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).
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.