Our Team

Our Team

We are an independent financial advisory firm focused on maintaining strong and authentic relationships with our clients. You, our clients, drive all that we do, and our goal is to help you acheive your financial goals.

We are backed by Commonwealth Financial Network®, the nation’s largest, privately held Registered Investment Adviser. Since 1979, Commonwealth has been helping independent financial professionals help investors like you by providing my firm and many others with the technology and other resources to help us focus on your financial goals.

Bryn Henry, AIF®

Founder & Wealth Advisor

“My passion is helping my clients find financial freedom and independence through establishing clear goals and financial discipline.”

Bryn and his wife, Sarah, live in Lewisville, Texas, with their three children. In his free time, he enjoys spending quality time with his family. He is also an active member in his church. On the weekends, you will find him attending his children’s various events, and you might occasionally catch him on the golf course with his wife and/or children.

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Bryn helps clients identify where they are and what they want to accomplish, and then provides proven strategies to help them realistically and efficiently achieve their financial goals. His clients include individuals, business owners, and key executives for whom he helps develop customized planning. This is accomplished by using a broad range of planning strategies that incorporate innovative solutions for both investment and retirement goals, as well as legacy and estate planning. 

Prior to entering the financial services sector nearly two decades ago, Bryn spent 10 years in various management roles in a variety of business sectors. His professional experiences give him a unique perspective on the bottom line, in addition to being able to see the viewpoints of the business owner, the executive, and the employees. Bryn is an Accredited Investment Fiduciary® (AIF® ) designee and a graduate of University of Texas in Austin, holding a BBA in finance and marketing. Additionally, Bryn has FINRA Series 7, 24, and 66 securities registrations with Commonwealth Financial Network®. 

Awards

Five-Star
 

 

Bryn is a multi-year Five Star Wealth Manager recipient. Five Star Wealth Managers are selected by their peers as satisfying objective eligibility and evaluation criteria associated with providing quality services to clients in the market region. In 2016, less than 3 percent of wealth managers in Dallas, Texas, were named to the list*.

 

 

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Bryn Henry is proud to have been recognized as a Vista Club advisor for 2017—a distinction based on annual production that places him among the top 30 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

 

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Advisors who have earned the Accredited Investment Fiduciary designation are able to demonstrate that they are interested in,  and working towards, the best interests of their clients. In order to use the AIF Designation, Bryn had to receive training, met certain qualifications, and pass the AIF exam. The AIF designation, coupled with the knowledge and processes taught in the  course,  is one of many ways Bryn is able to bring added value to prospective and existing clients.

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,471 Dallas/Fort Worth wealth managers were considered for the award; 678 (28 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
 

Claudia Perez Brown

Vice President

Claudia started her investment career with Dean Witter in 1987 and was trained in all aspects of branch and client support on her way to becoming an operations manager in a top-producing Dallas branch. Claudia later combined her client service and operations knowledge with securities registrations.

Currently, as a Registered Representative with Commonwealth Financial Network®, she holds the following securities registrations: General Securities Representative (Series 7), the Unified State Securities Law Exam (Series 63), and the Uniform Investment Adviser Law Exam (series 65). Separately, she is licensed by the State of Texas to sell life insurance, health insurance, and annuities.

Claudia graduated from the University of Texas at Dallas. Claudia is married and lives with her husband, a young son, and a house full of pets in Plano, Texas. She is actively involved in her church and Catholic Charities, which offers various family and children outreach programs.

Doris Lynch

Client Relationship Manager

Doris and her husband, Ron, live in Corsicana, Texas, where they are very involved in supporting their two children and five grandchildren in various activities. She also enjoys quality time spent with friends, playing the piano, and she has a love of decorating.

Doris joined Guided Path Financial in 2010 as client relationship manager. Doris has a background in banking, public relations, and sales management, having served as vice president of operations within the banking industry and as a national sales manager for a well-known home entertainment company. She brings to the team communication, organizational, and professional skills with a true desire to help others meet their financial goals.

Leann Bell

Client Services Manager

Leann serves at Guided Path Financial as the client services manager in the Plano office. She is enthusiastically applying her skills and expertise to obtain maximum success in her position.

She started her administrative career more than 10 years ago, working for a diverse group of companies and a number of great business associates. Prior to this, she owned a successful salon, Hair by Leann. She enjoyed the artistic and analytical aspects of the salon, however, she made the career change in order to spend more quality time with her family. 

Leann has three sons and just welcomed her first grandson in November 2015. She lives with her younger sons, along with her dog and horses. She has been riding horses since she was a child. She continues to travel to various state parks to trail ride, as well as participating in local parades. Her life's passion is animals and she dedicates a great portion of her free time to animal rescue and volunteering at local shelters and with the Humane Society Equine Department.

Sarah Henry

Director of Marketing & Technology

Sarah provides the direction and oversight of our marketing and technology components. She comes to us with nearly 20 years of experience in the information technology sector. Her responsibilities include managing the website, social media components, and keeping our client data secure. She also assists with a variety of things that happen behind the scenes to help our clients enjoy an optimal client experience. 

Sarah has a BA from the University of North Texas and a master's in technical communication. She is wife to Bryn and mom to three amazing kiddos. She is active in Scouts with her daughter and enjoys coaching soccer for both of her sons' recreational teams. Additionally, Sarah picked up the game of golf this past year; she is still working on those putts so that one day she might actually beat her 8-year-old son!