Team Bios
Cherrie Moreno
Client Service Associate
Colleen Henderson
Client Service Associate
Colleen provides administrative support as well as client service and event planning. She has over a decade of experience including positions as Executive Assistant and Office Manager in the fields of architecture and real estate, as...
Jessica Sexton
Chief Compliance Officer
Jessica has served as IAA’s CCO since February 2014. Her primary responsibilities are to proactively identify, evaluate, manage and report on compliance and ensure IAA’s compliance with outside regulatory requirements and...
Michael P Henderson, CFP® CKA®
Founder/Wealth Advisor
For nearly 25 years, I've been trusted resource for families seeking financial guidance. As a CERTIFIED FINANCIAL PLANNER™, my team and I specialize in financial planning, asset management, risk management, along with estate and...