Colleen M. Henes, CFP®, JD
“My goal is to combine my legal, tax, and financial skills by working with high net worth clients throughout their lifetimes and their beneficiaries’ lifetimes. It makes me feel good to help others and know I’m making a difference in their lives.”
Lawyer – 10+ years
Financial Advisor – 3+ years
As a Financial Advisor in Advanced Planning, Colleen brings 10+ years of experience to SFG. As a lawyer and financial planner, she is qualified in helping affluent clients develop a comprehensive wealth strategy due to her in-depth understanding of the legal, tax, and financial aspects of the plan. Colleen constructs, manages, and maintains clients’ financial portfolios by focusing on legal and tax ramifications. Colleen serves as lead advisor to SFG's Trust Representative Office of National Advisors Trust Company (Strategic Private Trust Services). She works best with families to preserve their wealth and their legacy. Colleen pays close attention to clients’ concerns by talking things through and assisting where necessary.
During the busy tax return season, Colleen is outsourced to StrategIQ Tax and Business Services, LLC (STBS) to provide tax return services to STBS clients. Colleen enjoys providing such tax return assistance as it keeps her current on the latest tax developments.
Colleen graduated from the University of Illinois Urbana-Campaign with a Bachelor of Science in Psychology. She continued on to DePaul University College of Law and attained her Juris Doctor (JD). Colleen has worked for Illinois-based law firms, and is experienced with working with affluent families by representing them in divorce, tax, estate planning, and estate administration matters. She counseled clients on potential estate and income tax implications of their estate plan and determined whether their goals align with the language of their current documents. Colleen made the transition from estate planning to financial planning to cultivate deeper relationships with her clients. She earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation through the Certified Financial Planner Board of Standards, Inc. Colleen is looking forward to expanding her knowledge in investment management.
Colleen participated in the Illinois State Bar Association Lawyer-to-Lawyer Mentoring Program. This created an opportunity for Colleen to provide professional guidance and share her knowledge, judgment, and skills with a newly-admitted attorney. Step by step, she believes we can make a big difference in our communities.
Colleen is a proud mother of her daughter, Emma, and has two rescue puppies (who keep her on her toes). Her caring and compassionate nature has led her to become an Illinois-licensed foster parent. Colleen’s favorite sports team is the Chicago Cubs, and she would like to attend one of its games in each stadium.
- Bachelor of Science in Psychology, University of Illinois Urbana-Champaign, 2000
- Juris Doctor, DePaul University College of Law, 2004
- Published Works
- “Choosing a Guardian in Five Simple Steps”, Avvo
- “Family Limited Partnerships: How They Can Help Reduce Estate Taxes”, Avvo
- Worth Magazine, August-October 2017, “Why do I need an estate plan with trusts? Isn’t a will enough?”
- Worth Magazine, November 2017 – January 2018, “What are the most common mistakes people make when creating their trusts?”
- Awards and professional distinctions
- Dean’s List at DePaul and U of I
- Golden Key National Honour Society
- Phi Alpha Delta (law “fraternity”)
- Professional designation
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Juris Doctor (JD)
Strategic Financial Group, LLC ("SFG") and StrategIQ Tax and Business Services, LLC ("STBS") are affiliated entities under common ownership of Strategic Financial Group Holdings, LLC ("SFGH"). SFGH and all companies in which SFGH holds, directly or indirectly, any ownership stake sometimes are referred to by such affiliated company group’s trade name "IQ Companies". STBS is referred to sometimes as STBS or as its trade name StrategIQ Tax and Business.
FINANCIAL PLANNING SERVICES; INVESTMENT ADVISORY SERVICES
The services mentioned in the above title are provided solely by SFG, a Registered Investment Adviser (RIA) registered at the federal level in the United States with the Securities and Exchange Commission ("SEC"). Some clients of SFG choose to become clients of STBS to receive accounting and tax support services from STBS.
Neither SFG nor STBS, nor any of the other IQ Companies, provides legal services or is a law firm. No member, officer or employee of any IQ Companies that is a lawyer provides any legal services to any clients of SFG or STBS through any IQ Companies and no services to any clients of SFG or STBS provided by any such member, officer or employee of any IQ Companies that is a lawyer are, or shall be deemed, legal services of any type whatsoever by any IQ Companies.
In the event that a client of SFG or STBS is or becomes a client of, or receives legal services from, any lawyer who serves as a member, officer or employee of any IQ Companies, whether directly or through such lawyer’s law firm, (for example, in connection with a sale or reorganization of such client’s business or in connection with trust or estate related matters of such client,) all IQ Companies hereby disclaim any involvement in any legal services to any such client.
©2018 STRATEGIC FINANCIAL GROUP HOLDINGS, LLC