Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Clear Horizon Wealth Advisors
Team photo for Clear Horizon Wealth Advisors

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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 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

Katie Carey

Katie Carey

Administrative Assistant

Sarah Good

Sarah Good

Receptionist,

Administrative Assistant