Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Women's Financial Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Small Business
  • Employee Stock Options
  • Cash Flow Management Strategies
  • Insurance
  • Saving for Education
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Investments

Awards & recognition

  • Shawn Bumgardner, Ameriprise Circle of Success, 1996-2023

Community participation

  • Boy Scouts of America
  • Knights of Columbus
  • Wyandotte Rotary-Paul Harris Fellow
  • Southgate Rotary
  • Proud supporters of Wounded Warrior Project and Warriors to Work. As several of us here at Clear Horizon Wealth Advisors are Veterans of our Nation's military, we are especially proud of this philanthropic partnership.

Our photos

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