Broker Check

We Can Help You Get to Where You Want to Go

Our Focus is to help you prepare for, and deal with every financial issue, foreseen and unforeseen. It’s a new financial world and new challenges demand new thinking. Our goal is to help you reach your Visionary Horizon. We’re committed to you, your family and our community. We have a vision for the future and together we can build something great.


Holistic Planning

Holistic Planning

We help you navigate every aspect of your personal and business finances.

Active Investment Management

Active Investment Management

We make sure your hard-earned money is properly invested.

Proactive Client Communications

Proactive Client Communications

You deserve to hear from your advisor. We’ll make sure you do.

The Community Family Office™

The Community Family Office™

At Visionary Horizons we’ve introduced a new concept in wealth management, the Community Family Office.™ It’s a holistic and personal approach to helping families and businesses manage their financial and personal lives using our innovative products and services.

Visionary Horizons has taken this concept of the “Family Office” and reinvented it to serve communities. Our Community Family Office™ platform is designed to deliver focused attention, better communication, deeper relationships and superior service. This creates better understanding and serves as the basis for more strategic thinking and insightful long-term planning. We firmly believe that achieving financial success in today’s challenging world demands more. It demands deeper relationships, the utmost integrity and serious commitment. That’s what our Community Family Office™ is all about.

REPLAY AVAILABLE: Navigating Uncertainty

November 7, 2022
Bears, Bulls, Doves, Hawks, Donkeys and Elephants: Navigating Uncertainty Wondering how the mid-term elections will affect your portfolio and if [...]

Read Blog

REPLAY AVAILABLE: VH Fall 2022 Roundtable

October 4, 2022
Our experts at Visionary Horizons gather to briefly discuss the current state of the markets and economy including interest rates. [...]

Read Blog

A Changing Landscape for Retirees

August 9, 2022
Politicians, economists and talking heads alike continue to debate whether we have entered a recession. Recessions have been officially declared [...]

Read Blog

Tell Us How We Can Help You Today

Thank you!
Oops!