As John’s “right hand,” Dawn prepares/processes new annuity applications and securities account paperwork and ensures that all accounts are properly funded. Additionally, she can assist you with most service needs including fund transfers, withdrawals, reallocations, and distributions. Dawn is available to answer any questions you may have regarding your account or pending application.
Senior Administrative Assistant
Tassa Cremedy joined the company in August of 2014, and is a welcome addition to the Horizon team. She comes to us from BB&T with 15 years of administrative experience.
Lynn joined Horizon Financial Services, LLC in July 2015. Lynn has an extensive administrative background, including 10 years as a preschool director. In her current role, she will be serving as an Administrative Assistant and will provide support to the Horizon team, assist with front office duties and provide direct customer service to clients.
Assistant Compliance Officer/Accounts Receivable Specialist/IT Solutions Coordinator
As Assistant Compliance Officer/Accounts Receivable Specialist/IT Solutions Coordinator, Yvonne’s responsibilities range from working closely with the Chief Compliance Officer, accounting departments of various insurance carriers, ensuring that all client files are maintained and current, to providing information technology (IT) support and coordinating the technology needs to keep office processes running smoothly.
Nancy joined Horizon in January 2015. Her background consists of over 20 years of professional marketing experience, mainly in the legwear and furniture industries. Nancy is also a licensed real estate broker.
Assistant Operations Manager/Finance Manager
In her role as Assistant Operations Manager/Finance Manager, Julie is responsible for assisting with and overseeing many of the company’s operations from marketing to corporate and advisor compliance, human resource management, accounts payable/accounts receivable, financial planning and reporting.