Mike Henzes

I founded Alegre Wealth Management with a simple belief, money should be a source of freedom, joy, and alignment, not stress. After years advising high-net-worth clients and leading financial planning teams, I’ve learned that true wealth isn’t measured by what you have, it’s defined by how intentionally you use it. At Alegre, I partner with professionals, families, and business owners who want more than just investment management, they want a thoughtful, ongoing relationship with a planner who understands their goals, values, and life transitions. My role is to bring clarity to complexity, structure to opportunity, and a sense of calm to your financial life. With a planning approach that blends strategy and empathy, I help clients design lives that feel as good as they look on paper. Whether we’re building a comprehensive wealth plan, refining investments, or preparing for a major life shift, my goal is the same: to guide you toward a life that feels balanced, purposeful, and as our name reflects, alegre, full of joy.

Rebekah Minnich is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2014. With a career in the financial services industry that began in 2004, Rebekah focuses on delivering personalized financial strategies tailored to each client's unique needs and objectives. Her expertise includes family wealth management strategies, personal retirement planning, portfolio management services, and addressing the financial needs of women. Rebekah holds a Bachelor's Degree from Kutztown University and the Professional Investment Advisor (PIA) designation. She is dedicated to providing a complete client experience that supports individuals in achieving their financial goals. Outside of her professional work, Rebekah enjoys music, reading, traveling, spending time with her family, and watching movies.

Roger Kent is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has served clients since 1994. He brings a planning-based approach focused on addressing evolving client circumstances and objectives through customized financial strategies. His work spans retirement planning, wealth transfer, college savings, business succession, tax minimization, and liability management. Roger also holds the designation of Senior Portfolio Advisor, enabling him to build and manage tailored investment strategies including discretionary management through Merrill’s Investment Advisory Program. With over 30 years of experience in wealth management—including four years at J.P. Morgan’s Private Banking Group—Roger has served diverse client groups such as physicians, small business owners, retired couples, divorcees, and widows. He emphasizes frequent, candid dialogue and collaborates closely with clients’ attorneys, CPAs, and firm specialists to provide comprehensive financial guidance and support through major life transitions. Roger holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor℠ (CRPC®) designations, among others. Roger earned a Bachelor of Business Administration with a concentration in Finance from Villanova University. He is actively involved in his community, serving on the Board of the Villanova Blue White Scholarship Foundation and coaching basketball for CYO and recreation leagues. Residing in Chester Springs with his wife and three children, Roger enjoys long-distance running, basketball, and family time at the Jersey Shore.