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MICHAEL VUJNOVICH – Managing Partner

michael.vujnovich@lpl.com

Michael is the managing partner of Horizon Wealth Managers, LLC and has spent his entire career in the investment profession starting with Dean Witter Reynolds in 1998 and working with such firms as Prudential Securities, JP Morgan Chase, Wells Fargo and Morgan Stanley. He is a graduate of Hobart College. He brings over a tremendous wealth of knowledge and experience in financial planning, insurance and risk analysis and investment planning. Michael holds many designations including Series 7, 63, and 65 with LPL Financial as well as the SIE designation. His dedication to help his clients achieve their goals and objectives has produced many accolades in all of his positions.

Michael is married with two children and resides in Westchester County. Michael’s clients include high net worth individuals as well as growing families. His ability to discover, analyze and objectively organize a constructive plan to assist them in achieving their goals is one of his greatest strengths. Michael maintains clients in several states including NY, NJ, AZ, CA, CO, CT, FL, IL, MD, NC, NV, OH, OR, RI, SC, TX and VT.

MICHAEL S. SETTLER, CPA – Managing Partner

michael.settler@lpl.com

Michael S. Settler is a Certified Public Accountant, who specializes in working with closely held businesses and entrepreneurial companies as well as estate, trusts and all types of tax planning strategies.

He offers clients a hands-on approach and assists them in developing financial and budget plans. He has over twenty years experience in business operations and solutions for long-term business growth. He also provides consulting services to emerging companies. He works with businesses in diverse industries: apparel & textile, import & export, real estate, technology, professional services, and manufacturing & distribution. He maintains clients located in several states including NY, FL, IL, NC and SC.

Michael maintains strategic relationships with leading attorneys, bankers, and business consultants throughout the New York Metropolitan area to assist his clients with their needs. With over 300 business clients, Michael has developed a very diverse practice that has included Broadway shows to local mom and pop pizzerias. This broad based knowledge of various types of industries and practices has enabled Michael to bring various creative ideas to all types of business and financial planning.

In addition to holding various licenses; including Health and Life insurance Licenses, Series 7, Series 66, Series 63 and Series 6 Investment Licenses* held with LPL Financial and Certified Public Accountancy License, he is a member of the New York State Society of Certified Public Accountants (NYSSCPA). He has served on many professional committees as well being a Member of the American Cancer Society Board of Advisors. In addition to the above, Michael regularly participates in various tax, business and retirement planning, securities, investment, health insurance, life insurance and estate and trust continuing education courses at various sites within the tri state area.

He is married with three children and resides in New York. In addition to being an avid golfer with many accolades, he is a member of Westchester Hills Golf Club in White Plains NY. Michael has also been very active in the local Little League Baseball as a manager and liaison for the Board and the parents of the league. In addition to participating as head coach in the local Basketball Programs for youth ages 9 to 15, Michael has also been very active with the Rockland County American Cancer Society, which he has helped raise over $125,000.00 each of the last seven years.

LICENSES

  • NY State Certified Public Accountancy
  • NY Health and Life Insurance
  • Series 7, 66, 6 and 63 Investment Licenses*
  • Pace University, B.A. Business Administration
  • Florida State University, A.A.
  • Rye High School

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© 2023 Horizon Wealth Managers

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. The information on this website is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Disclosure: Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

 
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