About McHenry Capital
McHenry Capital is an independent, boutique, fee-only retirement planning firm that focuses exclusively on individuals on the verge of retirement, or who have just recently retired. Our firm brings a wealth of experience in helping the affluent and super affluent plan for ALL phases of their retirement.

McHenry Capital includes the following professionals:

Adams C. McHenry, Jr. Chief Executive Officer

Adams founded McHenry Capital after working for many years for a private wealth management firm. Adams has been in the retirement and investment industry since 1967, and is originally from Dayton, Ohio. He graduated with a Bachelor of Arts degree from Parsons College in 1964. Adams was Marketing Director and Vice President of two boutique investment management firms, and was a Senior Managing Director at the last firm he was with prior to starting McHenry Capital. He also has experience as a portfolio manager and senior trader with Texas Commerce Bank and American General Insurance where he managed options portfolios. Adams got his first start in the business working for Paine Webber. He also served with the United States Marine Corps. Adams oversees the operations of the firm, but is no longer actively providing retirement or investment advice. He and his wife Sandra have three children, and live in Houston. In his spare time, Adams enjoys hunting and shooting skeet.

M. Carleton McHenry, President, CFP®

Carleton is responsible for implementing the overall client retirement process. This includes creating the right income strategy, building the right investment plan, and ensuring the client's estate is in proper order (according to their desires). Carleton gained substantial retirement planning experience by working directly under Glenn Woody and his firm Glenn Woody Financial Consultants in Costa Mesa, CA. Carleton's investment planning experience comes from his time spent working as a Financial Advisor with Merrill Lynch and was later refined while working with Glenn. Carleton received his formal financial planning education through UC Irvine's Personal Financial Planning Certificate program, and he has a Bachelor of Science Degree in Business Administration from the University of Texas at Austin's McCombs School of Business where he majored in finance. Carleton initially attended Cornell University for 2 years and played football. Carleton is a trained Grangaard Strategy Advisor, and he is a member of the National Association of Personal Financial Advisors (NAPFA), the national Financial Planning Association (FPA), and the local Houston FPA chapter. In his spare time, Carleton enjoys fishing and playing golf.

Dawn A. Sanders, Director of Client Services

Dawn has worked in the retirement and investment business in supporting the back office operations since 2001. Dawn is in charge of handling the day to day operations of the firm including back office administration, handling client inquiries, money transfers / wires / deposits, and establishing account paperwork. She is also actively involved in the retirement planning and investment process with clients. Dawn graduated with a degree in International Business from Sam Houston State University. Dawn is married to her husband Jared and she enjoys reading and being outdoors in her spare time.