Meet The Team Behind The Dream
This group of individuals who work at Horizon Trust has come together as one, sharing a vision, mindset, and core values to support one another to meet the needs of all clients.
Our team is driven by the idea that the best work is born from diligence, innovation, and fun.
Executive Team
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Greg Herlean
Founder & Chief Executive Officer
Founder of Horizon Trust and leader of a $1B+ custodial firm, Greg empowers investors nationwide to build generational wealth through self-direction…
Steve Little
Chief Financial Officer
A seasoned financial executive with 40+ years of experience, Steve ensures Horizon Trust’s financial strength and long-term stability…
Julie Hardwick
Chief Operating Officer
With 20+ years in operations and accounting, Julie brings calm leadership, precision systems, and a client-first commitment to excellence…
Claudia Guzman
Chief Revenue Officer
Helping entrepreneurs launch, protect, and grow wealth for 17+ years, Claudia is the trusted voice guiding clients toward self-direction…
Cary Dougherty
Compliance Director
With deep experience across every department, Cary leads compliance and asset management with precision, integrity, and client education…
Leadership Team
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Andres Escobedo
Finance Operations Team Lead
Christine Dias
Operations Team Lead
Cynamon Harms
Concierge Services Team Lead
Mercie Davis
Incoming Transfers Team Lead
Rachel Maga
Affiliate Manager
Client & Affiliate Relations
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Brandi Dean
Senior IRA Specialist
Brandon Turner
Senior IRA Specialist
Amber Neubig
Senior IRA Specialist
Danny Fonseca
Investment Coordinator
Alicea Royal
Sales Administrative Support
Tax-Advantaged Retirement Planning
Your Self-Directed IRA is more than an account. It's your key to investing on your terms. Horizon Trust opens the door to options far beyond Wall Street.
Your Ultimate Guide To Self-Guided Success
Your retirement is of utmost importance to you, and it’s also important to us. Our ultimate retirement guide will tell you everything you need to help ensure the success of your self-directed retirement account. In it, you’ll find the differences between various retirement accounts and the many wealth accumulation vehicles, including real estate, and more.
5-Star Rated Custodian
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L BrownTrustindex verifies that the original source of the review is Google.
Valerie was amazing! If y’all weren’t so busy, I would call back just to visit!Posted on Google![]()
R BushTrustindex verifies that the original source of the review is Google.
Taddie was super helpful today and she was able to resolve all of my questions and issues in one call - fantastic!Posted on Google![]()
L RandallTrustindex verifies that the original source of the review is Google.
Valerie was especially helpful waking me through the steps necessary to get into the portal and then to access a particular document. Very helpful, pleasant interaction.Posted on Google![]()
K FreitasTrustindex verifies that the original source of the review is Google.
Fantastic service! Dana was wonderful and is passionate about what she does. She highly cares for her customers. I felt valued and trusted her expertise.Posted on Google![]()
C MatellanTrustindex verifies that the original source of the review is Google.
I want to sincerely thank Jessie and Dana for the excellent service they provided. They smoothly walked me through the entire process, truly held my hand every step of the way, and patiently answered all of my questions—and I had a lot! Their knowledge was impeccable, and their support made everything easy and stress-free. I would highly recommend Horizon Trust to anyone. Thank you!Posted on Google![]()
M P.Trustindex verifies that the original source of the review is Google.
Robert answered all of my questions perfectly!Posted on Google![]()
R SpennatoTrustindex verifies that the original source of the review is Google.
Great experience with Amber, Mercie so far! Buttoned up with great communication and follow up…Posted on Google![]()
A ThompsonTrustindex verifies that the original source of the review is Google.
The team members at Horizon Trust Company are prompt in responding to questions. I've had a great experience with their customer service.Posted on Google![]()
S HanTrustindex verifies that the original source of the review is Google.
Great company to work with! Amazing team and they went above and beyond to help me understand the SDIRA process. My friends are now using Horizon as well so we can invest in more real estate opportunities that we couldn't get into with old 401ks.Verified by TrustindexTrustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more