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 achieve 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

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“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 of 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.

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 the University of Texas in Austin, holding a BBA in finance and marketing. Additionally, Bryn holds FINRA Series 7, 24, and 66 securities registrations with Commonwealth Financial Network®.

Awards

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,

2014-2021 Five Star Wealth Manager Award, created by Five Star Professional. The 2021 award was presented in July 2022 based on data gathered within 12 months preceding the issue date. 4,093 advisors were considered, 330 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

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.

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.

Claudia Perez Brown

Vice President

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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 FINRA 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

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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 a 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.

Deirdre Steven

Client Relationship Manager

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Deirdre is our client relationship manager at Guided Path Financial, where she is responsible for preparing and processing all new business applications, as well as providing full service on all existing client accounts/contracts. She also schedules all client meeting appointments for Bryn and Claudia.

Deirdre traveled the world with her family as a child before they settled on Florida as their permanent residence when she was 12. She selected Texas Christian University (TCU), in Fort Worth, to earn her bachelor of science in nutrition, and then went on to later receive her Executive MBA from the University of Texas at Dallas (UTD). She has worked in the financial industry for over 20 years.

In her spare time, Deirdre enjoys listening to music, traveling, and trying out new recipes. She also volunteers with various local charities such as Habitat for Humanity, The Dallas Arboretum, and Swim Across America, which raises money and awareness for cancer research and treatments.

Ryan Lee

Financial Advisor

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Ryan serves at Guided Path Financial as a Financial Advisor. By implementing unique investment portfolios and retirement planning strategies, Ryan’s mission is to help each client achieve their financial goals through long-term growth. Ryan holds a Bachelor of Administration in Risk, Insurance, and Financial Services from the University of North Texas. Additionally, he holds the FINRA Series 7 and 66 securities registrations as well as the Texas Life and Health Insurance license.

Before working with the firm, Ryan served at Kanakuk’s Family Kamp in Branson, Missouri, for many years on their Leadership team. Outside of the office, Ryan enjoys spending time with his wife, Erin, in their home in Plano. He also stays busy with his many hobbies, including pickleball, playing music, and reading.

He currently volunteers at North Dallas KLIFE, where he leads a small group of high school boys in weekly Bible studies. Whether it is at work, church, or with friends and family, serving the needs of others is Ryan’s main passion.

Sarah Henry

Director of Marketing & Technology

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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 and 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!