Our Team

Chris brings more than 35 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. 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 as well as two grandchildren. He is an outdoor enthusiast who enjoys golfing, fishing and hiking.

Professional Designations

Professional Credentials

Karen joined Horizon Wealth Management 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 and her husband have two children and have lived in Westlake Village since 2003. They enjoy traveling, sports and hiking.