The Finance and Compliance team at Financial Horizons is dedicated to ensuring the financial integrity and regulatory adherence of the organization while supporting independent advisors in achieving their goals. This team oversees financial planning, analysis, and compliance processes, providing strategic guidance and ensuring that all operations align with industry standards. Additionally, they manage contracts and policies, streamline commission analysis, and offer vital support to advisors navigating financial solutions and compliance challenges.
Allison Steele
Senior Compliance Analyst
Andrea Azpurua
Contract Specialist
Brent Szilock
Manager Finance
Darryl Hardy Cpa, Cg...
VP Finance, Planning & Analysi...
Dhaval Patel Cpa
Manager, Financial Planning & ...
Florence Bonou
Commission Analyst
Kathy Scheeringa
Accounts Payable Specialist
Kellie Schwartz
Inforce Policy Service & Broke...
Lindsay Wilhelm
Contract Specialist
Veronica Payne
Financial Strategy & Insurance
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