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, CFP®, AAMS®, CPFA®, CRPS®
Wealth Advisor
Breanna Broering
Administration 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, CFP®, 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 her 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 pit bulls, and her family thinks she is a bit over the top with her need to be organized and tidy.
Breanna Broering
Administration and Operations
Breanna is the first point of contact for clients. She is committed to providing them with whatever they need as far as service requests, scheduling, administration, and operations. Likewise, she works hand in hand with Claudia and Holly to keep the team in sync. Breanna has worked with Holly and her family for over 15 years now. She started babysitting the kids, then took on administrative tasks in the office, and even drove a tractor when the family needed help on their hay farm! Along the way, Breanna pursued her Master’s degree at Ferris State University and worked in health care, the school system, and a local non-profit, all while getting married and starting a family. Born and raised in Traverse City, Breanna enjoys camping and spending time outdoors.
Fun Fact: Breanna loves the winter season and enjoys hitting the slopes to ski and snowboard with her family!
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.
