Broker Check
 

Team

 

Leads investment research supporting asset management strategies. Complex college planning, CERTIFIED FINANCIAL PLANNER TM, Accredited Investment Fiduciary (AIF®)

Read more

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

Read more

Leads retirement and estate plans, buy-sell agreements. Complex retirement planning, Accredited Asset Management Specialist (AAMS), Accredited Investment Fiduciary (AIF®)

Read more

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...

Read more

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.

Read more

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...

Read more

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...

Read more

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..

Read more

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

Read more

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.

Read more