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 J. Horvath, CFP®, ChFC®, AIF®, CASL®, RFC®, CLTC®, LUTCF®
President and Founder | Private Wealth Advisor
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...
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...
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...
Brian Tarro joined Horvath Planning & Wealth Management in December 2016. He is responsible for delivering comprehensive wealth management services to a select group of families and business owners.
Our Arizona Team
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...
Our Massachusetts Team
Becca Zophin
Chief Marketing Officer
Greg Freeman
Advanced Planning Specialist
Greg has over 10 years of experience building comprehensive financial plans for high net worth individuals and business owners. He has accumulated significant knowledge with the use of the planning software, eMoney. Through live...
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...
Matt Ackermann
Chief Content Officer, Integrated Partners
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...