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 | 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...
Brian Tarro joined Horvath Planning & Wealth Management in December 2016.
As a Wealth Advisor at Horvath Planning & Wealth Management, Brian plays a key role in developing and executing customized investment strategies that align with the...
As the Director of Relationship Management & Event Planning at Horvath Planning & Wealth Management, Karen brings her vibrant energy, organizational expertise, and genuine passion for creating exceptional client experiences. Her glowing...
Bobbi plays a critical role in our team’s success as the Director of Operations. She oversees the day-to-day operations of the practice, ensuring efficiency and productivity while maintaining exceptional service standards for existing...
Monica brings over fourteen years of financial industry experience and nine of those years with LPL systems and policies. She will oversee account opening, client onboarding, account transfers, and ongoing account maintenance and updates...
As Director of First Impressions, Brianna serves as the first point of contact for our client community. She also manages front desk operations and supports the team with scheduling, calendar coordination, and day-to-day administrative...
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...
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...
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...
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...