Horizon Financial logo

Horizon Financial Employee Directory

Financial ServicesMichigan, United States11-50 Employees

Horizon Financial is a woman-owned financial services firm that has served northern Michigan for more than 32 years. The Traverse City–based practice provides comprehensive financial planning and wealth management, with a CFP and an MBA among its staff. Its client-to-team member ratio of 35:1 supports a more individualized service approach for clients.

Its advisory services are provided through Commonwealth Financial Network, a Registered Investment Adviser. The firm reports a high level of client loyalty, evidenced by a 95% retention rate. Horizon Financial serves individual clients in the United States and operates from Traverse City, Michigan.

Find Horizon Financial employees' phone numbers or email addresses

Horizon Financial Global Highlights

Location
Employees

North America
78

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  • United States Of America
    76
  • Canada
    2

Asia
3

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  • India
    3

Oceania
2

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  • Australia
    2

Horizon Financial's Leadership

  • Chief Executive Officer And President at Horizon Financial
    J. W.
    Chief Executive Officer And President
  • Chief Investment Officer at Horizon Financial
    K. B.
    Chief Investment Officer
  • President at Horizon Financial
    J. S.
    President
  • Owner at Horizon Financial
    G. D.
    Owner
  • Owner at Horizon Financial
    M. P.
    Owner
  • Assistant Vice President at Horizon Financial
    J. B.
    Assistant Vice President
  • Senior Vice President Asset Management at Horizon Financial
    S. H.
    Senior Vice President Asset Management
  • Vice President at Horizon Financial
    W. J.
    Vice President

Horizon Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Horizon Financial

Name
Title
Contact
Location
Last Update
  • Owner at Horizon Financial
    G. D.
    Owner
    Oct 22, 2024
  • President at Horizon Financial
    J. S.
    President
    Oct 16, 2024
  • Chief Executive Officer And President at Horizon Financial
    J. W.
    Chief Executive Officer And President
    Oct 17, 2024
  • Chief Investment Officer at Horizon Financial
    K. B.
    Chief Investment Officer
    Jun 08, 2026
  • Owner at Horizon Financial
    M. P.
    Owner
    Oct 18, 2024
  • Assistant Vice President at Horizon Financial
    J. B.
    Assistant Vice President
    Oct 17, 2024
  • Senior Vice President Asset Management at Horizon Financial
    S. H.
    Senior Vice President Asset Management
    Oct 23, 2024
  • Vice President at Horizon Financial
    W. J.
    Vice President
    Oct 22, 2024
  • Director Of Client Services at Horizon Financial
    D. J.
    Director Of Client Services
    Oct 24, 2024
  • Director Alternative Financial Strategies at Horizon Financial
    S. K.
    Director Alternative Financial Strategies
    Oct 23, 2024

Frequently Asked Questions

What is Horizon Financial known for?

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Horizon Financial was founded in 2002 and operates in the Financial Services industry. You can contact Horizon Financial's main corporate office by phone at . Explore Horizon Financial's company overview page for more information.

What is Horizon Financial's most common email format?

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Horizon Financial employees' email format typically follows the pattern of FLast@cfnmail.com. Trying to find reliable and up-to-date employee contact data? Find more Horizon Financial email formats with LeadIQ.

How many employees does Horizon Financial have currently?

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Horizon Financial has approximately 34 employees as of August 2026. These team members are located across 3 continents, including North America, Asia and Oceania.

Who are Horizon Financial's key employees and leadership?

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As of August 2026, Horizon Financial's key employees include:

  • Chief Executive Officer And President: J. W.
  • Chief Investment Officer: K. B.
  • President: J. S.
  • Owner: G. D.
  • Owner: M. P.

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