The Horner Group Ltd.

As a full-service wealth management firm, we are equipped with a team of professionals to provide counsel in all facets of your financial livelihood. Through collaboration between professionals we are truly able to see your entire picture to deliver prudent advice.

Our core competency is asset management led by our team of investment professionals. Within our process, our team will work with you to establish your goals and objectives to implement an ongoing financial plan. To ensure the left hand is talking to the right hand, this group works in conjunction with our tax professionals to help reduce both current and future tax liabilities.

Financial planning begins with you, but also takes your loved ones and heirs into careful consideration. Our dedicated estate planning attorney and insurance specialist will work diligently with you to help build and protect generational wealth.

We have a long history of recognizing that no one individual is an expert on all subject matters. In order to make great decisions about complex problems, we have built a talented team of professionals with experienced backgrounds to serve you and your family holistically.

 

Tax Consulting

It’s said that only two things are certain in life: Death…and Taxes. A

Team Members

Founder and Board of Directors

Randy Horner is the founder and a board member of The Horner Group, LTD (HGLTD).

After 15 years in corporate America, Randy began a second career helping families secure their fi...

Managing Partner

As the managing partner of The Horner Group, LTD (HGLTD), Brian is responsible for overseeing a team of investment and tax professionals that service the firm’s clients.

Previousl...

Managing Director

Mike joined the Horner Group in April 2018, bringing extensive experience in both high net worth and institutional investment consulting.  He had over 17 years of experience helpin...

Client Relations

As the client relationship manager, Margaret is responsible for building relationships and supporting the firm’s top investment clients.

Prior to joining The Horner Group, LTD, Ma...

Investment Advisor Representative

Chris Barberini, an investment advisor at The Horner Group, LTD., has worked with clients for several years to tailor financial plans that not only help maximize their money now, b...

Office Manager

As the office manager at The Horner Group, LTD (HGLTD), Jessica is responsible for the firm’s administrative duties and office operations.

Prior to joining HGLTD, Jessica worked a...

Director of The Horner Tax Consulting Group

As the director of The Horner Tax Consulting Group, Tiana Holz is focused on working closely with the firm’s investment clients on an ongoing basis to ensure tax consultation throu...

Tax Team Member

For the past 13 years, Fabian Smith has provided clients of The Horner Tax Consulting Group with tax preparation and consultation.

Fabian has 20 years of tax preparation experienc...

Tax Team Member

For over a decade, Pat Koziol has worked with clients of The Horner Tax Consulting Group providing tax preparation and consultation. 

Prior to The Horner Group, Pat spent 35 years...