Horizon Advisors

Horizon Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC

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Happy Birthday, Katie!Today we're celebrating Katie McKinley, one of our Financial Advisors in the Lakeland office!This ...
09/17/2026

Happy Birthday, Katie!

Today we're celebrating Katie McKinley, one of our Financial Advisors in the Lakeland office!

This past year has been filled with so many special moments. Katie and Josh recently celebrated five years of marriage with a trip to Colorado, and she has loved watching Elizabeth grow while making memories together, including spending more time cooking side by side in the kitchen. Another highlight of the year was joining the Horizon Advisors team last fall. We are grateful for the knowledge, care, and positive energy Katie brings to our clients and teammates each day.

Looking ahead, Katie and her family are excited for upcoming vacations, relaxing days spent by the pool, and tackling some fun home projects together.

Katie, we hope your birthday is filled with joy, laughter, and quality time with the people you love most. Thank you for all you do!

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and ...
09/16/2026

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

09/15/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

Happy Birthday, Rose!Today we're celebrating Rose and another year filled with memorable adventures, family time, and ex...
09/11/2026

Happy Birthday, Rose!

Today we're celebrating Rose and another year filled with memorable adventures, family time, and exciting experiences!

Over the past year, Rose enjoyed road trips to Asheville, Charleston, Savannah, and Wilmington, traveled to Austin and Punta Gorda for work, and spent time exploring the beautiful Lake Como, Italy. She also made several trips back to Minnesota to visit family and has loved embracing her role as an aunt, watching her niece and nephew grow along the way.

Another major highlight was cheering on her husband, Vinny, during another successful tennis season at Wake Forest, including a trip to the semifinals and an ACC championship.

As she looks ahead, Rose is excited for another busy and adventure-filled year with new opportunities, travels, and memories to make.

Rose, thank you for all you do for our team. We hope your birthday is filled with celebration, laughter, and everything that makes you happiest!

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.Wishing...
09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

You're invited! Bring your family and join us for an afternoon of BBQ, games, prizes, and fellowship at our Horizon Advi...
09/01/2026

You're invited! Bring your family and join us for an afternoon of BBQ, games, prizes, and fellowship at our Horizon Advisors Fall Family Picnic in Stillwater, MN. We can't wait to see you there!

We're excited to share that Jackson Garner, CFP®️ has joined Horizon Advisors, an Ameriprise Private Wealth Advisory Pra...
08/28/2026

We're excited to share that Jackson Garner, CFP®️ has joined Horizon Advisors, an Ameriprise Private Wealth Advisory Practice, and will be serving clients from our Punta Gorda, Florida office.

Many of you may already know Jackson through his work at Crews Bank & Trust. Jackson brings a strong background in wealth management, trust services, retirement planning, and investment management. He is a Certified Financial Planner™️ and holds dual bachelor's degrees in Finance and Real Estate from Florida State University.

At Horizon Advisors, our mission is simple: to help clients identify and achieve what is most important to them in life. We do this by advising them on their two most valuable resources, their time, and their money. Jackson shares this philosophy and is passionate about helping clients.

If you've worked with Jackson previously, he would welcome the opportunity to reconnect. He is now meeting with clients and looks forward to helping you pursue your financial goals as part of the Horizon Advisors team.

https://bit.ly/46qWNRF

Happy Work Anniversary, Thomas! Today we're celebrating Thomas Laverty and the tremendous impact he has made on our team...
08/18/2026

Happy Work Anniversary, Thomas!

Today we're celebrating Thomas Laverty and the tremendous impact he has made on our team.

As a Financial Planning Assistant, Integrator, and member of our leadership team, Thomas plays an integral role in helping our practice operate at its best. His dedication, strategic mindset, and commitment to excellence help drive our team forward while ensuring we continue to serve our clients with care and purpose.

Whether he's supporting financial planning initiatives, helping bring ideas to ex*****on, or contributing to the leadership and growth of our organization, Thomas consistently goes above and beyond. His ability to keep projects moving, connect people around a shared vision, and support both clients and teammates make him an invaluable part of Horizon Advisors.

Thomas, thank you for your hard work, leadership, and the many ways you contribute to our team's success. We are grateful for all that you do and look forward to another great year ahead.

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review ...
08/12/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/11/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

Address

Lake Elmo, MN

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16516892000

Website

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