Team
Gary L. Holcombe, CFP®
Founder and CEO
As a financial planner, Gary thinks everyone should have access to experienced financial advisors regardless of how much they have to invest.
Garrett L. Holcombe, CFP®
President
Garrett loves a great success story, and helping clients create their own success story though small business planning and personal retirement strategies has become his passion.
Scott D. Bechely, CFP®
Financial Advisor
Scott specializes in retirement income planning, helping give our clients security and peace of mind in their retirement finances.
Nick Marrano
Financial Advisor
Nick Marrano specializes in working with active and retired military members and first responders.
Amber L. Witt
Paraplanner, Client Services Associate
Amber Witt has a knack for helping people. She is the ParaPlanner and Client Services Associate for Horizon Planning Group and knows when clients have a question or need something that they want it with efficiency, effectiveness, and...