M. Carleton McHenry, CFP®
Carleton founded the firm based on his prior experiences having worked for both Wall Street (Merrill Lynch) and Main Street (GWFC). Carleton's desire was to incorporate the best of both to provide clients with Wall Street capabilities but with Main Street transparency. The firm takes pride in being a boutique firm that can offer both.
Carleton personally enjoys working with every client guiding and coaching them to achieve their long term financial goals and objectives. His 25+ years of industry experience enables him to bring a seasoned perspective to his advice and client work.
Carleton initially studied at Cornell University and then the University of Texas at Austin. Carleton can remember taking a personal finance class at UT that he really liked which motivated him to want to learn more. This became the foundation for his start in financial services which ultimately led him on this journey.
Carleton met his wife Laura back in 2018 who introduced him to the town of Leavenworth, WA. He immediately fell in love with the place where he could sense God's beauty all around.
Carleton is active with several organizations in the community including his church. He has been a champion over his lifetime for helping those in his community who have a need - whether mentally through his time with the Depression and Bipolar Support Alliance (DBSA) and the National Association of Mental Illness (NAMI) or those with a special need like his youngest son Mac.
When he is not working, Carleton loves being in the outdoors whether it is hunting, fishing or snow skiing. He also loves being around other dads watching their kids play sports or just enjoying a beer or a nice glass of wine with other friends doing the same.
Besides his family, this bio would not be complete without also mentioning his other two loves - Otis and Millie - his two black English style Labrador Retrievers - who you will find him walking around town every day and would love for you to come say hello!
Frank Bonanni
Frank has been in the financial services industry since 1999. He started as a Risk Analyst and Corporate Trainer at TD Waterhouse which later became TD Amertirade/Schwab.
Frank worked for Quick & Reilly, which became Bank of America Investments. At Quick & Reilly/Bank of America, he developed, facilitated, and managed sales and systems training for new personnel for the firm.
Frank managed the continuing education program for the existing BOA workforce based out of New York City, Charlotte, NC, and Boston. After leaving the training department, he was the Northeastern Relationship Manager, managing a team of 15 people. His primary responsibility was as a mediator and liaison between the front and back office and vendors of the company.
From Bank of America Investments, Frank transitioned to JP Morgan/Chase working as a Financial Advisor where he honed his craft on the financial planning side. Frank loved the planning aspect of the advisor/client relationship so much that he decided to transition out of an advisory role and just function on the back end technical part of the business.
Frank has been working in this capacity now for over 5 years and provides the company full financial planning client support. Frank is passionate about his work and helping create more certainty for our clients' life plans and dreams.
Frank loves to spend time with his two children whenever he can. He also loves to travel and has a dream of one day living and working full time on a beach in Mexico!
Frank is a big believer in lifestyle design and Return on Life (ROL). He loves to do yoga, reads lots of literature, and watches a lot of old films. And he is a bit of a foodie and quite the wine snob!
Dallas Scoffield
Dallas is in charge of all of the firm's client service and back office operations. This includes opening new investment accounts, setting up and maintaining clients portals, move money authorizations, and more.
Dallas is married to Shelby and they have 5 children. In her spare time, she enjoys volunteer work, reading, skiing as a family, and kayaking.
Laura Nielsen McHenry
Laura grew up in Woodinville, WA and attended college at Central Washington University in Ellensberg. With a desire to pursue a career in marketing and sales, Laura moved over to the west side and started her career in Seattle. Although she enjoyed her time there, she wanted to explore other options outside the state, so Laura eventually moved to Austin, TX in 2014 before many others did the same during and post COVID.
Laura and Carleton first met at a Christian based fundraiser where they happened to sit at the same table next to one another as guests of the host who sponsored the table! They soon started dating, and were married shortly thereafter.
Laura and Carleton both had a strong desire to raise their family in a smaller community with easier access to the outdoors. Leavenworth was a natural fit since this was a part of the state where Laura had spent extensive time, and had family in the region growing up. After getting married in her hometown of Woodinville, Laura took Carleton to Leavenworth for a mini-honeymoon and the rest was history!
Laura and Carleton have made Leavenworth their home now for over 7 years and have thoroughly enjoyed God's beauty in the Cascade mountains and all the wonderful new connections they've made here in the valley.
Laura is a full time mom to two busy and active boys, Finn and Mac. She is very involved in her church and provides part time support to McHenry Capital on an as needed basis.
The McHenry's were dealt with an unexpected surprise with the birth of their youngest son, Mac, as he was born with several medical complications including a rare genetic disorder that will most likely require lifelong intervention. This has sparked a tremendous passion for both Laura and Carleton to do all they can to help support other families who are also dealing with their own special needs situation.
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