Mon - Thurs : 08:00 am - 05:00 pm MST
Fri : 08:00 am - 04:30 pm MST
505-847-8944 New Accounts
888-205-6036 Client Services

Leadership & Management

Greg Herlean, President

Greg Herlean has spent the last ten years focused on growth opportunities and wealth accumulation through real estate vehicles. His aptitude for business has afforded him the opportunity to provide management direction, capital restructuring, investment research analysis, business projection analysis and capital acquisition services. He has personally managed over $1 billion in real estate transactions. He has flipped 450 homes and 2,000 apartment units. He has also purchased and sold nine hotels. When he founded Horizon Trust Company, Greg took his mission of educating Americans on the power of self directed accounts to new heights.

At Horizon Trust, his experience and in-depth knowledge of SDIRA industry market dynamics are frequently leveraged and employed. Moreover, it allows Greg to educate and empower self directed investors each and every day. Greg is also a sought after platform speaker on the topics of estate planning, capital development and investment growth through use of self directed IRA vehicles. These speaking engagements allow him to share his expertise with others who are interested in obtaining greater financial security.

He currently resides in Las Vegas, where he is an active member of the community. Greg is a devoted family man who relishes any opportunity to spend time and enjoy life with his wife, Kristy, and their four beautiful children. Greg is a University of Phoenix graduate with a B.S. in business administration.

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.