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.
Sandra Oshiro
Client Service Associate, Director of Marketing
Sandra is thrilled to join our team, where she looks forward to leveraging her skills to contribute to the success of our advisors. Her passion for efficiency and dedication to excellence align perfectly with our standards. Her background in Marketing and Communications adds another level to the services she can offer.
Sandra was born in Hollywood, CA and has lived in the Los Angeles area her entire life. She is a mom of three grown children who are successfully launched into the world. When not at the computer, Sandra can be found teaching yoga and group exercise classes, playing board games or the occasional game of Texas Hold-em. She loves traveling with family and friends.
Sandra is a volunteer puppy raiser for Guide Dogs of America, and is soon going to be raising her fourth puppy, a male golden/lab mix. She also enjoys the companionship of her first GDA puppy, a black lab named Arthur, who found his home with her during the pandemic and decided that the life of a pet was better than being a working dog.
There is a beautiful work-life balance that comes from virtual work that allows Sandra to do the things she enjoys, like training her puppy, traveling, practicing yoga and spending time with loved ones.