Meet the dedicated, knowledgeable staff supporting your day-to -day needs.
From left to right: John Crawford (Financial Consultant), Jackie Malich (Financial Planning Assistant), Kathleen Merkle (Administrative Assistant), Paul Fousek, Ryan Williamson, Top Stair: Michelle Brennan (Operations Manager), Matt Arhontas (Advisor), Bottom stair: Richard Shanley, Erica Padilla (Office Manager), Robert Buoy (Client Services Associate), and Kaitlin Wysopal (Financial Planning Assistant).
At Horizon Wealth Management, our entire office team stands ready to provide an exclusive level of service that’s hard to find outside the private wealth divisions of large investment banks.
The private wealth advisors at Horizon Wealth Management each have a dedicated, highly-trained support team to assist clients with day to day needs such as:
- Processing account contributions and distributions
- Establishing access and assisting clients with Account View
- Updating financial planning projections
- Answering questions regarding account balances and assets
- Coordinating between clients and third parties (annuities, 401k rollovers, etc.)
- Submitting account updates or change paperwork
Our extended support team are long-time members of our practice, who enjoy building lasting relationships with our clients.