Leadership & Management
Concierge Manager Celeste Perez
Celeste Perez joined the self-directed IRA industry in 2018 and has been part of the Horizon team since 2019. Since then, she has flourished here educating clients and being resourceful to their needs. With more than ten years in the customer service industry, Celeste is bilingual and has a drive to expand her knowledge and experience. Her motto is – Training is one of the most important gifts we can give, to be able to achieve unique connecting experiences. Therefore, I thrive to train my team constantly to be a positive impact to our clients in every single phone call. This is our everyday goal; this is our core value. Celeste plans to expand on her education by obtaining her Self-Directed Industry Professional Certification so that she can become even more of an asset for future clients and team members.
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Our mission at Horizon Trust Company is to provide education on the power of Self Directed IRA’s, to empower investors who are interested in diversifying their portfolios and gaining tax-free investment freedom. We are grateful and accountable to our clients and to each other. We respond promptly as we pull up and work as one to protect the financial assets of our clients and well-being of team members.
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6301 Indian School Rd NE Ste. 810 Albuquerque, NM 87110
Legal Disclaimer: Horizon Trust Company is an independent passive Custodian and is not associated or affiliated with and does not recommend, promote or advise any specific investment, investment opportunity, investment sponsor, investment company or investment promoter or any agents, employees, representatives or other of such firms or entities. Investments are not FDIC Insured, offer no bank guarantee and may lose value.