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Leadership & Management

Edwin Kelly, CEO

Edwin Kelly is CEO of The Horizon Trust Company and the Horizon Group, an affiliate of HTC.

Edwin is coauthor of the best-selling book, Leverage Your IRA. Edwin is a frequent guest on radio and television, including being a guest expert on "The Money Show." Edwin has an MBA and was formerly a Registered Investment Advisor, providing consulting to institutional clients like the Bank of New York.

Edwin Kelly is America's foremost expert on helping investors, entrepreneurs and regular everyday people achieve true financial security and freedom by harnessing the power of Self Directed IRA's and automating unconventional, out-of-the-box, alternative solutions like real estate, FOREX, tax liens and private lending.

Gregory Herlean, Chairman of Board

Mr. Herlean is a highly skilled entrepreneurial-minded leader who is an accomplished result driven professional with previous experience starting a trust custodial company. Mr. Herlean helped a Nevada trust custodial company get started in 2007. In just over 24 months, the company grew its assets under his management to over $95 million.

Mr. Herlean has extensive marketing experience and in-depth knowledge of the industry, as a result of having worked in the field for over eight years. He is a sought-after speaker at industry seminars. Currently, he is Chairman of the Board of Horizon Trust, where he plays a critical role in the leadership, growth and development.

Mr. Herlean is also active in the Las Vegas community, providing seminars on capital development, investment opportunities with self-directed IRAs and estate planning insurance. Mr. Herlean attended a RITA (Retirement Industry Trust Association) conference in October of 2010 and again in April 2011 as a guest and has plans on becoming a member. He received his Bachelor's Degree in Business Administration from the University of Phoenix.

Steve Byrne, Treasurer and Secretary

Mr. Byrne is a forward thinking leader, who founded CapSource in 1997. Since that time the company has grown to nearly $100 million under the veteran management team. Mr. Byrne has an extensive background in banking, commercial real estate and trust deed lending that spans over more than 27 years. During his career he has closed more than $4 billion worth of real estate loans, including $1.5 billion in privately funded transactions. Mr. Byrne holds dual Bachelor's Degrees in Economics and Accounting from Hastings College.

Andrew Jolley, Vice President

Mr. Jolley is a well-rounded executive with experience in financial services, real estate, marketing, technology, and business development. Mr. Jolley began his career working on large complex technology projects for financial services and retirement companies such as Janus Mutual Funds and Manulife Financial. It was during these projects that he first became familiar with retirement investment services.

Since 2001, Mr. Jolley has been involved in hundreds of millions of dollars worth of real estate projects as an owner. He served as Vice President of Business Development for a $250 million real estate development and construction company based in Las Vegas, NV, where he was responsible for project selection, joint ventures, feasibility analysis and acquisitions in three states.

Mr. Jolley is also the founder and owner of EquiSource Real Estate, an investment and real estate brokerage. In addition, he is the founder and owner of CapSource, a private commercial real estate lender. He holds a Master's Degree in Business Administration (MBA) from Arizona State University, a Masters of Information Management from ASU and a Bachelor's Degree in Business Administration from Brigham Young University.

Dave Campbell, ERISA Attorney

Dave Campbell is a partner at Vory's, one of the most prestigious law firms in the nation. One of his areas of expertise is The Employee Retirement Income Security Act of 1974 ("ERISA"). Dave counsels and litigates a variety of ERISA issues throughout the United States.

Dave is a member of the American Bar Association, the Ohio State Bar Association, and the Cleveland Bar Association. In addition, he has published several employment-related articles including a chapter in a book entitled "The Impact of 2008 Supreme Court Employment Law Cases."

Dave Campbell has presented at seminars throughout the country on a variety of topics. The seminar forums include nationwide teleconferences, industry-wide conferences, and presentations before state associations.

Dave received his J.D. summa cum laude from The Ohio State University Michael E. Moritz College of Law and his B.S.B.A. cum laude from The Ohio State University.

Jeffrey Barton, Chief Compliance Officer

Jeffrey Barton is an experienced professional with demonstrated skills in the financial services industry, focusing on legal and regulatory compliance.

Jeff was the founding member of a leading privately-held consulting firm specializing in corporate and financial services. He has advised and assisted investment sponsors on the formation and initiation of private investment products, including a $500M non-traded REIT and multi-million dollar private placement offerings specializing in real estate and related assets. Additionally, he has directed the formation and registration of newly established broker/dealer and registered investment advisory firms located throughout the United States that were successfully approved without issue.

Prior to joining Horizon Trust, Jeff was a Compliance Director for a full-service, self-clearing national broker/dealer and registered investment advisor with a 5,000+ financial advisor sales force, the Chief Compliance Officer and Anti-Money Laundering Compliance Officer for a privately-held holding company of an independent broker-dealer and product sponsor specializing in alternative and traditional investment products including a retail and wholesale/institutional sales force, the Compliance Officer for the largest private real estate-based investment firm in Nevada, as well as the Vice President of Legal and Compliance Operations for a private trust company specializing in self-directed retirement accounts. Jeff also functioned as the Chief Compliance Officer for an insurance-affiliated broker-dealer and its affiliates.








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