This week Charlie talks with Johann Klaassen, the CIO at Horizons SFS.
Johann has had a unique journey to the role of RIA. He was originally in higher education at Washington University in St. Louis where he earned his Phd. in 1998. From there he entered the financial industry as an advisor and worked for nearly a decade in various captive advisor environments. However, Johann found that many of the investments pushed by the firms ran counter to his strong ethical and moral code. That realization spurred his move to independence in 2013. Johann has since built Horizons SFS, an RIA that prioritizes the moral and ethical values of its clients in every investment decision they advise.
Johann Klaassen
LinkedIn: https://www.linkedin.com/in/johannklaassen/
Website: https://horizonssfs.com/