At Horizon Wealth Advisors, we are committed to helping our clients through a proactive and tailored approach. As part of our fiduciary commitment, we always put our clients first by working to gain a deep understanding of each client and their unique situation so that we can be effective as both advisors and advocates. Our team is comprised of individuals from different backgrounds with a diverse set of qualifications who all share a passion for what we do.
Though we are usually working to better understand our clients, we’re turning the tables and giving others the chance to get to know us a bit more through our Employee Spotlight Series! This week we’re featuring our Client Specialist, Jackie Thomas, who has been a member of the Horizon Wealth Advisors team for 3 years now. Read on!
What are your typical job duties and responsibilities at Horizon Wealth Advisors?
I handle the operations side of Horizon, primarily assisting with portfolio management, money movements and other client needs.
What aspect of your role do you enjoy the most?
All of it! I’m naturally an extremely organized person and I find it very therapeutic to keep up with the client accounts, handle spreadsheets and many of the other various tasks that I have for the firm.
How did you come to work for Horizon Wealth Advisors?
I actually first came across Horizon Wealth Advisors through LinkedIn. The position was recommended to me based upon my previous experience (and the proximity of the firm to my house!).
What is the best career lesson you’ve learned thus far?
Your overall happiness in a job is crucial to your mental health. I’ve found that having a job that is fulfilling, where I enjoy all of my coworkers’ company, is extremely rewarding and makes for a better life.
Fun Facts About Jackie:
What kinds of hobbies and interests do you have outside of work?
I love going to concerts and seeing Broadway shows! I used to hold season tickets to the Hobby Center, but Covid unfortunately put a hold on a lot of productions. I can’t wait until they come back! I’m also slightly obsessed with all things Disney! I just got back from my 7th trip to Disneyworld. Lastly, I really enjoy traveling and am always trying to learn to cook new recipes. The most complex and exciting dish I’ve cooked is Paella.
What is your favorite way to spend the weekend?
The best weekends are spent hanging out by the pool with my family, going to outdoor patios with friends, or finding new adventurous things to do in Houston.
Best vacation you’ve ever been on?
I took a trip to Banff in Canada and it was absolutely breathtaking! The water there was turquoise. Another great trip was to Seattle for Mother’s Day weekend. We had a blast white water rafting.
What is one thing you have yet to cross off your bucket list?
I’d love to visit Europe. I had plans to go this summer, but Covid keeps pushing those plans back. Maybe next year!
If you had to eat one meal, every day for the rest of your life, what would it be?
That’s easy! Tacos.
Thank you, Jackie, for all that you do for Horizon Wealth Advisors! For more, check out our previous feature on Horizon’s Partner and Director of Investments, Owen Murray.