Associates

• Doug Horn, CFP®

  Founder and CERTIFIED FINANCIAL PLANNER™

• Teresa Horn

  Relationship Manager

• Shane Smith, CFA® CFP®

  CERTIFIED FINANCIAL PLANNER™

• Jennifer Hunt

  Executive Assistant

• Danielle Roberson, FPQP®

  Senior Client Specialist

• Jen Braun

  Accountant/Office Manager

• Thaddeus Danson

  Client Specialist

• Kristin Lawicka

  Administrative Assistant

• Kaylee Smith

  Administrative Assistant, Client Services

• Kim Babel

  Data Management Assistant

• Claudia Brown

  Accounting Assistant

• Sharon Larsson

  Accounting Assistant