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.
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 – 2022
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.
"By removing the pain of running your plan and giving you clarity on how to best manage it, you’ll worry less and gain confidence." - Andy
Andy leads the retirement plan division of Horizon Financial Group. Through the 401(k)onfidence System™, he and his team work with some of the top plan providers in the industry to custom build plans, deliver competitive pricing and find solutions to problems that can sometimes be hard to detect. He also cohosts the “Inside the Plan with the 401k Brothers” podcast designed especially for plan participants. Andy’s certifications that pertain specifically to retirement plans include: Chartered Retirement Plan Specialist™, Professional Plan Consultant™ and Certified Plan Fiduciary Advisor™.
Andy has been a Financial Advisor for over 20 years. He works with a select group of individuals and families on their personal financial plans and on any respective investment management needs. In addition to Andy’s Retirement Plan certifications, he also maintains a Accredited Investment Fiduciary™ designation, an ethical certification focusing on improving client services by carrying out the highest standard of fiduciary care.
In 2013, Andy became the 3rd of now 4 partners of Horizon Financial Group, a full-service financial planning, investment advisory and retirement planning firm, focused on bringing clients confidence, clarity and direction in their lives.
Andy serves at the Vice Chair of the Retirement Plans Advisory Council for Cetera Financial Group. This professional group of 12 advisors who specialize in retirement plans, help steer the service, offerings and education for over 8,000 Cetera advisors. He is also active with the National Association of Plan Advisors and meets regularly with U.S. Congressmen to give insight into upcoming retirement plan legislation. He was named a Top Defined Contribution Advisor by NAPA each year since 2017 and one of Financial Times Top 401 Advisors in 2018, 2019 and 2020.
Andy received a Bachelor of Arts Degree from LSU in Mathematics. He is a member of the Rotary Club of Baton Rouge. He and his bride, Heather, have two children and are active in their church and community.
Clint’s primary role at Horizon Financial Group is helping individuals and families achieve important financial goals. He provides wealth management solutions to clients through holistic, customized financial planning.
Clint has been an Investment Advisor since 2013, and works with individuals, families, and business owners on their investment management needs. Adhering to goals-based investment strategies, Clint guides clients through the ups and downs of financial markets.
Clint currently directs the overall investment policy for Horizon Financial Group. Utilizing fundamental research and current market trends, he develops investment portfolios that will help clients accomplish their financial objectives.
Clint is a graduate of Louisiana State University with a Bachelor of Science in Finance. He holds his series 7 and 66 security registrations and is a licensed life and health insurance producer.
"It’s rewarding to work closely with plan sponsors and plan participants to help them make educated, informed decisions about their futures." - Bill
Bill is part of Horizon’s retirement plan division. Through the 401(k)onfidence System™, he and the team work with some of the top plan providers in the industry to custom build plans, deliver competitive pricing and find solutions to problems that can sometimes be hard to detect. He also cohosts the “Inside the Plan with the 401k Brothers” podcast designed especially for plan participants. Bill’s certifications that pertain specifically to retirement plans include: Chartered Retirement Plan Specialist™ and Certified Plan Fiduciary Advisor™.
Bill has been a Financial Advisor since 2015. He works with a select group of individuals and families on their personal financial plans and on any respective investment management needs. In addition to Bill’s Retirement Plan certifications, he also maintains his Series 7 and 66 securities registrations.
Bill’s unique background in broadcasting has been instrumental in Horizon communications with clients. He produces and manages the firm’s 4 podcast series and oversees all in-house Horizon video creation.
Bill, alongside brother Pete, is the co-author of the 2022-released book, The Runway Decade: Building a Pre-retirement Flight Plan in Your Fifties. 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 has served on boards of several non-profit groups. He and his wife Melissa have two daughters, Molly and Miranda.
Joe started his career in the financial services industry in 1989. Utilizing his over 30 years of experience, Joe enjoys working with individuals and families of all ages in providing guidance and planning for their protection, accumulation, retirement planning, and wealth distribution needs.
In addition, Joe works closely with business owners, their executives and employees providing an array of financial services needed to conduct business in today’s increasingly complex environment.
Business owner protection needs and business succession planning
Work closely with business owners in developing comprehensive executive compensation plans
Employee benefits (primarily health insurance, payroll deductible insurance, and retirement planning).
Joe enjoys traveling, playing golf and has served two terms on the board of Country Club of Louisiana.
As a Registered Representative, Robert assists the lead advisors at Horizon Financial Group in reporting and planning for both existing clients and new prospects. Assisting with many aspects of client services, he analyzes client data and prepares financial plans and investment strategy updates for clients.
Prior to joining Horizon in 2021, Robert received a Bachelor’s degree in Actuarial Mathematics from Southeastern Louisiana University. He currently maintains his SIE and Series 7 securities registration.
As a former college athlete, he enjoys keeping up with college and professional sports, as well as spending time with family and friends when outside the office.
John is a registered Financial Advisor at Horizon Financial Group. As part of the retirement plan team at Horizon, he works closely with both the business owners and the employees participating in those plans. John holds the Certified Plan Fiduciary Advisor designation as well as the Series 7 and 66 securities registrations.
Utilizing Horizon’s 401(K)onfidence System, John partners with plan sponsors to carry out the goals for the plan and make day-to-day plan management more efficient. He provides competitive insight in plan design, pricing and functionality and helps keep fiduciaries on track.
When working with participants, he enjoys helping them understand the value, purpose and benefit of saving for retirement. Employees gain better confidence, clarity and direction through John’s ability to make the complexity of retirement saving and planning simple.
In addition to his dedicated work with retirement plans, John guides individuals and families in achieving important financial goals by providing wealth management solutions through holistic, customized financial planning.
John graduated from Christian Brothers University, in Memphis, TN. He obtained Bachelor of Science degrees in Business Administration with concentrations in finance and economics. He has over 10 years industry and retirement plan experience.
John and his wife, Heather have been married for 8 years and are members of St. George Catholic Church. Their twins, Land and Mary Elizabeth, were born in October 2021. Along with spending time with his family, he enjoys playing golf and breaking clay at the local skeet range.
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, Chad Soileau 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.
As the Business Development Associate, Savannah assists the Horizon Team in finding new ways to maintain client engagement and grow new relationships.
Prior to joining Horizon, Savannah worked in The Office of the Secretary at the Louisiana Department of Health.
Away from the office, Savannah enjoys spending time with family, friends and her Goldendoodle puppy named Winston. Savannah loves to travel, read and enjoys playing golf and pickleball.
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.
As the Executive Support Associate, Bailey assists the team at Horizon Financial Group through maintaining systems and procedures. In addition, Bailey helps ensure operations comply with policies to continue running effectively.
Prior to joining Horizon, Bailey received a Bachelor’s degree in Business Information Systems and Decision Sciences from Louisiana State University.
Away from the office, Bailey enjoys spending time with friends and family. She also enjoys traveling as well as playing tennis.
Kaitlyn assists the Horizon Team through maintaining the marketing calendar and helping with administrative tasks.
Kaitlyn will graduate from Louisiana State University in May with a Bachelor’s degree in Finance and will attend LSU’s Graduate School to get her Master’s degree in Business Administration.
Away from the office, Kaitlyn enjoys spending time with family and friends. She loves to walk around the LSU Lakes, attend Yogalates, and try new restaurants.
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