Mark A. Congdon, AIFFounder, President32 years with Horizon
Founder and president with decades of industry experience and a long history of building Horizon around relationships and trust.
THE HORIZON TEAM
The people behind each Horizon relationship.
Horizon is built around personal advice and a coordinated team that helps clients feel supported with clarity, continuity, and care.
LEADERSHIP
Leadership and advisors
The people guiding client relationships, long-term strategy, and the decisions that deserve thoughtful perspective.
Michael CongdonCEO, CCO9 years with Horizon
CEO and CCO helping guide operations, compliance, and long-term strategic direction across the firm.
Timothy R. HammondSenior Financial Advisor29 years with Horizon
Senior advisor known for long-term client relationships, thoughtful guidance, and a steady review process.
Kenneth Blazick, AIFCIO14 years with Horizon
Chief Investment Officer leading research, portfolio oversight, and the investment discipline behind the client experience.
Amanda HeagertyFinancial Advisor8 years with Horizon
Advisor bringing practical guidance, empathy, and day-to-day client support to changing financial situations.
Jonathan BlazickFinancial Advisor8 years with Horizon
Financial advisor focused on practical problem-solving, retirement planning, and helping clients work through complex decisions.
Donald J. KwartaFinancial Advisor8 years with Horizon
Advisor with deep benefits and executive experience, helping clients think through retirement with structure and perspective.
PLANNING SUPPORT
Planning and investment support
The professionals helping keep planning work and investment oversight organized, aligned, and moving forward.
Brian NovellinDirector of Trading10 years with Horizon
Director of trading overseeing day-to-day portfolio implementation and urgent portfolio matters for clients.
Benjamin ChappellInvestment Analyst4 years with Horizon
Investment analyst focused on research, portfolio analysis, and helping position clients for their long-term goals.
CLIENT SERVICE
Client service and operations
The team helping the client experience stay responsive, coordinated, and easy to navigate from one interaction to the next.
Cyndy HayesDirector of First Impressions6 years with Horizon
Director of First Impressions creating the warm, personal welcome that supports Horizon's client experience.
Peter HartzClient Services Specialist1 year with Horizon
Client service specialist helping keep the day-to-day experience attentive, seamless, and easy to navigate.
Start with a conversation.
If you want to learn more about working with Horizon, the first step is simple. We'll get to know your situation, answer your questions, and help you decide whether there's a fit.