Heart of Horizon

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As financial advisors, we’re known for our strategy, analysis, and disciplined planning.Heart of Horizon represents the other side of who we are.
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It’s how we show up in our community.
It’s how we live out our values.
It’s how we invite our clients and partners to serve alongside us.
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Through initiatives like First Tuesday, the Life of a Single Mom, the IAM Program, and sponsoring families during the holidays, Heart of Horizon brings our mission to life beyond our client work.

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Horizon's Bill Bush and Kaitlyn Williamson visit with students at GEO Prep Academy as part of the IAM Program

Rebecca Lauve, Colby Barnett, Kaitlyn Williamson and Bailey Colemen represent Horizon at the 2026 Life of a Single Mom luncheon. (Now known as Unstuck).

The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisors LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisors LLC.

Getting Started is Simple

In a short call, we will get to know your main financial objectives and goals then schedule a time for an initial meeting with one of our financial advisors.

get started

step 1

schedule a short call

Schedule a conversation with one of our professional advisors to see how we can help.

step 2

vision & goal setting

Meet with us to gather your info, lay out your financial goals and your vision for the future.

step 3

personalized strategy

Get a tailored strategy and action plan to confidently move towards your future.