Our Team

Chris brings more than 30 years of experience working with individuals, families, business owners and retirement plan participants. As an LPL Financial Advisor, Certified Financial Planner TM (CFP^®), Accredited Investment Fiduciary TM (AIF^®), he provides knowledge in comprehensive financial planning, investment management and retirement planning. Chris's philosophy when working with clients is to provide comprehensive financial strategies based on professional research and recommendations.

Chris believes that an educational approach to wealth planning helps his clients make more informed and confident decisions regarding their finances. He has taught classes on “Financial Strategies for a Successful Retirement” at local schools including California Lutheran University. He also follows his own advice where education is concerned, taking every opportunity to engage in ongoing financial education to further the knowledge and experience he is able to provide his clients.

Chris is a graduate of Ohio State University where he majored in accounting. He has lived in the Conejo Valley since 1987. Chris and his wife, Dana, have been married since 1989 and have three daughters: Meagan, Lauren and Elaine. He is an outdoor enthusiast who enjoys camping, fishing and hunting.

Professional Designations

Professional Credentials

Larry is a Certified Financial Planner TM (CFP^®), LPL Financial Advisor and Accredited Investment Fiduciary TM (AIF^®). For nearly four decades, Larry has assisted a broad range of individuals, families, business owners and retirement plan participants pursue their financial goals across multiple market and economic cycles. He is a member of the Institute of Certified Financial Planners and the National Association of Life Underwriters.

Larry has been involved in all areas of estate, family and business planning since 1983. Over time he has developed a highly specialized practice, concentrating on investment, insurance and retirement planning. Larry has taught several retirement planning classes which focus on the importance of developing a retirement income plan. His broad experience coupled with a commitment to continuing education has enabled him to create long-term, meaningful relationships with his clients as he guides them through their ongoing financial challenges and helps them to pursue their wealth management goals.

Larry and his wife have lived in Thousand Oaks since 1985. They enjoy traveling and participating in sports and church.

Professional Designations

• Certified Financial Planner TM (CFP^®)
• Accredited Investment Fiduciary TM (AIF^®) 

Professional Credentials

• Securities Registrations*:
  • FINRA Series 24 (Registered Principal)
  • FINRA Series 7 (General Securities Representative)
• Life and Health Insurance license

*Securities registrations held through LPL Financial

Karen joined Larry and Chris in July of 2018 to provide office operations management and administrative support to the growing practice. She plays an integral role and seeks to ensure that the Horizon Wealth Management client experience is consistently exceptional and meets our clients' expectations for timely turnaround on inquiries, appointment scheduling, account maintenance and more. Karen helps to maintain compliance across all aspects of office operations and account documentation. She ensures accuracy and completeness of all documents and transactions and is the point of contact for all service issues.

Prior to joining the firm, Karen was the office manager for a medical doctor in Westlake Village for 10 years. Karen, her husband and two children have lived in Westlake Village since 2003. They enjoy traveling, sports and hiking.