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Financial Professionals

The experienced financial professionals at Horizon Planning Group have an understanding of tax strategies, and an in-depth knowledge of financial services, employee benefit plans, insurance, investments, and other tools needed to build an effective financial foundation for you and/or your business.

Horizon Planning Group can help you implement and manage the various financial components to turn your vision into reality.

The key to Horizon Planning Group’s strength as a regional leader in financial services has always been our dedicated and talented financial representatives. 

Advisors

Ali Abdul-Rahman is a Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

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Andrew Burks is a Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

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Bart Kimmel is a Financial Representative of Guardian

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Brian Slabaugh is a Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

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As a respected financial advisor and Managing Director of Horizon Planning Group, Casey believes it is important that we invest in both our clients and our employees. We believe in a process-driven, disciplined approach to meeting and...

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Chip Stapleton is a Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

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Dan K Lowring, CLU joined Guardian in September 1966 as a Unit Manager and a Field Representative. He served in a Dual capacity for many years and went back into Full time personal production in 1973. He qualified for the Million...

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Diana Buford is a Financial Representative of Guardian

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Donald Aleo is a Financial Representative of Guardian

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Erik Kile is a Financial Representative of Guardian

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Jack Carlson is a Registered Representative of Park Avenue Securities and Financial Representative of Guardian.

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Jason Wilson is a Financial Representative of Guardian

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Jason Sample is a Financial Representative of Guardian.

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Jeremy Sassanella is a Registered Representative of Park Avenue Securities and a Financial Representative of Guardian.

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Jim Davis is a Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

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Kenneth Schroering is a Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

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Max Moritz is a Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

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Michael Owen is a Registered Representative of Park Avenue Securities and Financial Representative of Guardian.

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Nader Rezkalla is a Registered Representative of Park Avenue Securities and Financial Representative of Guardian.

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My career began in 2000 as a financial advisor with Prudential and I quickly moved into leadership. Mentoring, teaching and leading others within the financial services industry is an honor and has become a dedicated passion of my mine...

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Raymond Young is a Financial Representative of Guardian

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Rob Adlard is a Financial Representative of Guardian.

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Robert Wilson is a Registered Representative of Park Avenue Securities and Financial Representative of Guardian.

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www.hochfinancial.com Ryan Hoch is a Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

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Sean Steiman is a Financial Representative of Guardian

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Tom Cates is a Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

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Anthony Bonnano is a Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

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William Wilson is a Registered Representative of Park Avenue Securities and Financial Representative of Guardian.

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