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Who We Are

Modern Horizons: Navigators on your financial journey

Our Approach

We’re a Team

We’re a Team

Our team has over 50 years combined experience in the industry.

Our clients get not only one dedicated financial advisor, but the whole team. Each of us brings not only expertise, but varied life experiences, backgrounds, and education that help us understand where you’re coming from, what you’re looking for, and why.

We work together, giving our clients the benefit and strength of our collective experience, expertise, and understanding.

We invite you to discover the power of a team.

We Educate Our Investors

Informed decisions are the best decisions. As wealth advisors, part of our job is to help you understand complex financial planning choices. We don’t just dictate your financial strategy. We keep you informed and include you in the decisions. We also make sure you’re kept updated when news happens that affects the strategy that we’ve built together.

You not only have a plan, but you’re also informed, empowered, and prepared with our online resources, email alerts, and one-on-one counseling.

Our mission is to help clients work toward financial independence through planning and to build a long-term relationship with each client as their trusted and knowledgeable wealth advisor. We aim to accomplish this through education, training, integrity, and outstanding client service.

Meet the Modern Horizons Team

Backed by LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under
ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.

LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

We’re here to help

We’re here to help

We see the diversity of our clients as a strength and our team’s diversity as your advantage.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. Motivated by the desire to help people gain the financial freedom they’ve earned, we joined forces and founded Modern Horizons Wealth Advisors.

With our understanding of personal finance and our training as financial professionals, we help people better prepare for the future.

Our aim is to help our community secure and maintain wealth for themselves and those they care about.