At Horizon Capital Advisors, we are in the business of helping clients discover strategies to work towards pursuing their life's goals and dreams. Our inspiration is solely based on working with our clients and adding contentment to their lives. Through ongoing communication and teamwork, we are able to truly understand what motivates them and how they define financial success. Our values-based planning process allows us to help our clients navigate the path of their financial future in working towards building financial confidence.
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®).
Attended
University of Kansas, BS in Business Administration/Finance
Outside of Work
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.
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.
Attended
University of Kansas - B.S. in Business with a Finance emphasis.
Outside of Work
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.
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.
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 LPL Investment Advisor Representative 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®).
Outside of Work
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.
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.
Attended
Wichita State University, Bachelor of Business Administration in Finance
Outside of Work
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.
Tina joined the Horizon team in 2020 as an Administrative Assistant, based in our Clinton, Missouri office. She brings over 25 years of experience in the client service industry.
Background:
Originally from Kansas City, Missouri, Tina graduated from Center Senior High School. In 2006, her family relocated to a rural community outside of Clinton, Missouri, where she has since established her home.
Outside of Work:
In her free time, Tina and her husband enjoy attending sporting events year-round to support their active children. She also pursues amateur photography, and enjoys crafting, baking, and spending time on the family farm.
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