What departments does Horizon Financial have?

Horizon Financial has employees across 7 departments including Finance, Business Development, Administrative, Analytics, Support.

What is the largest department at Horizon Financial?

The largest department at Horizon Financial is Finance with 11 employees.

Where are Horizon Financial employees located globally?

Horizon Financial has employees across 3 continents and 4 countries including India, United States Of America, Canada, Australia.

How has Horizon Financial's team size changed over time?

Horizon Financial's team has decreased from approximately 5 to 4 employees based on available data.

Horizon Financial Employee Directory

Financial ServicesMichigan, United States11-50 Employees

Horizon Financial is a woman-owned financial services firm that has served northern Michigan for more than 32 years. The Traverse City–based practice provides comprehensive financial planning and wealth management, with a CFP and an MBA among its staff. Its client-to-team member ratio of 35:1 supports a more individualized service approach for clients.

Its advisory services are provided through Commonwealth Financial Network, a Registered Investment Adviser. The firm reports a high level of client loyalty, evidenced by a 95% retention rate. Horizon Financial serves individual clients in the United States and operates from Traverse City, Michigan.

Horizon Financial Global Highlights

North America
75

United States Of America
74
Canada
1

Asia
3

India
3

Oceania
2

Australia
2

Horizon Financial's Leadership

J. W.
Chief Executive Officer And President
Mobile Phone
Email
K. B.
Chief Investment Officer
Mobile Phone
Email
D. L. M. C.
President
Mobile Phone
Email
J. S.
President
Mobile Phone
Email
H. G.
Clu, Chfc
Mobile Phone
Email
D. M.
Owner
Mobile Phone
Email
G. D.
Owner
Mobile Phone
Email
M. P.
Owner
Mobile Phone
Email

Horizon Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Horizon Financial

Name

Title

Contact Info

Location

Last Update

K. C.
Accounting Staff
Mobile Phone
Email
Oct 16, 2024
K. L.
Financial Planner
Mobile Phone
Email
Oct 21, 2024
M. A.
Retirement Plan Consultant
Mobile Phone
Email
United StatesConnecticut
Oct 22, 2024
R. S.
Financial Assistant
Mobile Phone
Email
Oct 21, 2024
S. H.
Loan Processor
Mobile Phone
Email
United StatesSouth Carolina
Sep 12, 2024
S. L.
Wealth Management Advisor
Mobile Phone
Email
Oct 23, 2024
V. G.
Executive Assistant
Mobile Phone
Email
Oct 22, 2024
R. H.
Registered Investment Advisor
Mobile Phone
Email
May 25, 2025
C. R.
Mobile Phone
Email
United StatesMichigan
Aug 13, 2024

Frequently Asked Questions

What is Horizon Financial known for?

Horizon Financial was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 4020 Copper View Suite 230 Traverse City, Michigan 49684 United States; you can contact the main corporate office by phone at

+1-360-249-****

. Explore Horizon Financial's company overview page for more information.

What is Horizon Financial's most common email format?

Horizon Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Horizon Financial email formats with LeadIQ.

How many employees does Horizon Financial have currently?

Horizon Financial has approximately 32 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaOceania.

Who are Horizon Financial's key employees and leadership?

As of June 2026, Horizon Financial's key employees include:

Chief Executive Officer And President: J. W.
Chief Investment Officer: K. B.
President: D. L. M. C.
President: J. S.
Clu, Chfc: H. G.

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Horizon Financial Employee Directory

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