Jonathan Horst, CFP® RLP®
Founder & CEO
My superpower is taking complex financial matters and translating them into layman’s terms. The goal in our relationship is to dig deeper, to find what matters to you in your financial present and future and together develop solutions to fulfill your goals and put your fears to rest.
The environment in which I grew up was financially chaotic. As such, I’ve made it my mission to understand not just money and finance, but also human behavior around money. As a wealth manager, I have the privilege of helping people transform their relationships with money and gain mastery over it.
I recognized that earning a CFP is a big decision. Like any relationship, ours must be rooted in integrity, trust, and clear communication for it to thrive. I hold wealth management as sacred work. My job is to understand my client’s vision for their future, then work with them to design and implement a plan to fulfill that vision.
After completing a triple major in Finance, Accounting, and German, I set off for a meditation retreat about the art of being human. This combination of experiences informs how I work and interact with others.
If and when you would like to meet, feel free to schedule a call via my Calendly link. Whether or not we choose to work together, you’ll gain new knowledge and insight. It will be time well-spent. I’m available to meet globally, and have a physical office in Denver.
In case you’re curious, when I’m not working for my clients, you can find me baking, hiking, or biking. I hold a Certificate in Pastry Arts from the Culinary Institute of Canada and participate in the annual AIDS/LifeCycle, a 550-mile fundraising ride from San Francisco to Los Angeles. I am a former Co-Chair for the Human Rights Campaign (HRC) and various local charities over the years. That’s the vision I’m making real in the world. You can also find me in the Horizons Foundation Professional Advisors Directory.
Amanda Yeager
Amanda is from North Carolina and attended Appalachian State University, where she received her BS in Business Administration with concentrations in Finance and Insurance.
Amanda has over 16 years of experience as a Sales Assistant in the financial services industry. She is a Jill of all trades in the office, but her favorite role is Client Servicing. She prides herself in handling all back-office tasks so advisors can do what they do best. She also enjoys educating and building relationships with clients. Amanda has dealt with several different custodians and platforms. She is also familiar with several CRM management tools as well. She has worked for both financial advisors and property and casualty agents; for both fee-based and commission-based advisors. She currently holds her life, health, long term care, Medicare supplement, property and casualty licenses.
In her free time, you can find Amanda out on the lake with her husband or out on her front porch swing with a good book. She also has 3 dogs that she enjoys spending time with as well. Fall is her favorite time of year, and you will find her hiking in the mountains or attending as many festivals as she can.