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.

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*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.

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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.

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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.

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 Practice Management Consultant, Chad focuses on practice development, advisor development and agency growth. Chad works to connect advisors and their teams to strategies and solutions that will help them reach both their long- and short-term goals.

Chad plays a pivotal role in the development of practice acquisitions, continuity plans and succession planning throughout the Advisor Network.

Chad Soileau has over 15 years of experience in the financial services industry serving in various roles as Financial Advisor, Regional Sales Manager and Registered Principal. He currently maintains his series 4, 6, 7, 24, 26, 53, 66 and Louisiana Life, Health and Disability licenses. Throughout his career he has worked at several institutions, including J.P. Morgan Chase, Iberia Bank/ Financial, Hancock Whitey Bank/Investments, Metlife and Prudential.

Chad is a native of Opelousas, LA. , but has called Lafayette home for the past 20 years. He and his wife Tiffany have been married for 22 years and have two children, Collin (16) and McKenzi (21).

As a sports enthusiast, he enjoys attending and watching collegiate and pro sporting events as well as cooking, traveling and entertaining close friends and cherished family. Chad also actively supports several organizations such as St. Jude, The United Way and Holy Cross Catholic Church.

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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.