Team
Leads investment research supporting asset management strategies. Complex college planning, CERTIFIED FINANCIAL PLANNER TM, Accredited Investment Fiduciary (AIF®)
Richard Shanley, AIF®, CFP®, Principal
Principal & Founder
Leads our financial planning practice & investment policy, Specializes in retirement planning, Accredited Investment Fiduciary (AIF®), Chartered Mutual Fund Counselor SM (CMFC®), CERTIFIED FINANCIAL PLANNER TM
Leads retirement and estate plans, buy-sell agreements. Complex retirement planning, Accredited Asset Management Specialist (AAMS), Accredited Investment Fiduciary (AIF®)
Joined Horizon with more than 30 years’ experience as an investment consultant at Prudential Securities & LPL Financial, Specializes in multigenerational planning, FINRA Series 7, 24, 63, and 66 registrations.
Matt began his career in the financial services industry with Horizon Wealth Management in 2012. He then spent several years trading on the Chicago Board of Trade, Chicago Mercantile Exchange and the Chicago Board Options Exchange...
Michelle's key function is to oversee the day to day operations for our clients to ensure a positive, efficient experience. She also directs our community awareness through local events and marketing.
Robert is a dedicated Financial Analyst and an essential member of the Investment Committee. He oversees daily tracking of client portfolio positions, monitoring more than 600 client portfolios and trade executions a day. He gathers data...
Kathy oversees Operations for Richard Shanley and David Wadolny. With years of financial industry experience, she collaborates daily operations, client service and account management. Kathy truly enjoys assisting others to ensure that...
Kaitlin joined Horizon Wealth Management in 2013 as an Operations Associate. After gaining tremendous experience in the industry by working closely with individual clients, she migrated into the role of Financial Planning Assistant..
John manages Operations for Paul Fousek and David Wadolny. He serves as the main point of contact to clients, striving daily to fulfill all of the clients’ needs. John also provides excellent and detailed account management services
Jackie has been in the financial services industry since 2010. Jackie is passionate about financial planning and loves helping clients come up with solutions to financial questions, both big and small.