Broker Check
 

Team

 

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

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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

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

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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.

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Joined Horizon with more than 35 years experience as a financial advisor, and in independent practice with LPL Financial since 2000, Specializes in working with affluent individuals, families and their closely-held entities. Chartered

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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...

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Michelle sets the tone for Horizon Wealth Management. As the first and last person our clients see when they’re in the office, she makes sure clients have a positive experience. Michelle is also our office manager, social and digital market

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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...

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Christine handles Operations for Richard Shanley and David Wadolny. She serves as a daily contact for clients, assisting with detailed account management needs and providing support on a variety of special projects. Christine provides th...

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Kaitlin manages Operations for Ryan Williamson and David Wadolny. Kaitlin serves as a main point of contact for clients, assisting on a variety of personalized projects. She delivers customer service tailored to each client’s individual...

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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

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Jackie serves as the first point of contact for client servicing & ongoing maintenance for Ron Wrobel. She is in charge of all serving of client accounts and policies requiring attention.

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