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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

Investment Strategist | Private Wealth Advisor


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


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


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



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

Terry Thompkins, CFP®, CLU®, ADPA®

Director of Financial Planning / Wealth Advisor

For more than 2 decades, Terry has helped clients address their financial concerns and develop strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, he has...

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When the market fluctuates, it can feel like being on a neverending rollercoaster ride. Download our free ebook, "Don’t Panic,” to learn why market volatility isn’t as scary —or uncommon— as it seems.

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