Selecting a financial adviser is an important decision.
We believe the independent, fee-only advisory model and a client-first approach reduces the potential for conflicts of interest.
fi·du·ci·ar·y
Or simply: our clients interests are our primary interests.
We believe that trust must be earned.
We are focused, personalized, and "eat our own cooking". That means we manage our own personal assets using the same strategies we advocate and employ on behalf of our clients.
Team Nvest
Team Nvest is dedicated to serving clients as we pursue our CORE VALUES:
Bill Henderly, CFA
FOUNDER
Bill founded Nvest Wealth Strategies in May 2006 and served as CEO and Chief Investment Officer through 2023. Prior to establishing the firm, he was the President of Investments and CIO of Portfolio Consultants, Inc. Bill has over 45 years of investment management experience, including the management of the Ohio Bureau of Workers Compensation's $13.0 billion endowment fund. He also managed personal client investments for bank trust departments and a small insurance company and remains a valued resource.
Bill obtained his MBA from Xavier University, B.S. from Ohio Northern and holds the Chartered Financial Analyst designation (CFA). Bill also served as a member of the Investment Advisory Committee for the Wendy's Dave Thomas Foundation for Adoption. He and his wife Terry have 3 adult sons and live in Powell where they are active members at Worthington Christian Church.
Steve Henderly, CFA
PARTNER & CHIEF INVESTMENT OFFICER
Steve joined Nvest Wealth Strategies in November 2006 shortly after the firm's founding and today serves as its CEO & Chief Investment Officer (CIO). Steve enjoys investment research and analysis, and working closely with clients. Before Nvest, Steve worked as a Research Analyst covering the food, drug and retail industries for F&D Reports and Creditntell.com.
Steve obtained his B.S. in finance from The Ohio State University Fisher College of Business and also holds the Chartered Financial Analyst (CFA) designation. Steve is a member of the CFA Society of Columbus and previously participated on its board of directors.
Steve and his wife Suzanne live with their three children Camdyn, Beckett, & Reilynn in Powell and are active members of Powell United Methodist Church. In his free time, Steve enjoys golf, exercise, biking, and serving as a coach to the recreational sports teams of his children.
Jordan Ranly
PARTNER & FINANCIAL ADVISOR
Jordan joined Nvest Wealth Strategies following nearly 19 years of employment with Honda (2003~2022) where he held various engineering and supply chain leadership roles with increasing levels of responsibility. As a senior leader within the Supply Chain organization, Jordan led a large, diverse group of engineers and supply chain experts across Honda’s broad North American operations.
A 2003 graduate of The Ohio State University with a B.S. in Mechanical Engineering, Jordan later earned his MBA from Ashland University in 2009. In 2023, Jordan completed the requisite coursework online with Boston University and passed the exam towards the CERTIFIED FINANCIAL PLANNER designation. With extensive experience as a quality engineer, procurement specialist, and supply chain leader, Jordan has developed extensive skills in problem solving, data analytics, and financial modeling. Jordan strives to engage clients utilizing these various tools and skills to provide actionable plans that deliver financial peace of mind.
With their four children (Addison, Vincent, George, and Lucy), Jordan and his wife, Erin, live near Plain City, OH. Jordan enjoys coaching, sports, camping, and spending time with friends and family. He also plays guitar and sings locally at various venues as a member of both “The Reatles” and “Ranly Nixon Acoustic”.
Diane Carpenter
Office Manager & Client Concierge
Diane joined the Nvest Wealth Strategies team in 2022 to provide "white glove" support to clients and our office operations.
Diane’s background includes over 18 years of operations experience. Most recently, she was the Client Relationship Manager for Peregrin Services. Prior to that, she worked with Discover Financial Services in financial operations for over 17 years. While there she was responsible for risk mitigation and department performance and managed several areas within the credit card sector including Financial Planning & Analysis, Bankruptcy, Consumer Credit Counseling, and Probate.
Diane is originally from southern Ohio, and remained in the Columbus area after earning her B.S. in Health Education from The Ohio State University. She lived in Dublin for over 18 years before moving to her current home on 5 acres in the country, near Marysville, Ohio. She has 2 adult sons (Tim and Steve), also in the Columbus area and loves getting together with her family and friends. She is an animal lover (3 dogs, 1 indoor cat, 4 barn cats, 1 horse), enjoys baking and cooking, and is an avid reader.
Albert Van Fossen
Client Advisor
Albert joined Nvest in 2025 and plays an important role in supporting both financial planning and investment management for the firm. He is passionate about helping clients navigate their financial journeys, combining thoughtful planning with sound investment strategies.
Albert earned a dual degree in Finance and Risk Management & Insurance from the Lacy School of Business at Butler University in 2020. After graduating, he began his career as a licensed representative at Charles Schwab, holding both the Series 7 and 63 licenses. His experience in financial markets and client service provides a strong foundation for his work at Nvest.
Albert and his wife, Allison, reside in Lewis Center, where they enjoy being close to both of their families. Outside of work, Albert enjoys playing pool, staying active through sports, and spending time with his two nieces and nephew.
