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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Robert V. Iandoli

President

9084701040

bob@horizonfinancialgrp.com

Bob has been in the Financial Services Industry since 1974 and founded RVI Associates in March 1976. In 2001 he incorporated HORIZON FINANCIAL GROUP, INC. A registered investment advisory firm specializing in total financial planning....

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Ian Davis

Vice President - Wealth Management

9084701040

ian@horizonfinancialgrp.com

Ian Davis is a dynamic financial professional who blends a strong foundation in strategic corporate operations with a passion for hands-on wealth management. As Vice President at Horizon Financial Group and an LPL Financial advisor,...
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Grant Kozak

LPL Investment Advisor Representative

9084701040

9084700808

grant@horizonfinancialgrp.com

Grant J. Kozak is a seasoned financial professional with extensive experience in family office private equity (PE), with a focus on leveraged buyout opportunities for high-net-worth investors. Before joining Horizon Financial Group,...

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