Lori A Henson
Wealth Management Advisor
Personal
I'm proud to say I'm a lifelong resident of St. Louis. My husband, Joe, and I have two sons who are married, and are blessed to have four grandchildren in our growing extended family! Watching them grow is so amazing!
We also have two beagles named Guinness and Stella. I especially enjoy nature photography, golf, traveling, and sports of all kinds.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Having spent over 20 years in the construction industry in project management, I have a keen understanding of how important planning is to good execution. I'm able to use that problem-solving foresight and vision and help my clients see what they need to do now in order to have a successful result. Typically that involves looking at the best possible outcome as well as the worst, then plan and implement products that are solutions to specific problems.
Have you ever considered "decumulation" and income planning in retirement rather than only accumulation? Or been reluctant to meet with an Advisor because you don't feel you have available cash flow to implement changes? I work with families and individuals of all incomes, having conversations centered around your current and future income needs including the FUN things in life!
As a Retirement Income Certified Professional and Member of the Million Dollar Round Table, my clients get the benefit of not only lessons I've learned through specialty certifications and achievements, but also from my experience listening to thousands of stories from the people I'm privileged to meet. As I get to know people, I continuously learn from them via life experiences, successes, as well as mistakes. As a team, we work together to achieve a future of their own design.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
