A complete list of active advisors currently associated with Horizons Sustainable Financial Services, Inc.

Warmer can help you find a great advisor at Horizons Sustainable Financial Services, Inc. or one who fits your needs even better.

Horizons Sustainable Financial Services provides financial planning, investment consultation, and investment management to individuals (including high‑net‑worth clients), trusts, estates, foundations, and businesses. The firm delivers both one‑time or modular planning engagements and ongoing portfolio supervision, and it offers educational workshops and access to third‑party investment managers. The firm follows a sustainable, responsible, impact‑investing (SRI/ESG) philosophy and operates under a fiduciary standard, using a Financial Values Worksheet and a Social Policy Worksheet to develop a signed Investment Policy Statement that incorporates clients’ risk profiles and values. Portfolios are implemented through third‑party managers, Horizons’ own investment supervisory services, or blended Core+Satellite strategies, with explicit use of screening, shareholder advocacy, community investments, and targeted impact opportunities. Notably, Horizons maintains six offices and a seven‑advisor team managing about $151 million for roughly 310 clients, a multi‑office footprint that is uncommon for peers in this category. The firm also serves as manager of record for other advisors’ client assets and consults with other RIAs on SRI platform development, and it discloses a dual‑role arrangement in which an associated representative is a licensed insurance agent (approximately 20 hours per month), a relationship the firm identifies as a potential conflict of interest.

To learn more about the advisors currently working at Horizons Sustainable Financial Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Horizons Sustainable Financial Services, Inc.'s office locations.

Name	Location	Years of experience
Prisma Avery	Santa Fe, NM	1
Megan Buchanan	Milwaukie, OR	5
Valeria Cera Primero	Santa Fe, NM	1
Alan Gammel	Puyallup, WA	25
Johann Klaassen	Santa Fe, NM	24
Frederic Perret	Santa Fe, NM	30

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support