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.
Skylar Ingersoll
Client Service Associate, Marketing Associate
Skylar has a strong foundation in finance and client service. She holds dual bachelor’s degrees in Finance and Accounting from West Texas A&M University (Class of 2024) and brings two years of hands-on experience as a Client Service Associate for a local financial advisor.
With a sharp eye for detail and a passion for staying organized, Skylar is all about supporting advisors in delivering exceptional service to their clients. She approaches each task with a growth mindset and loves the challenge of learning new things—whether it’s a new tech tool, a process improvement, or a better way to streamline workflows.
Outside of work, Skylar is all about family life. She recently became a mom (her favorite role yet!), and loves spending time at home, especially if there’s a strategy-based board game on the table or a good trivia challenge. She and her husband are avid music lovers and make it a point to attend Austin City Limits every year. As self-declared movie buffs, they’re always up for a night at the theater—or exploring a new city on their next adventure.