Your Sales Team

Find the regional director serving your area below, or download the territory map.

Select:

CT, MA, ME, NH, NY, RI, VT

Brad Murphy

Regional Director

(781) 267-1224

bmurphy@horizoninvestments.com

Jacob Morgan

Advisory Specialist

(704) 743-4850

jmorgan@horizoninvestments.com

DE, MD, NJ, PA (Eastern), VA, WV

Jeff Stirling, CFP®, CAIA®

Regional Director

(609) 439-3258

jstirling@horizoninvestments.com

Emmett Houlihan

Advisory Specialist

(704) 707-4275

ehoulihan@horizoninvestments.com

GA, KY, NC, SC, TN

Bobby Shanahan

Regional Director

(704) 609-8052

bshanahan@horizoninvestments.com

Katelyn Price

Advisory Specialist

(704) 919-3590

kprice@horizoninvestments.com

AL, FL, MS

John Pifer

Regional Director

(704) 465-7704

jpifer@horizoninvestments.com

Carter Berg

Advisory Specialist

(704) 919-3620

cberg@horizoninvestments.com

KY (Boone, Campbell & Kenton Counties) MI, OH, PA (Western)

Jake Silverstein

Regional Director

(614) 674-3858

jake@horizoninvestments.com

Parker Erdman

Advisory Specialist

(704) 926-2062

perdman@horizoninvestments.com

IL, IN, WI

Adam Mattson

Regional Director

(312) 519-0601

amattson@horizoninvestments.com

Emmett Houlihan

Advisory Specialist

(704) 707-4275

ehoulihan@horizoninvestments.com

AR, IA, KS, MN, MO, ND, NE, SD

Nick Wolfe

Regional Director

(913) 484-7995

nwolfe@horizoninvestments.com

Sean O’Brien

Advisory Specialist

(704) 919-3614

sobrien@horizoninvestments.com

LA, OK, TX

Matthew Terry, CFP®

Regional Director

(214) 681-3703

mterry@horizoninvestments.com

Samuel Cornett

Advisory Specialist

704-919-3606

scornett@horizoninvestments.com

AZ, CO, NM, UT

Jason Circelli

Regional Director

(480) 290-8414

jcircelli@horizoninvestments.com

Sean Roach

Advisory Specialist

(704) 919-3612

sroach@horizoninvestments.com

AK, Northern CA, ID, MT, Reno NV, OR, WA, WY

Jason Storjohann

Regional Director

(425) 422-4087

jstorjohann@horizoninvestments.com

Parker Erdman

Advisory Specialist

(704) 926-2062

perdman@horizoninvestments.com

Southern CA, HI, Las Vegas NV

Matt McDonald

Regional Director

(949) 668-2385

mmcdonald@horizoninvestments.com

Thomas Lowman

Advisory Specialist

(704) 919-3626

tlowman@horizoninvestments.com

Find the regional director serving your area.

Ready to chat with us? Find a time that works for you.

Carlos Barbosa, CIMA®

Head of Distribution

Jacqueline Helou, CIMA®

Manager, Strategic Relationships

Please complete the form and a member of our team will be in touch.

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Morgan Smith, CFA®

Head of the Portfolio Strategy Group

Casey Hazen, CFA®

Senior Portfolio Strategist

John Bryant, CFA®, CFP®

Senior Portfolio Strategist

Chris Huston, CFA®

Portfolio Strategist

Tom Lyons, CFA®

Portfolio Strategist

Mitchell Young, CFA®

Portfolio Strategist

Liza Shuck

Portfolio Analyst

Kevin Vanderbilt, CIMA®

Director of Account Management, Consulting Solutions

Brad Kasper

Director of Account Management, Consulting Solutions

Austin Fitch, CFA®

Head of Consulting Solutions

Ryan Kasper

Director of Account Management, Consulting Solutions

Brooke Lynch

Client Engagement Specialist

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Select:

CT, MA, ME, NH, NY, RI, VT

DE, MD, NJ, PA (Eastern), VA, WV

GA, KY, NC, SC, TN

AL, FL, MS

KY (Boone, Campbell & Kenton Counties) MI, OH, PA (Western)

IL, IN, WI

AR, IA, KS, MN, MO, ND, NE, SD

LA, OK, TX

AZ, CO, NM, UT

AK, Northern CA, ID, MT, Reno NV, OR, WA, WY

Southern CA, HI, Las Vegas NV

Meet Our Team