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Andrew H

CFP®, Series 66

Colleyville, TX

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Andrew Henk is a CFP® and Series 66-registered financial advisor at &Partners with 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He serves as vice president of the board of directors for Ellis County Fresh Water Supply District No. 1 in Dallas, TX. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services through both registered investment adviser and broker-dealer registrations, utilizing various analytical approaches and third-party managers.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Kristen H

CFP®, Series 66

Colleyville, TX

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Kristen Henk is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at &Partners since 2024 and previously spent 14 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory role, she performs bookkeeping and administrative duties for a family business. &Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by ongoing monitoring and periodic reviews.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Stephen O

Series 65, Series 66

Colleyville, TX

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Stephen Osborne is a financial advisor with \u0026Partners in Colleyville, TX, holding Series 65 and Series 66 licenses and 20 years of industry experience. Prior to joining \u0026Partners in 2025, he worked at Guidestone Financial Resources of SBC for 19 years and A. G. Edwards & Sons, Inc. for one year. Outside of his advisory role, he is a silent partner in a business that purchases and resells exotic animals. \u0026Partners serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, ERISA consulting, retirement-plan participant management, and brokerage services. The firm employs a variety of analysis methods and third-party strategies, with investment management available on both discretionary and non-discretionary bases.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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James S

Series 63, Series 65

Colleyville, TX

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James Stanford is a financial advisor at &Partners with Series 63 and Series 65 credentials and 33 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he has interests in aircraft ownership through several LLCs and holds a minority stake in a Tropical Smoothie Cafe franchise. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and consulting services. The firm employs a range of strategies using both proprietary and third-party managers, supported by ongoing monitoring and account reviews.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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