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Adam is the Director of Advisor Growth focusing on the business development, mentorship and coaching of our advisors. Adam collaborates with the advisors’ creating goals, business plans, and key initiatives that need to be accomplished year-in and year-out. He works with advisor teams to help find opportunities in their practice (practice management, staff structure, technology, acquisitions and much more) to help them grow. He collaborates with the partners to oversee daily operations along with relationship management in order to help the organization grow overall.
Ultimately responsible for your supervision. A long-time member of Cetera Advisors advisory council and 2018 Chair, Pete has been an advisor since 1991 and an OSJ since 1999. Very influential and active with Cetera Advisors. He is a strong believer in business coaching and can offer advice on a wide range of topics pertaining to the financial services industry. Pete is a producing OSJ, splitting time between firm leadership, actively advising clients and attracting new opportunities.
Oversees all team members and operations functions at Horizon Financial Group. Joined the team in 2001, and has designed most of the businesses processes and workflows of the firm. A tremendous resource to help your firm develop processes and procedures as well as overall business strategy. Brooke also works closely with the firm’s top clients and is a regular contributor to Cetera conferences and committees.
Joined the firm in 2006 and serves as OSJ delegate and Chief
Compliance Officer, handling the day to day OSJ supervision on behalf of
Horizon Financial Group, interacting with advisors and their staff as well as
conferring and consulting with both Pete Bush, Chad Soileau and Cetera
Advisors regularly and as needed on the business of advisors we supervise and support. Colby
is a member of several focus groups at Cetera Advisors.
As the Executive Support Associate, Bailey assists the team at Horizon Financial Group through maintaining systems and procedures. In addition, Bailey helps ensure operations comply with policies to continue running effectively.
Prior to joining Horizon, Bailey received a Bachelor’s degree in Business Information Systems and Decision Sciences from Louisiana State University.
Away from the office, Bailey enjoys spending time with friends and family. She also enjoys traveling as well as playing tennis.
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"As I was looking for an OSJ I knew I wanted a forward thinking, outside of the box group with the character and integrity to assist me with looking forward into our industry's direction. I want to see where our industry is going and meet it, not play catch up..."
"Horizon has built a professional, process-driven platform that allows our firm to conduct business effectively and confidently. The Horizon team goes beyond providing exceptional service by partnering with their advisors and helping them reach their potential. They are ardent believers in coaching and accountability and have developed the resources and relationships needed for advisors to increase their value and achieve greater success."
“As I was in the process of founding Impel Wealth Management, I was looking to affiliate with a group that not only provided a culture of excellence, but a sense of community, where all advisors could collaborate, work together and share best ideas and best practices. I found that and more with my friends in the Horizon Advisor Network.”
“My team returned to Horizon after a period of a few years where we explored other business opportunities. After working in other environments, we can say with confidence that Horizon offers unparalleled support for financial advisors. The support staff has many years of experience and the resulting knowledge base ensures that they have the network and solutions to properly address nearly any situation that might arise.”
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