Horizon Wealth

Logan Smith is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Horizon Wealth and Emerson Equity, having held positions at firms including Crux Wealth Advisors and Charles Schwab. Horizon Wealth is a seven-advisor team serving individuals, trusts, and corporations with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm focuses on retirement investing, income-replacement strategies, and financial independence, managing approximately $147 million in discretionary assets.

Jonathan Vogel is a CFP® with nine years of industry experience, currently affiliated with Horizon Wealth in Denver, CO. His career includes roles at Emerson Equity LLC, Impact Partnership Wealth LLC, and Larson Financial Securities, among others. Vogel holds Series 63 and Series 66 licenses and has experience assisting clients with insurance-related needs. Horizon Wealth is a seven-advisor SEC-registered team serving individuals, trusts, and corporations with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm focuses on retirement investing, income-replacement strategies, and financial independence, employing a fiduciary, asset-allocation approach that incorporates equities, ETFs, mutual funds, and, where appropriate, private investments and alternatives.

Austin Cooper is a financial advisor at Horizon Wealth with one year of industry experience. He holds the Series 65 designation and previously worked at Accelerated Wealth Advisors LLC and Concentrix. Horizon Wealth is an SEC-registered team investment adviser serving individuals, trusts, and corporations with discretionary and non-discretionary investment management, financial planning, and limited consulting services. The firm focuses on retirement investing, income-replacement strategies, and financial independence, managing approximately $147 million in discretionary assets across seven advisors.

Lawrence Spoth is a financial advisor at Horizon Wealth with 10 years of industry experience. He holds the Series 65 designation and has worked at several firms, including Retirement Wealth Advisors and Market Guard. Additionally, he serves as president of Retirement Protection Solutions, a business specializing in life and index annuity sales. Horizon Wealth is a team investment adviser serving individuals, trusts, and corporations with investment management, financial planning, and consulting services. The firm focuses on retirement investing, income-replacement strategies, and financial independence, managing approximately $147 million in discretionary assets across a seven-advisor team.

Benjamin Smith is a financial advisor with Horizon Wealth, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at several firms, including Impact Partnership Wealth and Ashton & Associates Wealth Management. Smith is also involved as an independent life insurance agent and serves as the president and owner of LegacySmith, a wealth management and insurance business. Horizon Wealth is a seven-advisor SEC-registered team that provides investment management, financial planning, and consulting services to individuals, trusts, and corporations. The firm focuses on retirement investing and income-replacement strategies using a fiduciary, asset-allocation oriented approach with a range of investment options and integrated tax planning.

Daniel Blair is a financial advisor at Horizon Wealth with 21 years of industry experience. He holds Series 63 and Series 65 registrations. His prior work includes roles at Emerson Equity LLC, Impact Partnership Wealth, Resources Investment Advisors, and Summit Wealth Strategies. Outside his advisory work, he manages a marketing firm that provides tax strategy services to other financial professionals. Horizon Wealth is an SEC-registered team investment adviser serving individuals, trusts, and corporations with investment management, financial planning, and limited consulting services. The firm employs a fiduciary, asset-allocation approach using equities, ETFs, mutual funds, and alternatives, supported by model managers and integrated tax planning.

Jacob Child is a financial advisor at Horizon Wealth with three years of industry experience and holds a Series 65 designation. Prior to joining Horizon Wealth in 2025, he worked at Impact Partnership Wealth, Market Guard, and has been a managing partner at Retirement Protection Solutions since 2018. He also serves as a tax strategy specialist on an estate planning team. Horizon Wealth is an SEC-registered team investment adviser serving individuals, trusts, and corporations. The firm focuses on retirement investing, income-replacement strategies, and financial independence, employing a fiduciary, asset-allocation approach using equities, ETFs, mutual funds, and alternative investments.