Knowledgeable and Skilled Professionals
At Horizon Financial, we believe that working with the right financial advisor is critical. Check out these 10 Questions to ask when choosing a financial advisor.
We strive to simplify and deliver a high-quality financial planning process. At Horizon Financial, we stand alongside you and help lead your total wealth team, which often includes a CPA, banker, attorney, and insurance agent. You will receive a robust commitment to your financial well-being when you work with us. Watch our video to learn more about our commitment to you.
Meet Our Team
Holly Gallagher, CFP®, BFA™, CLU®, ChFC®
Founder and President
Claudia Rodriguez, MBA, AAMS®, CPFA®, CRPS®
Wealth Advisor
Kelly Town, FPQP™
Director of Client Services and Operations
Holly Gallagher, CFP®, BFA™, CLU®, ChFC®
Firm Founder and Visionary, Lead Advisor
Niche: Serving those nearing retirement or retired with a minimum of $1 million in investable assets.
For 30 years, Holly has focused on providing comprehensive wealth management and retirement lifestyle planning. Her passion is working with people who want help, are open to guidance, and are willing to take action to get the outcomes they desire. Holly leads her clients’ wealth team, which often includes their CPA, banker, attorney, and insurance agent. This can sound complicated or intimidating. It doesn’t have to be. Holly stands alongside you to ensure you understand everything that needs to be done to get you to your goals. She treasures meaningful, long-term relationships with her clients and their families. Holly loves to travel, learn, and read. She enjoys watching her kids’ sporting events and long walks with her girlfriends.
Fun Fact: Holly used to work with Mickey Mouse, she can drive a tractor (John Deere preferably), and she can’t wait to trade in her minivan for something more exciting once her kids are older.
Claudia Rodriguez, MBA, AAMS®, CPFA®, CRPS®
Lead Advisor on Wealth Consulting, 401(k) Plans, and Insurance
Niche: Serving those in a growth stage; welcoming new clients with $250,000 to invest; and leading our wealth consulting program, 401(k) plan business, and insurance services.
Claudia knows all about hard work, family values, and basic common sense as she grew up on her family’s fruit farm in Suttons Bay. She earned her MBA all while being a single mom and working full time. Claudia has 25 years of finance experience. Her past work experience in commercial and residential lending, along with serving as a controller for 15 years at a money management firm, has given her vast knowledge, in addition to the five years as a financial advisor at Edward Jones. She is proud to serve various clients with wide-ranging goals and will work tirelessly for them. Claudia loves spending time with her husband and kids when she can, as both of her kids graduated from college in December 2021.
Fun Fact: Claudia loves to decorate for the holidays and seasons, she has a soft spot for pitbulls, and her family thinks she is a bit over the top with her need to be organized and tidy.
Kelly Town, FPQP®
Integrator, Paraplanner, and Director of Client Services and Operations
Key Role: Ensures paperwork, workflows, operations, and client requests are in order and running smoothly. She is the maestro between our clients and our internal team members.
Kelly’s strong attention to detail and ability to prioritize tasks efficiently make her a natural fit for the Horizon Financial team. She has firsthand experience in fulfilling the needs of clients and small business owners through extensive involvement within her family’s businesses. Kelly serves as the head of office operations, ensuring that the daily operational needs of our practice are running smoothly.
Kelly currently holds her Financial Paraplanner Qualified Professional (FPQP®) designation and recently passed her Series 65, Uniform Investment Advisor Law Examination administered through FINRA.
Kelly is a graduate of Liberty University with a degree in business administration–finance. She was raised in Traverse City. Kelly’s favorite activity is spending time with her husband, daughter, and dog on the beautiful Northern Michigan lakes, boating, and waterskiing.
Fun Fact: Kelly loves breakfast food any time of day and will eagerly join you at the karaoke machine.
Our Extended Teams
We affiliate with Commonwealth Financial Network®, a broker/dealer that supports independent firms like us. They offer us access to teams of research and planning professionals to support you in pursuit of your goals. Use these buttons to learn more about our extended teams.
