Partner, Financial Advisor
brett@horizoncapitalkc.com
Brett is a Partner and Advisor with Horizon Capital Advisors. He started his career working for a global insurance company in the San Francisco Bay area before relocating to Kansas City in 2009. He enjoys working with individuals and business owners in all facets of financial planning and investment strategies. Brett is an Investment Advisor Representative with LPL Financial. and has earned the professional designation of Chartered Retirement Planning Counselor (CRPC®).
University of Kansas, BS in Business Administration/Finance
Brett was raised in the Chicagoland area as well as Louisville, KY. He currently resides in Prairie Village, KS with his wife, Jaimie, sons, Beckett (10) and Sutton (7), daughter, Harlow (4), and Golden Retrievers, Maddie and Frankie. Brett enjoys following his kid’s soccer, baseball and basketball teams and spends most weekends travelling between those activities. In his spare time, he likes Tennis, Golf, Running, and watching the Kansas City sports teams.
Partner, Financial Advisor
brock@horizoncapitalkc.com
As a Financial Advisor and Partner at Horizon Capital Advisors, Brock strives to employ a suitable standard while working with both individual clients, and business owners alike.
Brock holds the highly regarded industry designation of CFP®, and advises his clients with a financial planning approach. Whether their goals are accumulating wealth through their working years, choosing a retirement timeline, maximizing Social Security benefits, or planning a distribution strategy, Brock is a valuable asset to his clients through all phases of their lifetime.
University of Kansas - B.S. in Business with a Finance emphasis.
Brock and his wife Kayla have two sons; Max and Barrett. He is an avid sports fan who cheers for his Kansas Jayhawks and the Kansas City sports teams. In his spare time, he enjoys fishing and traveling with his family.
Financial Advisor
brian@horizoncapitalkc.com
Brian started in the financial services industry at age 23. He has built a successful financial services practice over the years by using a straight forward, consultative approach. Brian is an Investment Advisor Representative with LPL Financial and has earned the professional designation of CERTIFIED FINANCIAL PLANNER™. Brian developed a comprehensiveinvestment selection process used by his firm and continues to be involved with modeling strategies designed to manage the specific needs of our clients. Working with both business and personal needs, Brian has a special focus on retirement planning for those near or at retirement.
Financial Advisor
bennett@horizoncapitalkc.com
(Visit brokercheck.finra.org // CRD# 6753679)
When working with my clients I prioritize comprehensive financial planning. Every family and individual whether they know it or not has 5 disconnected financial plans. That being their estate, tax, insurance, income, and investment plan. It is crucial to review and discuss all aspects of a family's financial plan as decisions in one sector of a family's financial plan often affect another part of their financial plan.
Prior to joining Horizon Capital Advisors, I worked on a local sales desk in their DCIO - (Defined Contribution Investment Only) division. I am a graduate from the University of Kansas with a bachelor’s degree in Finance. I am an Investment Advisor Representative with Securities America Advisors, Inc. and have earned the following professional designations: CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst (CIMA® ), Accredited Investment Fiduciary (AIF®) and the Chartered Retirement Plan Specialist (CRPS®).
I was born and raised in the heartland of Kansas, a small town called Winfield. In my spare time, I enjoy playing golf, staying active, and traveling with my fiancé, Kelly. I have divided loyalties to my beloved Jayhawks and to my family's Huskers, as I was born a Husker but grew up loving the Jayhawks.
Office Manager, Administrative Assistant
jamie@horizoncapitalkc.com
Current role includes preparing and processing paperwork, answering phones and handling customer service request. Jamie joined Horizon Capital Advisors in 2017 and has worked in the financial services industry since 2008.
Wichita State University, Bachelor of Business Administration in Finance
In my spare time, I’m usually with my husband, Shawn, and our dogs, Peanut and Pearl, working on our various home projects. I also enjoy crafting, going to the lake and cheering on the Chiefs, Royals and Shockers.
Administrative Assistant
tina@horizoncapitalkc.com
Administrative Assistant for 6 years, based in the Clinton, MO office of Horizon Capital Advisors. Prior to that was in banking industry for 7 years and have 20 plus years in customer service, started working at Bill Houk Agency, Inc. in September of 2013.
Grew up in South Kansas City with my parents and one brother and one sister. I attended Center School District, graduating in 1999 from Center Senior High School
My first job was as a cashier at Hy-Vee in Leawood, KS where I continued to work until 2006.
Met my spouse in 2002 and have been on this crazy life adventure with him since, including his time in the service which took him overseas to Iraq in early 2003 to return in late 2004.
I moved to Deepwater, MO and in March 2006 I married my husband, Trent. Deepwater is where we reside today with our two wonderful children, a son, Jacob and daughter, Abbigail along with our three cats and two dogs!
My family is the most important thing in my life, so every spare minute I get it’s to spend time with them. I am crafty girl at heart, and love to take photos…..some may say too many but I don’t think you can ever have enough. I have a big heart for animals and if given the option I would take in all the stray cats and dogs that my family would allow. If I’m not out supporting my children in all their life adventures you can usually find me at home enjoying the peaceful country life relaxing with family and friends and possibly putting my baking skills to the test!
Financial Advisor
cindy@horizoncapitalkc.com
Too many financial advisors focus on “products”. Over my 2 decades of financial services experience, I’ve focused on “partnerships"! I believe it is necessary to work in concert with you and on your behalf (with your permission) to help you pursue the best life possible. I strive to clearly understand your background, philosophy, needs and objectives. I will develop a personalized, written financial plan specific to your situation and goals. In doing so, I can help bring financial organization to your life and I'll work to help keep it that way! If you see wisdom in this approach I would be happy to help you or those you care about