Broker Check

Team

In February 2014 Wealth Horizon affiliated with the Integrated Financial Group one of the nation’s largest financial planning consortiums. IFG is a network of LPL Financial advisors and their firms coming together to form The Brain Trust. We are independent firms but all believe that our vast collective knowledge and experience can help us provide superior advice for our clients. We are committed to providing practical and conflict-free advice. We employ comprehensive financial planning and our S.M.A.R.T. Plan™, a segmented approach to managing your portfolio for retirement to assist you in moving toward your goals. Integrated Financial Group has been named one of The Top 25 Financial Planning Firms in Atlanta by the Atlanta Business Chronicle consecutively for 10 years based on assets under advisement.

 
Jerrí Hewett Miller is the founder and principal of Wealth Horizon.

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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...

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Lynn Dunagan joined Wealth Horizon in November, 2012 as a Client Services Associate. She has spent her entire career in administration, most recently Vice President of Administration and Director of Human Resources positions.

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Louie

Office Mascot

Louie is an affectionate, protective Maltese who warmly welcomes clients to Wealth Horizon.

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