Broker Check

Team

"All the talent in the world won't take you anywhere without your team"

- ANONYMOUS


At Horvath Planning & Wealth Management, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. When we talk about the ways that wealth and financial stability can define the individual, it has little to do with a balance sheet, and more to do with a balanced life. It takes far more than financial planning. It requires a comprehensive approach with as much imagination as innovation – creativity paired with careful calculation.

We are committed to delivering trust, transparency, and accountability. Get to know the members of our team. 

 

Our Illinois Team

Craig is Founder and President of Horvath Planning & Wealth Management, LLC, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. He began his career in 1995 as an...

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Brian Tarro

Investment Strategist | Private Wealth Advisor

815.553.3423

Brian is responsible for delivering comprehensive wealth management services to a select group of families and business owners. He helps his client’s simplify the complexities of wealth management, by providing clear explanations...

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Karen Horvath

Director of Marketing and Social Media Communications

815.553.3423

As Social Media and Communications Director, Karen’s proactive and highly organized nature contributes to providing clients with an optimal client experience at Horvath Planning & Wealth Management. Her glowing personality Some...

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Erin Neumann

Director of Client Relations

815.553.3423

Serving as a veteran in the financial industry for over 15 years, Erin specializes in client services, dedicating her time and talent to client satisfaction. For more than a decade, Erin comes from a mid-sized credit union in the...

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Our Arizona Team

Cynthia Pajas

Senior Client Service Associate

8155533423

8155533423

Cynthia joined Horvath Planning & Wealth Management in July 2020. She has worked as an Executive Assistant for LPL Financial for nearly 12 years beginning her career in September 2008. Understanding the importance of a client’s...

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Our Texas Team

Our Massachusetts Team

Becca Zophin

Chief Marketing Officer

Becca has almost 20 years of industry experience helping advisors and the professional partners they work with successfully market their services to clients and prospects. By utilizing our InTouch Marketing Model, Becca helps advisors...

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Will Hackler

Director of Retirement Plan Services

William D. Hackler is Integrated Partners' Director of Retirement Plans and the founder of the Integrated 401(k)™ which is a finely tuned process to show you how your employee retirement plan fits into your overall wealth...

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Matt Ackermann

Chief Content Officer

I support our growth by creating content that enlightens, informs and entertains. I love shining a spotlight on the incredible advisors and thought leaders at Integrated. I really enjoy leveraging blogs, podcasts and multimedia, to...

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Learn How to Stay Calm Amidst Market Volatility

In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.



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