Who we are

A team that sees your full financial picture, not just part of it.

Horizon Wealth Strategies brings together experienced financial planners who help clients make informed decisions across retirement, taxes, investments, and long-term planning, all within one coordinated approach.

About

About Horizon Wealth Strategies

Horizon Wealth Strategies operates as a planning-first firm because we believe every major financial decision deserves genuine expertise, clear communication, and someone who is fully accountable to you.

Certified Planners
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Decades of Experience
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Firm Built on Relationships
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Guidance Clients Come Back To, Year After Year
1989

Meet Our Strategic Partners

The Horizon Wealth Strategies team brings together more than six decades of combined financial planning experience, backed by some of the most respected credentials in the industry: CFP®, MSFS, AIF®, CLU®, ChFC®, CLTC®, and LUTCF® designations held across the team. Mark Olson has guided clients since 1989 and is a 27-year Million Dollar Round Table member with 15 Court of the Table and 6 Top of the Table honors.

Michael Ferrara brings 30 years of planning experience alongside 12 years of service as a United States Naval Officer. Irene Stolte has spent 24 years building multigenerational client relationships and holds 11 years of MDRT membership, including 5 Court of the Table honors and 1 Top of the Table honor.

Together, they bring a rare combination of technical depth, real-world experience, and a shared commitment to holistic, relationship-driven planning.

Our strategic partners extend our capabilities, ensuring you have access to specialized support when it matters.

Let’s Talk Retirement

With an Experienced Financial Planner