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.

Roth IRA

Traditional IRA

SIMPLE IRA

SEP IRA

Solo 401(k)

Coverdell ESA (CESA)

Health Savings Account (HSA)

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 Brown
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Valerie was amazing! If y’all weren’t so busy, I would call back just to visit!
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R Bush
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Taddie was super helpful today and she was able to resolve all of my questions and issues in one call - fantastic!
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L Randall
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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.
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K Freitas
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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.
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C Matellan
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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!
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M P.
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Robert answered all of my questions perfectly!
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R Spennato profile picture
R Spennato
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Great experience with Amber, Mercie so far! Buttoned up with great communication and follow up…
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A Thompson
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The team members at Horizon Trust Company are prompt in responding to questions. I've had a great experience with their customer service.
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S Han profile picture
S Han
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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.
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Speak with a Retirement Specialist

Schedule a quick 15-minute discovery call and get straightforward guidance with no pressure and no commitment.