Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Shawn Bumgardner

Shawn Bumgardner

CRPC, ChFC®

Private Wealth Advisor

President of Clear Horizon Wealth Advisors
Learn more about Shawn Bumgardner Visit Shawn Bumgardner's website
Advisor photo for Bruce Parmenter

Bruce Parmenter

CKA®

Financial Advisor

Certified Kingdom Advisor
Learn more about Bruce Parmenter Visit Bruce Parmenter's website
Advisor photo for Daniel Lezotte

Daniel Lezotte

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Daniel Lezotte Visit Daniel Lezotte's website
Advisor photo for Scott McKinnie

Scott McKinnie

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Scott McKinnie Visit Scott McKinnie's website


Our team

Jennifer Masterson

Jennifer Masterson

Operations Manager

Paula Sanchez

Paula Sanchez

Administrative Assistant

Logan Collins

Logan Collins

Executive Assistant

Katie Carey

Administrative Assistant