Broker Check

About UsKeys to a Successful Relationship: What You Can Expect

You can trust that we will consistently and responsibly perform all requested services and that we will be available when you need us.

We will:

  • Treat you with respect, honesty and dignity.
  • Act as your advisor, putting your interests first.
  • Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame.
  • Explain the implications of the strategies we propose.
  • Update you by email, mail and phone.
  • Meet with you regularly to review your financial plans.

Keys to a Successful Relationship: What I Can Expect

Effective communication and mutual respect are essential to a successful partnership, so we expect:

  • Trust
  • Respect
  • Honesty
  • Complete disclosure
  • Sincerity
  • Commitment

It’s important for you to understand that our recommendations are always based on your best interest. As our client, you need to know that all investment, tax, estate and insurance planning will be based on the information you provide to us. We’ll need you to actively and enthusiastically participate in the financial planning process.

Keys to a Successful Relationship: Mutual Responsibilities

Working together is essential to effective financial planning. To this end, we both need to make your financial strategies a priority. We will agree to keep each other informed of any new developments that might affect these strategies. And we will agree to take the time to regularly review your financial plans. We will both be honest and forthcoming about your financial situation. We will work to develop mutual trust, respect, and understanding.

Our Team

Brett Guiley

Brett D. Guiley, CFP®

CEO and Portfolio Manager

brett.guiley@orangehorizonwealth.com

Brett Guiley is managing partner and a portfolio manager with Vista Investment Partners II, LLC in Richmond, Indiana. Prior to Vista, Brett worked at Raymond James and Merrill Lynch and has been advising clients for more than 20 years...

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Dennis Mason

Dennis Mason

Chief Compliance Officer

dmason@kbc.team

Dennis joined the Vista Investment Partners team in September 2023 as the Chief Compliance Officer. Dennis has worked in the financial services industry for over 25 years. Dennis has served as CCO or compliance consultant for multiple...
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Giavonna Kaspar

Giavonna Kaspar

Wealth Management Assistant

815-970-9104

giavonna.kaspar@orangehorizonwealth.com

Giavonna Kaspar is a dedicated Wealth Management Assistant committed to providing exceptional client support and operational excellence within the financial advisory space. With a strong eye for detail and a genuine passion for helping...
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Jeff Aurand

Jeff Aurand

Senior Vice President Wealth Advisor

815-970-9104

jeff.aurand@orangehorizonwealth.com

Jeff Aurand is an accomplished financial advisor with over two decades of experience in the financial services industry, beginning his career in 2001. Based in Rockford, IL, Jeff serves clients as a wealth advisor with Orange Horizon...
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Jonathan Kamps

Jonathan Kamps, CPA

Tax Advisor and Operations Associate

jonathan.kamps@orangehorizonwealth.com

Kacey French

Kacey French

Client Experience & Operations Specialist

kacey.french@orangehorizonwealth.com

Matt Golliher

Matt Golliher

Financial Advisor | Partner

matt.golliher@orangehorizonwealth.com

Matt is a financial advisor focused on helping clients navigate a changing financial world. He joined the Richmond, IN office of Vista Investment Partners in March 2020.Matt’s approach combines traditional wealth management with...

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We Want to Hear From You

Reach out to us here with questions, comments, or feedback. A member of our team will be in touch within one business day.

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