HORIZON WEALTH MANAGEMENT - Key Persons
Andrew (Andy) Atchison, CFP®, RICP®, joined the Horizon Wealth team in 2017 after serving similar roles since 2005. Andy operates from a well-known saying, "The only constant in life is change." He uses this mantra to lead his clients through one of life's substantial changes - retirement.
Gary has been a financial advisor for 18 years, helping individuals, as well as, families organize and plan their financial lives. In July of 2015, he joined Horizon Wealth Management as a Senior Wealth Advisor after serving similar roles at Lamkin Wealth Management, Fifth Third Bank, and National City Bank.
A lifelong resident of Louisville, Gary graduated from St. Xavier High School and then attended the University of Louisville where he majored in Finance. Gary is FINRA Series 7, 63, 65, and 24 registered with LPL Financial and also holds his health and life insurance licenses. Gary obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2004. He is a member of the Kentucky Chapter of the Financial Planning Association. His objective is to take a comprehensive approach to fulfilling his client's needs. By creating a connection with his clients, he develops a financial plan that is personally suited to each client and their loved one.
Gary and his lovely wife, Wendy, live in Louisville where they raise two children. Away from business, Gary enjoys keeping fit, playing basketball and spending time with family and friends. Gary and his family are active in St. Michael's Catholic Church where he volunteers through coaching and other activities. He is an avid college football and basketball fan.
Job Titles:
- Investment
- Member of the Horizon Team
Jim has been a member of the Horizon Team since October 2023, but brings over 33 years of experience in financial services experience. Jim was in practice with Ameriprise Financial for 30 years, and most recently was the Director of Retirement Planning at Future Capital, overseeing the management of employee retirement accounts.
Jim assists the advisors at Horizon Wealth by handling account trading, investment allocation management and insight and reviews of the market.
Jim has been a CFP professional and Series 7 licensed for 33 years and is Series 63 licensed as well*. When he is not at his desk, Jim enjoys hiking, kayaking, gardening and keeping active outdoors.
Job Titles:
- Director of Retirement Plan Services
- Retirement Plan Specialist
Leslie brings over 20 years of wealth management experience to Horizon Wealth Management. Leslie is a Retirement Plan Specialist.
As a Retirement Plan Specialist, Leslie customizes financial strategies and portfolios to address varied and complex wealth management issues and guides individuals, as well as, corporate clients through the process of pursuing their financial goals. Leslie holds a Certified Divorce Financial Analyst designation and is passionate about serving the unique needs of women in today's ever-changing financial landscape.
As the Retirement Plan Specialist, Leslie guides businesses with corporate 401(K) design, development and ongoing management. Leslie holds a Professional Plan Consultant designation which denotes her commitment to education and service excellence in the qualified plan sector.
Before joining Horizon Wealth Management, Leslie spent 15 years in the Global Private Client Group at Merrill Lynch and served as the Managing Partner of the Women's Wealth Division at Lamkin Wealth Management.
Leslie is a graduate of the University of Kentucky and holds a Bachelor of Science degree in Computer Science with a specialization in Business. Leslie is FINRA Series 7, 63, and 65 registered with LPL Financial and also holds health and life insurance licenses. Leslie is an active member of The American Heart Association's Go Red for Women.
As one of our Client Service Associates, Liz Mueller is one of the first voices you hear at Horizon Wealth Management. With a background in finance and customer service, Liz has a passion and dedication for delivering a quality client experience. As the Client Service Associate for both Andy Atchison and Sean Melican, she assists with the onboarding process, day-to-day operations, and the majority of service inquiries. She works alongside your Financial Advisor to ensure exceptional service.
Sam joined the Horizon Wealth Management team in 2022 after working at Fisher Investments as a Client Service Associate and Annuity Counselor for 3 years. Sam graduated from the University of Louisville in 2018 with a B.S. in Finance and has continued his education receiving his life and health insurance licenses.
As a Client Service Associate, Sam works alongside our Advisors by processing their client's requests including account openings, account transfers, and move money requests. He is a friendly voice on the phone for anyone looking to speak with Horizon Wealth Management.
With nearly 4 years of industry experience, Sam is excited to be back in his home state of Kentucky. Outside of work, you can find Sam rooting for the Louisville Cardinals, and time outdoors including playing soccer, tennis, and pickleball.