Horizon Financial

Benjamin Chappell is a Series 65-licensed advisor at Horizon Financial with three years of industry experience. He has worked at Horizon Advisory Services, Inc. since 2021 and previously spent ten years at Haley & Aldrich, Inc. Horizon Financial provides discretionary investment advisory and portfolio management services primarily to individuals and families, focusing on taxable accounts, trusts, and retirement accounts. The firm uses internally managed model portfolios emphasizing asset allocation and diversification, employing a long-term, buy-and-hold investment approach.

Jonathan Blazick is a financial advisor at Horizon Financial with eight years of industry experience and a Series 65 designation. He has worked at Securities America Advisors, Inc., SSN Advisory, Inc., and Mark Congdon, CFS Inc., and has a background that includes six years at Kellogg's. Horizon Financial provides discretionary investment advisory and portfolio management primarily to individuals and families, focusing on taxable accounts, trusts, and retirement accounts. The firm emphasizes asset allocation and diversification through internally managed model portfolios and employs a long-term, buy-and-hold investment approach with periodic rebalancing.

Mark Congdon is a financial advisor at Horizon Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc. and Securities Services Network. He participates in the Putnam Advisory Council, providing feedback on industry developments. Horizon Financial offers discretionary investment advisory and portfolio management services primarily to individuals and families, focusing on asset allocation and diversification through internally managed model portfolios. The firm employs a long-term, buy-and-hold investment approach with regular rebalancing and integrates financial planning into ongoing client meetings.

Donald Kwarta is a financial advisor with Horizon Financial, holding a Series 65 designation and eight years of industry experience. He has worked at Horizon Advisory Services since 2019 and previously at SSN Advisory Inc and Mark A Congdon. Horizon Financial provides discretionary investment advisory and portfolio management services primarily to individuals and families, focusing on diversified model portfolios managed with a long-term, buy-and-hold approach. Financial planning is integrated into ongoing client meetings and is offered alongside portfolio management.

Timothy Hammond is a financial advisor at Horizon Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Private Client Services and Securities America, Inc. Outside of his advisory role, he serves as Treasurer and Alternate Warden for the Village of Geneseo Fire Department and as Benevolence Treasurer for the Geneseo United Methodist Church. Horizon Financial provides discretionary investment advisory and portfolio management services primarily to individuals and families. The firm emphasizes asset allocation and diversification through internally managed model portfolios, using a long-term, buy-and-hold approach with periodic rebalancing.

Michael Congdon is a Series 65-licensed advisor with Horizon Financial, bringing four years of industry experience. He has been associated with related entities including Horizon Advisory Services, Inc. and The Horizon Group since 2012, serving in various roles. Outside of advisory work, he holds administrative and managerial responsibilities for The Horizon Group, overseeing investment brokerage operations. Horizon Financial provides discretionary investment advisory and portfolio management services primarily to individuals and families, focusing on taxable accounts, trusts, and retirement accounts. The firm employs a long-term, buy-and-hold investment approach using internally managed model portfolios that emphasize asset allocation and diversification.

Brian Novellin is a financial advisor at Horizon Financial with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Securities America, Inc. and Securities Service Network, Inc. since 2016. Horizon Financial provides discretionary investment advisory and portfolio management services primarily to individuals and families, focusing on asset allocation and diversification through internally managed model portfolios. The firm integrates financial planning into ongoing portfolio management meetings and emphasizes a long-term, buy-and-hold investment approach.

Amanda Heagerty is a financial advisor at Horizon Financial with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Private Client Services, Securities America, Inc., and Citizens Bank. Horizon Financial provides discretionary investment advisory and portfolio management services primarily to individuals and families, focusing on taxable accounts, trusts, and retirement accounts. The firm uses internally managed model portfolios emphasizing asset allocation and diversification, implemented mainly with mutual funds and ETFs, and follows a long-term, buy-and-hold investment approach with periodic rebalancing.

Kenneth Blazick is a financial advisor at Horizon Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Private Client Services and Securities America Advisors, Inc. He has been associated with Horizon Advisory Services, Inc. and The Horizon Group for multiple years. Horizon Financial provides discretionary investment advisory and portfolio management services primarily to individuals and families, focusing on taxable accounts, trusts, and retirement accounts. The firm emphasizes asset allocation and diversification through internally managed model portfolios, applying a long-term, buy-and-hold investment approach with periodic rebalancing.