Advisors
Dennis Peatrowsky, J.D.
President & Managing Member
(402)-676-2477
dennis@virtuewealthcounsel.com
A native of West Point, Nebraska, Mr. Peatrowsky brings over 25 years of experience in financial services, estate planning, investment management. A United States Marine Corps veteran, Mr. Peatrowsky received a baccalaureate degree, summa cum laude, from Park University and obtained his Juris Doctor (JD) degree from the Creighton University School of Law in 1994.
Mr. Peatrowsky served more than 17 years as compliance officer, in-house counsel and wealth advisor for regional registered investment adviser firms. Mr. Peatrowsky has a track record managing customized investment portfolios, and provides counsel to individuals, families, trustees and business owners while working with their advisors, CPAs, and trusted professionals.
Admitted to the practice of law in Nebraska, Peatrowsky held the Series 4, 7, 24, and 63 securities licenses, holds the Series 65 investment adviser license and a life and disability insurance license. He is a member of WealthCounsel, the Nebraska State Bar Association, is an active parishioner at St. Wenceslaus Catholic Church, and enjoys spending time with his three children.
Mark Henry, J.D.
Senior Vice President
(903)-787-5093
mhenry@virtuewealthcounsel.com
A native of Texas, Mark Henry has been licensed in the securities industry for over 20 years, with a license as an investment advisor since 2006. Outside of Virtue Wealth Counsel, Mark is the founder of Stewardship Planned Giving and is recognized nationally in stewardship, estate planning, and planned giving. Henry holds Series 63 and Series 65 licenses, which qualifies as both a securities agent and an investment advisor representative. He is the Senior Vice-President and Director of Planned Giving.
Mark is the author of various books, including “Finish Faithful”, a Catholic stewardship look at estate planning and philanthropy. Mark practiced law concentrating on Catholic estate planning and philanthropy since 1983 and has served the Catholic community in leadership positions with Dioceses and Foundations and as a philanthropic adviser to Catholic nonprofits and individuals. Mark is a frequent speaker at Catholic conferences and a guest on Catholic radio programs.
DJ Peatrowsky, ChFC®, FBS®
Wealth Manager
(402)-612-5740
djpeatrowsky@virtuewealthcounsel.com
As a Wealth Manager, holding the ChFC (CHARTERED FINANCIAL CONSULTANT) designation and a Master of Financial Planning & Financial Psychology from Creighton University, DJ brings a wealth of knowledge to the team at Virtue Wealth Counsel, LLC. He delivers on simplifying complex financial topics and empowers clients to make informed decisions. Faith, trust, and transparency are qualities DJ believes are important in fostering long-term relationships.
DJ employs a total wealth management approach to help his clients 1) create an investment strategy tailored to their retirement needs, 2) reduce their tax exposure, and 3) transfer their wealth to their heirs. Additionally, DJ provides due diligence to the President and reviews asset allocation decisions for portfolios and assists the firm’s Chief Compliance Officer in reviewing regulations and regulatory filings.
DJ is a parishioner at St. Wenceslaus Catholic Church and volunteers at local charities, such as Least of my Brethren, and is a member of the Catholic Business Group of Omaha.
Advisor Support Teams
Sydney Peatrowsky
Client Services Associate & Marketing Director
Sydney has a bachelor’s degree in marketing from the University of Nebraska at Omaha. She is responsible for the new client onboarding process as well as the day-to-day client service responsibilities. Sydney spent several years supporting management teams in marketing, retail, and the non-profit industries before joining Virtue Wealth Counsel.
She brings a tremendous work ethic and calming personality to Virtue Wealth Counsel and our clients. Sydney believes having a positive outlook and a readiness to learn are the keys to personal growth. Beyond her professional endeavors, Sydney is also involved with her church at St. Wenceslaus. She enjoys the adventure of travel, hiking, and walking her dog, Poppy, around the lake.
Trevor Henry
Customer Relations
Trevor Henry assists the Virtue Wealth Counsel Texas office with customer relations. Trevor has a background in database management and not-for-profit services. He graduated with a Bachelor of Science in Business Administration from Grand Canyon University.
Outside of the office, Trevor enjoys playing softball with the local Catholic team and other outdoor activities like hunting, fishing and snowboarding.
Contact us to discuss our past results and how Virtue Wealth Counsel can be the steward of your financial future. Your faith, our expertise, and a commitment to value-added strategies set us apart.
Let’s embark on this journey together.