Broker Check


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


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...

Read more

Karen Horvath

Director of Marketing and Social Media Communications


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...

Read more

Erin Barker

Director of Client Relations


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...

Read more

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. 

Read more

Our Arizona Team

Cynthia Pajas

Senior Client Services Assistant



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...

Read more

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...

Read more

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...

Read more

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...

Read more

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...

Read more

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.

Thank you! Oops!