HENDERSON WEALTH - Key Persons
Job Titles:
- Client Relationship Manager
Matthew Ruch is the newest addition to the Henderson Wealth Partners team! Prior to joining HWP, Matthew worked at Merrill Lynch as a Client Associate and Senior Operations Representative. In 2017, Matthew graduated Magna Cum Laude from Florida International University with a B.A. in Organizational Communication. Matthew looks forward to using his education and professional experience to provide HWP clients with outstanding service.
On a more personal side, Matthew is a bit of a pop culture aficionado and enjoys keeping up with the latest books, games, TV shows, and movies. In his spare time, he also enjoys watching sports (particularly the NFL), trying new foods, and exploring our beautiful Southwest Florida community with family and friends.
LPL Financial representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Rina Lelekis Henderson wears many hats at HWP! But the biggest role she plays is in managing the company's marketing and community relations efforts. Together, Rina and Sam, HWP's founder and CEO, built their business from the ground up all while growing and raising their family. Rina has played a very big part in the growth and continued success of HWP throughout the past 35+ years!
Rina received a journalism degree from The University of Florida, began her career as a Public Relations Coordinator and was a founding member and past president of the Florida Public Relations Association here in Lee County.
Rina is passionate about serving her community, having been actively involved with many local organizations throughout the years, and loves being creative and spending time with her five grandbabies, Charlie, Andi, Lainey, George, and Tommy.
Job Titles:
- CEO
- Founder
- Founder & Wealth Advisor
- Our Founder
Sam Henderson is the founder and CEO of Henderson Wealth Partners, a full-service, independent wealth management firm serving clients in Ft. Myers and surrounding Southwest Florida communities.
Sam brings nearly three decades of financial services industry experience to individuals, families and business owners seeking comprehensive financial advice and planning strategies to lead them to and through retirement.
Prior to establishing Henderson Wealth Partners in 1998, Sam enjoyed a successful career at a major Wall Street investment firm, managing money and providing financial planning services for high-net-worth individuals, families and business owners. He earned a Bachelor's Degree in Economics from the University of Florida.
Sam provides his clients with access to a broad range of resources across financial disciplines as a result of the many professional and business relationships he has developed over the course of his 35 year career. These include long-standing relationships with estate planning attorneys, CPAs, trust, mortgage loan and investment banking professionals, among others.
He takes an active interest in the Southwest Florida community. However, his most valued honor is the opportunity to serve families seeking objective financial guidance and the lasting relationships he has developed with his clients over the years.
Sam and his wife, Rina, live in Ft. Myers, FL and have three daughters, Allie (31), Emily (28) and Samantha (20). Allie, who was recently married, joined her father at Henderson Wealth Partners four years ago. Sam enjoys spending time with his family, especially during the highly-charged college football season. The family's allegiance continues to be divided between the Gators and Seminoles. Sam and Rina are University of Florida alumni, while the two oldest daughters are FSU graduates. The Gators have taken the lead in the family now with daughter Sammie as a student there! Go Gators! Go Noles!
Our founder, Sam Henderson, began his career as a financial advisor with a large Wall Street firm. His passion for his clients drove his success, yet the proprietary influence of a large firm led to his desire to serve his clientele in a different way. He believed it was in his clients' best interest to offer more choices and opportunities as an independent advisor.