At Next Horizon Wealth, we aim to build deep, lifelong relationships with those who value advice and are committed to growth. As a premier wealth management organization, we help to map out your life’s voyage and guide you into the future. We strive to create generational success built on a foundation of trust, excellence, and innovation.

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Team photo

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Our advisors

Randall C Perkins

CFP®

Private Wealth Advisor

Co-Founder of Next Horizon Wealth
Learn more about Randall C Perkins

Jonathan London

CFP®, BFA, CRPC, CLTC®, APMA®

Private Wealth Advisor

Co-Founder of Next Horizon Wealth
Learn more about Jonathan London

Alex Varkatzas

MBA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Alex Varkatzas

James Newkirk

CRPC

Financial Advisor

Learn more about James Newkirk

John Burke

Associate Financial Advisor

Learn more about John Burke


Our team

Lilliam Moreno

Lilliam Moreno

Practice Manager

Qualifications

  • Bachelor of Arts in Accounting and Economics, Minor in Psychology- CUNY Queens College of Business.

Roles & Responsibilities

  • Practice Financials
  • Human Resource Management
  • Compliance Specialist
  • Notary Public: State of New York, Queens County
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Keshia David

Keshia David

Operations Manager

Qualifications

  • Bachelor of Arts in Political Science - John Jay College, 2015

Roles & Responsibilities

  • New Client Onboarding
  • Manage Operations Workflow
  • Client Data Updates
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Susan F. Cozzolino

Susan F. Cozzolino

Client Service Manager

Qualifications

  • Bachelor of Arts in Economics, Boston University

Roles & Responsibilities

  • Estate Settlements
  • Transfers
  • Insurance & Annuities
  • 529 Accounts
  • Notary Public - State of New York, Nassau County
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China Ho-Young

China Ho-Young

Operations Specialist

Qualifications

  • Associate Degree in Accounting, Nassau Community College- December 2025

Roles & Responsibilities

  • Calendar Management
  • Client Data Updates
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Kristofer Newton

Kristofer Newton

Operations Specialist

Qualifications

  • Bachelor of Arts in Business Management- SUNY Farmingdale - 2015

Roles & Responsibilities

  • Financial Research & Analytics
  • Operations Workflow - Preparation, Processing, & Follow-Up
  • Client Data Updates
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John K. Burke

John K. Burke

Paraplanner,

Investment Specialist

Qualifications

  • Bachelor of Business Administration in Finance - Dowling College, 2010

  • Series 7, Series 66, Life & Health Insurance

Roles & Responsibilities

  • Trading & Asset Allocation Support
  • Financial Research & Analytics
  • Operations Workflow - Preparation, Processing & Follow-Up
  • Client Data Updates
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John Morrisey

John Morrisey

Operations Specialist

Qualifications

  • Bachelor of Science in Marine Transportation, Concentration - USCG 3rd Mate Unlimited License - SUNY Maritime College, 2019

Roles & Responsibilities

  • Financial Research & Analytics
  • Operations Workflow - Preparation, Processing & Follow-Up
  • Client Data Updates
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Jack Lantier

Jack Lantier

Operations Specialist

Qualifications

  • Bachelor of Science in Finance, SUNY Old Westbury- May 2025

Roles & Responsibilities

  • Financial Research & Analytics
  • Operations Workflow - Preparation, Processing & Follow-Up
  • Client Data Updates
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Meghann Richardson

Meghann Richardson

Marketing Consultant

Jonathan Gaviria

Jonathan Gaviria

Operations Specialist

Qualifications

  • Adelphi University (AACSB Accredited), Garden City, NY 2020

  • Life and Health Insurance - NY

  • Bloomberg Market Concept Certification

Roles & Responsibilities

  • Operations Workflow - Preparation, Processing & Follow-Up
  • Client Data Updates
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Deborah Gonzalez

Deborah Gonzalez

Client Service Coordinator