Wealth Horizon, Inc.
Meet Our Team
Jerrí Hewett, CFP®
Jerrí Hewett is the founder and principal of Wealth Horizon. After building a foundation in the life and disability insurance arena, Jerrí developed a passion for wealth management and comprehensive financial planning. She earned her CERTIFIED FINANCIAL PLANNER™ designation and founded Wealth Horizon in July of 1998. She has always had a desire to provide financial planning services to women in Gwinnett and during the course of her career has served as a Retirement Planning Instructor for the CFP® curriculum and earned a Chartered Financial Divorce Practitioner (CFPD) designation. Jerrí holds a Bachelor of Science from the University of North Carolina and when she’s not helping clients, you can find her cycling with her husband.
Lynn Dunagan, Client Services Associate
Since joining Wealth Horizon in 2012, Lynn has worked tirelessly to make a positive difference in the lives of the clients we are privileged to serve. Lynn has spent her entire career in administration, most recently in Vice President of Administration and Director of Human Resources roles. Lynn brings this experience to Wealth Horizon with the goal of providing exemplary service to all our friends and clients.
Dan Miller, Wealth Manager
Dan Miller joined Wealth Horizon in 2016 and brings 35 years of professional experience, including 17 years as Vice President of Investments at two of the oldest and most respected firms on Wall Street. Dan has extensive experience in the financial markets, in which he analyzed and managed portfolios for a national high net worth client base. Additionally, he has served as a management consultant to Fortune 500 companies and owned/operated several entrepreneurial ventures. Dan graduated with a BBA from Emory University and currently holds his Series 7 registration with LPL Financial and Series 66 registration with IFG Advisory, LLC. He is an accomplished tennis and squash player and an avid skier and cyclist. Dan is married to Jerrí and they have one son.
Louie, Office Mascot
Louie is an affectionate, protective Maltese who warmly welcomes clients to Wealth Horizon.
Our mission is to provide personal financial stewardship. We believe money is a tool that, when used wisely, can expand your sense of independence and well-being, leaving time and energy to focus on the relationships that enrich your life. We believe this is the definition of true wealth.
Our Community Involvement
We’re actively involved in the Gwinnett community because relationships are important to us. We’re not just the best financial planner in your neighborhood, we’re the most connected.
- Gwinnett Leadership Organization for Women, Advisory Board Member
- Assistance League of Atlanta, Advisory Board Member
- Gwinnett Chamber of Commerce, Chairman’s Club Level Member
- Leadership Gwinnett, Class of 2014-2015
In addition, we support the local efforts of many fine non-profit organizations, including:
- Right to Hike
- Alzheimer’s Association
- Camp Kudzu / Kudzu Camp for Kids
- WellSpring Living
- Eagle Ranch
- Cops for Kids
- Hugs for our Soldiers
- Frazier Cycling
We Celebrate Wonderful Women
In addition to the organizations we support and serve in, we host the annual “Celebrating Wonderful Women” event. Now in its tenth year, this banquet celebration features an inspirational female speaker who encourages attendees with a message and model of a heroic woman. The highlight of the evening is when Jerri honors an attendee with the Woman of the Year award.