When it comes to your family, your business or the goals you have had planned for years, it’s important to know which steps will take your financial future where you want to go. For us, it all starts with providing the kind of communication that’s personalized beyond the expected charts, graphs and analyses. When we meet with our clients it’s about taking the time to understand their life, not just their balance sheet.
Day in and day out, we believe in communication that’s honest and clear with a focus on the large and small moments in life – including the sudden and unpredictable factors that come our way. When life is in transition it’s important to be prepared for the curveballs, so our professional team is there to help with the tough decisions so that you’ll have the confidence to make the right moves.
Pete Bush, CFP® is the CEO, a co-founder and Partner of Horizon Financial Group, based in Baton Rouge, Louisiana. He has been in the financial services industry since 1991, focusing his career on assisting successful individuals across many walks of life with their personal financial management. His clients include business owners and executives, medical and legal professionals, retired couples and individuals, and professional athletes.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Registered Principal with Cetera Advisors. For the past seven years, Pete has been one of seven advisors selected by the Cetera Advisors, LLC President/CEO to serve as a member of the President’s Advisory Council, a group counted on for leadership initiatives within the company. In addition, Pete serves on several committees for the broker dealer holding company, Cetera Financial Group. His professional licenses and registrations include the Series 7, 24, 63, 65, 51 and Life, Health and Disability Insurance. He is a member of the Financial Planning Association (FPA) and the Financial Services Institute. Under his leadership, Horizon was selected as a member of the “LSU 100” in 2011 – 2016 and is recognized as one of the top 100 fasted growing Tiger owned or managed companies in the world.*
Insights from Pete have been featured in nationwide publications such as: Business Week, American Way Magazine, Institutional Investor, Journal of Financial Planning, Financial Planning Magazine, Lagniappe- the official publication of the Louisiana Society of CPA’s, The Baton Rouge Business Report, Investment News and many more.*
Pete is actively involved in his community, having served on many boards and committees over the years, including the YMCA, the LSU Alumni Foundation, First United Methodist Church, The Baton Rouge General Foundation, Rotary Club of Baton Rouge, The 2 Seam Dream Foundation, Junior Achievement, a founder of Baton Rouge Uncorked, the LSU CFP® Advisory Board and is a current member of the LSU TAF Board.
*Listing in this publication is not a guarantee of future Investment success. This recognition should not be construed as an endorsement of the advisor by any client.
Andy has been a Financial Advisor for over 18 years. As a partner at Horizon Financial Group,Andy serves in two major capacities —Financial Advisor for a select group of individuals and families and head of our Retirement Plans Division as a Chartered Retirement Plans Specialist℠, Accredited Investment Fiduciary℠ and Professional Plan Consultant™ for businesses.
With progress and improvement in mind, Andy collaborates with business owners to identify their optimal plan design, evaluate the reasonableness of expenses, provide proactive service and monitor their fund offerings. He leads a team of advisors who work with participants to help them understand the reality of retirement and the need to actively plan and save. He was instrumental in developing the 401(k)onfidence System, Horizon’s proprietary system for providing ongoing education, guidance, communication and service to plan sponsors and their employees. The ultimate goal Andy and his team strive toward is helping plan sponsors and participants achieve greater confidence, clarity and direction with their retirement plan.
Andy is an active member of the Retirement Plans Advisory Council for Cetera Financial Group. This professional group of 12 advisors helps steer the service,offerings and education for all Cetera broker dealers and their advisors. He is active with the National Association of Plan Advisors. He was recently the only Louisiana advisor to meet with U.S. Congressmen to give insight and influence into upcoming retirement plan legislation. He was named a 2017 Top Defined Contribution Advisor by NAPA. He has been quoted locally in the Baton Rouge Business Report and nationally in Fiduciary News, National Financial Educators Council and The Street.*
Andy received a Bachelor of Arts Degree from LSU in Mathematics. He and his bride, Heather,have two teenage children. He is active in his church and community. He is a member of the Rotary Club of Baton Rouge and Vistage.
Clint is a Certified Financial Planner™ practitioner. He develops planning and investment strategies to help clients achieve their financial goals. He is also responsible for directing the firm’s investment strategy and manages client portfolios.
Clint is a graduate of Louisiana State University with a Bachelor’s degree in Finance. He holds his Series 7 and 66 security registrations and has his Life, Health and Disability Insurance license.
Bill is both a registered Financial Advisor and the Media Manager for Horizon
Financial Group. His dual responsibility consists of both developing
marketing strategies to assist the firm in achieving its business objectives, as
well as assisting individuals and families in investing and protecting assets.
Bill holds Series 7 and 66 security registrations with Cetera Advisors. As a Chartered Retirement Plans Specialist(SM) and Certified Plan Fiduciary Advisor®, Bill helps Horizon service over 65 company retirement plans including 401(k), 403(b), 457, and SIMPLE IRA plans.
Prior to joining Horizon, Bill spent 8 years as a CEO in the healthcare industry.
He also had a lengthy career in television broadcasting, business development,
and marketing operations.
In his spare time Bill enjoys working as an independent video producer and is
actively involved in community theatre. He is a long-time member of Lions
Club, has served on boards of several non-profit groups. He and his wife
Melissa have two daughters Molly and Miranda.
As a Financial Advisor at Horizon Financial Group, Rachel leads the Simplifynance division of Horizon Financial Group as well as supports the firm's lead advisors and partners. On a typical day at Horizon, she builds and monitors financial plans for clients as well as constructs annual reviews for traditional clients of the firm.
Before joining Horizon, Rachel worked for multiple Fortune 500 companies as well as small start-ups over the past 10+ years, all of which were in the investment and insurance industries, on both the individual/family and employer group sides.
While company or client size and complexity has ran the gamut, one thing has remained true and has been imperative to both her success and the success of her clients. She lives by the belief that sincere relationships matter, and that they are the foundation for everyone’s success and happiness. Rachel's goal is to build and strengthen relationships, both old and new, big and small.
Rachel is a member of Forum 35 and Club Blue of Baton Rouge. She gives back with a favorite pastime: running. Whether by fund-raising or handing out water, she always finds a way to stay involved in her runners community. Additionally, Rachel is a lifelong angler involved with Coastal Conservation Association (CCA),who's mission is to conserve, promote, and enhance the present and future availability of coastal resources.
Mike works with many working and retired individuals who are business owners, engineers and physicians. Mike enjoys helping his clients formulate an ongoing and lifelong financial plan that is customized to fit their family’s specific needs. He specializes in analytical & fundamental analysis, tax-advantaged retirement income planning, wealth transfer strategies for individuals and succession planning for business owners.
Mike is a CERTIFIED FINANCIAL PLANNER™ practitioner and an investment advisor representative. He also is Insurance Licensed and holds his Series 7 and 66 Securities Registration with Cetera Advisors, a registered investment advisor.
Mike began his career in the financial services industry as an advisor after earning his Bachelor of Science Degree in Finance from Southeastern Louisiana University in 2007. He served as Treasurer, President, and Chairman of the Board for the Financial Planning Association (FPA) of Baton Rouge from 2010 – 2015.
Mike and his beauty bride, Sarah, are the proud parents of three children, Virginia Claire, William and Benjamin. In his spare seconds, Mike enjoys spending time with his lovely family, training for triathlons, fixing everything in their family’s home, keeping their yard and garden looking alive, and volunteering his time to help promote awareness of Mesothelioma through MARF.
Brooke is the Chief Operating Officer for Horizon Financial Group. Her primary area of focus is the design and implementation of Horizon’s operational objectives and procedures. Brooke works alongside her other partners to help the firm reaches its objectives through assessment, goal setting and strategic planning.
Her other responsibilities include overseeing and maintaining the firm’s financial and accounting records, managing technology for the firm, and leading the operations team while also servicing the firm’s top clients.
Brooke has been in the financial services industry for over 16 years and holds a Series 7 Securities License. She is a graduate of Louisiana State University and St. Joseph’s Academy. Outside of the office, she and her husband, Clint, stay busy with their two sons, Parker and Conner.
As the Compliance Director and OSJ Delegate for Horizon Financial Group, Colby handles all supervision duties on behalf of Horizon Financial Group, interacting with Advisors and their staff as well as conferring and consulting with both Pete Bush, Chris Sullivan and Cetera Advisors regularly and as needed on the business of Advisors we oversee.
Colby joined Horizon in 2006 and handles the day to day duties of the OSJ. She is an Accredited Investment Fiduciary (AIF) and holds series 7,24 and 66 securities registrations as well as membership of several focus groups at Cetera Advisors.
Prior to joining Horizon, Colby received a degree from LSU in International Trade and Finance as well as her MBA. Her experience includes a background of work in both operations and supervision aspects of the securities business.
When she isn't working on her supervision duties on her days off, Colby enjoys spending time with her family, traveling, baking and getting involved in her church community.
As the Compliance and Operations Associate for Horizon Financial Group, Jennifer
plays a critical role in our firm by ensuring outstanding client and advisor service
through direct contact with clients, our broker dealer, advisors and fellow staff members.
With responsibility for assisting with the day-to-day operational and compliance duties of
the firm, her goal is to ensure that all service needs are handled in a timely, accurate,
and professional manner.
Prior to joining Horizon, Jennifer has 11 years’ experience combined in the internal
audit, financial, and insurance industries. Jennifer earned a Bachelor’s degree in
Psychology and her MBA from Louisiana State University. She holds a Life, Accident,
and Health Insurance License.
When not in the office, her hobbies include working out and spending time with family
which includes her husband, Matt, nieces, and nephew.
As the Operations Assistant for Horizon Financial Group, Brookelynn makes sure that every member of our team is prepared for their tasks each day and that every client is introduced and welcomed to our office with a friendly smile.
From managing the design of Horizon’s assets to her assistance in running a smooth operation, she ensures that the right steps are taken and that tasks are done with meticulous detail.
Before joining Horizon, Brookelynn worked as a retail manager at Zeagler Music for 8 years. She brings her love of music to the office and out of the office where she volunteers with Music in Our Schools and has served on the Artistic Board at Baker Little Theater and the Zachary Art House Theater Board. Brookelynn is also a proud member and supporter of Friends of the Baton Rouge Zoo.
We’ve seen a situation where it took a chance encounter on an airplane for a company executive to finally meet their company's retirement plan advisor after working there for 3 years! We believe this is totally unacceptable our team strives every day to give plan participants the attention and service they expect and deserve.
Many people’s perception of “wealth management” is that of a pure focus on financial services. But with our team, the personal service is truly focused on our client’s life goals. We develop long-term plans to provide financial safeguards for them and their family, and work with them to navigate their financial future.
Many people manage their own finances for long periods of time, but success can bring added complexity. By knowing a client’s entire picture and coordinating their advice with their other professional advisors, we can help arrange all the moving parts in a way that they typically can’t do themselves. We tell our clients to tell their family “If something happens to me unexpectedly, just call Horizon."
We take a deep interest in our clients’ entire lives and families rather than just their accounts, asking how their kids, grandkids or aging parents factor into their long term plans – questions they usually haven’t been asked by their previous advisors.
We help people overcome their anxiety about their financial situation by helping them take the first step. We strive to make the process so clear and simple, to lay out a path and reduce the friction of making progress.
When people are in the middle of unexpected job transitions, we help them work through the financial aspects, as well as their worries and anxieties they have about money and the future. While having knowledge and experience with financial matters is extremely important and expected, one of the most valuable things we do is help people identify their emotions around their finances and then give them confidence that they are on the right path.