Horizon Wealth Management Group at Morgan Stanley

Ryan leads the team in creating and implementing financial plans and providing family office resources that address clients’ complex needs. He is a Morgan Stanley Family Wealth Director, which gives him access to the firm’s advanced strategies for managing significant generational wealth. In addition, Ryan has earned the Certified Exit Planning Advisor designation and serves as a member of the Exit Planning Institute, so he understands the unique challenges of business owners and can help them create an exit strategy that aligns with their objectives. Ryan appreciates the opportunity to develop close relationships with clients and help them live their best lives—he believes that when planning is done properly, clients’ investments can empower them to attain their goals and dreams.

After beginning his career in the financial services industry in 1996, Ryan worked as a financial advisor at several Wells Fargo Advisors predecessor firms before joining Morgan Stanley in 2006. He is proud to have been named to the Forbes Best-in-State ranking multiple times over the years, which recognizes his work as a financial advisor. Ryan graduated cum laude with a degree in economics from the University of New Mexico, where he played football and was an All-Conference athlete, and he is currently a board member and immediate past chair of the UNM Foundation.

Ryan and his wife Brandi are involved in the community through their work with the Full Plate Society at the Roadrunner Food Bank and the Alexis de Tocqueville Society of United Way. They enjoy attending and hosting events that support the needs of the local area. Natives of Orange County, California they are relishing life as empty nesters, which gives them more time to travel and have new adventures. They especially like going home to the beach and visiting their condo in Durango, Colorado. Ryan also enjoys skiing and competing in IRONMANTM distance triathlons.

Tom focuses on advising business owners and their families regarding the intersection of their personal and professional wealth, including the transfer of ownership to the next generation and the pre-, during and post-sale stages of an exit. He understands clients’ emotional connection to their enterprise and the resulting difficulties of making objective decisions, so he can provide an outside perspective while offering empathy and applying his knowledge of their goals. Tom appreciates the opportunity to be of service to clients and help them resolve the complexities of their lives—he wants them to feel that no issue is too complicated or overwhelming when they face it together.

Prior to joining Morgan Stanley in 2006, Tom and his family founded and ran the Pudge Bros. Pizza franchise and worked with Ben & Jerry’s franchising. Through these experience, he gained first-hand knowledge of the complicated dynamics, challenges and rewards of running a business, and he is dedicated to serving and supporting clients’ aspirations for their own family business. He is proud to have been named to the Forbes 2023 Best-in-State ranking, which recognizes his work as a financial advisor. Tom earned a B.S. in economics from the Wharton School at the University of Pennsylvania, where he rowed for the crew team as a student athlete.

Originally from Santa Barbara, California, Tom has spent most of his life in New Mexico. In his free time, he enjoys wildlife and bird photography, international travel, and horse associations and events—his wife, Krista, competes professionally in dressage. He is involved in his community through the Parker Center for Family Business, working directly with family businesses in New Mexico to provide a network of resources that they need to grow. He has also helped establish or served on the boards of several nonprofits.

Disclosure:
​Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.

For more than 20 years, Matt has served the specialized financial and investment needs of institutional and family clients by providing highly customized advice and service through a disciplined wealth management process. As a former entrepreneur, Matt has a passion for working with business owners across each stage of their enterprise—pre-, during and post-sale—and he holds the Certified Exit Planning Advisor designation to enhance his advice. He also offers guidance for retirement planning from both a financial and lifestyle perspective, encouraging clients to consider what they will be retiring to after leaving their primary career. Above all, Matt sees himself as a problem-solver on behalf of his clients and believes he can add significant value to their lives in this capacity.

Matt offers a unique blend of institutional investing knowledge with entrepreneurial experience. Prior to joining Morgan Stanley in 2012, he worked in the venture capital industry and later in a sales and trading role on a convertible securities desk, followed by a high-yield and distressed-debt desk for a global investment bank. Matt then held a sole trader position at a multi-billion-dollar hedge fund in London. In 2008, he co-founded a software systems business and, after exiting this business, he brought his diverse knowledge and experience to Morgan Stanley. Matt earned a B.A. in business and economics from Kalamazoo College.

Matt is a passionate philanthropist. Past volunteer positions have included chairman of the board for Cooking with Kids and president of the Santa Fe Estate Planning Council. He sits on the regional board of the Chaine des Rotisseurs (the world’s oldest food and wine society) and is the current president of its Santa Fe chapter. Additionally, he is chairman of the board for Thubten Norbu Ling, a Tibetan Buddhist center in Santa Fe.

Ben focuses on working with individuals and families to serve their wealth management needs, including customized financial planning and investment implementation. He is recognized by the team for being particularly adept at analyzing alternative investments and understanding when they might be suitable for a client’s portfolio. In addition, Ben enjoys absorbing large volumes of economic data and market analysis, and the team relies on Ben’s detailed knowledge as they customize their portfolio models. He always welcomes the opportunity to have in-depth conversations about these topics with clients who are interested in getting “in the weeds.”

Ben joined Morgan Stanley in 2008 as an advisor and came to the Horizon Wealth Management Group in 2020. He was drawn to work with Ryan Mummert and Thomas Parr due to their philosophical alignment around a client-focused approach and their use of alternative investments to apply modern strategies to client portfolios. Ben earned a B.A. in financial management from the Anderson School of Management at the University of New Mexico, where he was a Presidential Scholar. He furthered his finance studies abroad at Hong Kong Polytechnic University.

Ben and his wife are the proud parents of a son and have a new baby on the way. Outside the office, Ben is active in supporting his community. He served for two terms as a board member for Kitchen Angels, which provides meals to homebound individuals, and he is currently a board member of the Performance Santa Fe Foundation. As the son of a contractor, Ben grew up on job sites, and today he enjoys home remodeling and other house-related projects.

Evan works with successful individuals and families to develop strategies for financial planning, wealth management and insurance that are designed to align with their goals. In addition, he oversees the team’s corporate retirement plan clients, and he holds the Chartered Retirement Plans Specialist designation that signifies his knowledge in administering these plans for businesses and their employees. For every client, Evan focuses on building strong relationships and making informed recommendations tailored to each client’s needs and objectives.

Evan has spent his entire career working in the financial industry. He started at AXA Advisors in 2013 providing retirement income and distribution strategies and later became a senior financial sales advisor at BBVA Compass. He joined the Horizon Wealth Management Group in 2016 and moved into his current role as a Financial Advisor shortly thereafter. Evan graduated from the University of New Mexico’s R.O. Anderson School of Management with a B.B.A. in marketing.

Born and raised in Santa Fe, Evan relocated to Albuquerque to attend college. Outside the office, he enjoys spending time with his wife, Monica, and son, Oliver, as well as snowmobiling, traveling and outdoor activities.

Leah Haney, Portfolio Management Associate, is the teams operations manager, and is responsible for helping to ensure that our client experience is among the best in New Mexico. She joined Morgan Stanley in 2007, and has been with the Horizon Group since 2010.

A New Mexico native, Leah graduated magna cum laude from the University of New Mexico with a BA in Finance and Accounting. She then went on to earn her MBA in General Management from the R.O. Anderson School of Management at the University of New Mexico.

Leah enjoys hiking and camping with her husband as well as participating in her two sons’ extracurricular activities.

Aspen Ulibarri, Client Service Associate, joined the Horizon Wealth Management Group at Morgan Stanley in June 2022. Aspen supports clients in their day-to-day account needs and provides operational support to the team.

Aspen is an Albuquerque native, though she now calls Scottsdale, Arizona home. She recently graduated from the W.P. Carey School of Business at Arizona State University with a BS in Business Management and a minor in Project Management. In her time as an ASU student, Aspen was an active member of her sorority, Alpha Chi Omega, and served as the Vice President of Finance and the Vice President of Chapter Relations and Standards. Before joining Morgan Stanley, Aspen worked for Sandia National Laboratories in their Mission Services division as a Business Undergraduate Intern.

On the weekends, Aspen can be found hiking many of Arizona’s great trails or exploring new spots in Phoenix. She frequently travels back to New Mexico to visit family and the rest of the Horizon Wealth Management team.

Nick Deprest, Client Service Associate, joined the Horizon Wealth Management Group at Morgan Stanley in November of 2022 part time as an intern. In July of 2023, he moved to a full-time position as a Client Service Associate. Nick supports clients in their day-to-day account needs and provides operational support to the team.

Nick is a native New Mexican, born and raised in Albuquerque. He recently graduated from the University of New Mexico with a BS in Economics and a BS in Psychology. During his time at UNM, Nick was also an active member of the Kappa sigma Fraternity.

Nick enjoys being outdoors, fishing, swimming, and traveling to new places. He also enjoys spending time with his family and pets.

Mikaela Postlethwait is a Client Service Associate with the Horizon Wealth Management Group, having joined the team in October 2023. Leveraging her background in hospitality, Mikaela focuses on delivering a high level of client satisfaction being of service to the team while handling day-to-day operational and administrative needs of clients.

Although Mikaela was not born in New Mexico, her family moved to Albuquerque during her middle school years and calls it home. She went away for college, attending Temple University in Philadelphia, and graduated with a degree in Tourism and Hospitality Management.

After graduating, she stayed in the Philadelphia area for several years working in the hospitality field for a cruise line and in restaurant management. Looking to do something different, Mikaela joined J.P. Morgan in 2021 in a client service role in Philly.

Having recently returned “home” to Albuquerque earlier this year, she enjoys adventuring around town with her fiancé in search of the best cup of coffee and showing her two children where she grew up.