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"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...

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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. 

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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...

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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...

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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...

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Our Massachusetts Team

Becca Zophin

Chief Marketing Officer

With more than 20 years of industry experience, Becca serves as Chief Marketing Officer. Her mission is to empower our team by helping us clearly articulate our service offerings, educate our community, and piece together...

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Greg Freeman

Advanced Planning Specialist

An Advanced Planning Specialist with more than 10 years of experience, Greg builds comprehensive financial plans for our high-net-worth individual and business owner clients. He is our resident expert with...

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Will Hackler

Director of Retirement Plan Services

As the Director of Retirement Plans, Will’s main objective is to seamlessly align your employee retirement plan with your comprehensive financial strategy. He diligently monitors shifts in retirement plan regulations and tax laws to...

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Matt Ackermann

Chief Content Officer, Integrated Partners

Matt serves as Chief Content Officer, creating content that enlightens and entertains our clients. Through blogs, videos, and podcasts, he loves helping us to educate and inform us about the ever-changing financial planning industry...

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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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