
        • Accredited Asset Management Specialist
        47 E Chicago Ave
        Suite 324
        Naperville, IL 60540
        chad.henry@ubs.com
        Chad Henry
        47 E Chicago Ave,Naperville,IL,60540
      • Lara

        Lara Hoepner

        Senior Client Associate

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          Lara graduated in 1998 with a Bachelor of Arts in Communications. Soon after, she was recruited into the liquor industry where she became a key account manager for the top 20 restaurant chains in Illinois. Lara then became the brand manager for Diageo Brands high-end spirits for Illinois.   

          After 8 years, she decided to put her career on hold to raise her 7 children. But, after a short duration, Lara changed her direction to use her experience to help grow a non-profit pediatric cancer organization. For 8 years, she worked as the director of strategic event planning and development.

          Lara is excited to grow her knowledge base, and use her skills and experience in her new role as a client service associate to build relationships with clients and bring them into the Forthright Family.

          When she is not building relationships for the organization, Lara enjoys activities and family time with her husband Rich and their seven children. Each day is full of new adventures!

                4600 South Ulster Street
                Suite 700
                Denver, CO 80237
                lara.hoepner@ubs.com
                Lara Hoepner
                4600 South Ulster Street,Denver,CO,80237

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