Our Team

Dave Henry
Client Service Associate

David joined Litman Gregory in 2018 as a member of the Client Service Team. His previous role included 10 years of client service with Trillium Asset Management. Prior to working in wealth management, David was a Financial Analyst with Kaiser Permanente, an independent real estate broker, and a retail store owner/operator.

Achievements & Credentials

  • St Mary’s College (MA, Health Services Administration)

Personal Obsessions

  • Riding my motorcycle
  • Hiking with our dogs
  • Attending plays and concerts

Let's discuss your financial plan.