Ryan W Mummert, CEPA®
Executive Director, Wealth Advisor, Family Wealth Director, Alternative Investments Director
Phone:
(505) 889-2888(505) 889-2888
Horizon Wealth Management Group at Morgan Stanley
Ryan W Mummert, CEPA®Thomas Parr CIMA® CRPS®Matthew Bunkowski, CEPA®Benjamin Alaimo-MonsonEvan Andrew Long, CRPS®
Direct:
(505) 872-7308(505) 872-7308
Direct:
(505) 988-7707(505) 988-7707
Direct:
(805) 494-0207(805) 494-0207
Toll-Free:
(800) 776-5973(800) 776-5973
Our Mission Statement
By focusing on happiness, we bring perspective and focus to your financial planning. We then provide results-oriented investment planning and holistic wealth management in service of your goals.
What Makes You Happy?
Perhaps that seems like a surprising question from a wealth management firm. However, at the Horizon Wealth Management Group at Morgan Stanley, we have a different approach to helping you succeed.
By focusing on happiness, we bring perspective and focus to your financial planning. We then provide results-oriented investment planning and holistic wealth management in service of your goals.
We are a Family Wealth Management team, with a Family Wealth Director, a distinction earned by less than 4% of all Morgan Stanley advisors. This distinction is a reflection of the skills and professionalism of Horizon Wealth Management, and insures access to the services and experience necessary to help our clients with all personal, family and intergenerational aspects of their financial lives.
Many of our clients are approaching or have already entered retirement; others are selling a business or dealing with a life-changing transition. These are just some of the times when the skills, experience, and concierge-level service of Horizon Wealth Management make a meaningful difference.
By focusing on happiness, we bring perspective and focus to your financial planning. We then provide results-oriented investment planning and holistic wealth management in service of your goals.
We are a Family Wealth Management team, with a Family Wealth Director, a distinction earned by less than 4% of all Morgan Stanley advisors. This distinction is a reflection of the skills and professionalism of Horizon Wealth Management, and insures access to the services and experience necessary to help our clients with all personal, family and intergenerational aspects of their financial lives.
Many of our clients are approaching or have already entered retirement; others are selling a business or dealing with a life-changing transition. These are just some of the times when the skills, experience, and concierge-level service of Horizon Wealth Management make a meaningful difference.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Why Clients Choose Horizon Wealth Management Group
Just as no two clients are alike, different advisors bring different experiences, styles and methods to their practices. At the Horizon Wealth Management Group, our clients appreciate our approach for reasons like these:
A FOCUS ON TRANSITIONS
Many of our clients are facing life events that indicate a change in their financial picture; by helping evaluate how transitions may impact their financial plans, we can help them stay on track toward their goals.
A CASH FLOW BIAS IN INVESTMENTS
With a number of clients either in or near retirement, cash flow becomes an important consideration in investment strategy. We carefully evaluate every recommendation with an eye toward cash flow.
BEHAVIORAL FINANCE STRATEGY
As previously indicated, we view investments as a means to an end, not as a goal in and of themselves. We help you identify, articulate and quantify your goals in terms of happiness, which drives our recommendations and strategies.
A BELIEF IN COLLABORATION
All of our clients are successful people, generally looking to translate a 30 year career into a lifetime of income. Many of them have other advisors they work with; we routinely collaborate with our clients’ lawyers, accountants, tax specialists and other trusted advisors.
CONCIERGE SERVICE
Every financial decision affects every other one; whether you make a major purchase or choose long-term care insurance or want information about selling a business, we want to be the first call you make when confronting a financial decision. We also provide the highest level of service we can for every client.
AWARD-WINNING SERVICE
The Horizon Wealth Management Group is proud to have been named one of Forbes Best-In-State Wealth Management Teams for 2023,2024 and 2025. It’s an honor to be recognized among this group of outstanding professionals who consistently work to raise the standards in our industry.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/23-3/31/24.
Each year, Forbes Magazine releases a list of hand-selected and ranked advisors. In order to make this list, advisors must be nominated by their firm, researched, interviewed, and assigned a rank by SHOOK Research.
Our partners, Ryan Mummert and Thomas Parr, has been named to the Forbes 2023 Best-In-State ranking. A special thank you to our clients who helped make this possible!
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.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/23-3/31/24.
Each year, Forbes Magazine releases a list of hand-selected and ranked advisors. In order to make this list, advisors must be nominated by their firm, researched, interviewed, and assigned a rank by SHOOK Research.
Our partners, Ryan Mummert and Thomas Parr, has been named to the Forbes 2023 Best-In-State ranking. A special thank you to our clients who helped make this possible!
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.
RETIRE WITH CONFIDENCE
We can help you map a comprehensive retirement plan that dynamically adjusts investing strategies based on the different stages of your life and accounts for your investing preferences, legacy goals and important life events. Feel free to schedule an appointment if you would like to learn more about how our team can help you retire with confidence:
You’re Ready for Retirement. Is Your Portfolio?
What can you do to avoid running out of money in retirement? Fortunately, there are ways to help you prepare for the market's unknowns as you advance toward retirement.
Learn More
5 Mistakes to Avoid in Retirement
To keep your life and retirement goals on track, here are several pitfalls to avoid, as you embark on this new, exciting chapter in your life.
Learn More
You Work Hard, Make Your 401(k) Plan Work Harder
Retire the notion that it is still too early to save, and start saving early so you will have the freedom to enjoy your future in style.
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A Simple Six-Step Retirement Checkup
How much money is enough for a comfortable retirement? Here are three strategies that may help you optimize your plan in the year ahead.
Learn More
Tax-Smart Strategies for Your Retirement
Figuring out ways to minimize how much the IRS takes from your retirement money should be a central part of retirement planning. Consider these strategies to help you reduce your taxable income, generate tax-advantaged growth potential in your accounts and keep more of what you’ve worked so hard to save.
Learn MoreValuable Tools and Resources
We believe financial education helps our clients better understand our investment strategy and discipline, and in turn, result in superior long-term decisions. Therefore, we are committed to providing important information about managing your wealth more effectively in today’s global markets. We've assembled the following resources in order to supply information we feel fit for our clients and current world events.
We've provided links to these materials, where available, and hope you'll return often to learn more and stay up-to-date on relevant financial topics.
We've provided links to these materials, where available, and hope you'll return often to learn more and stay up-to-date on relevant financial topics.
Business Financing & Planning
You have meaningful goals. Our Team can help you reach them. For over 85 years Morgan Stanley has worked with individuals, families, businesses and institutions—to deliver services and solutions that help build, preserve and manage wealth.
Business Financing & Planning
Morgan Stanley at Work
Workplace financial solutions that help employees achieve their life goals. Our comprehensive offering spans Equity, Financial Wellness and Retirement solutions, plus Financial Empowerment, so your workforce can realize the full potential of their benefits.
Morgan Stanley at Work
Equity Compensation 101
When you own company equity, you become a shareholder in your company. Equity programs vary widely, so it's important to understand the details and how it fits into your financial plan.
Demystifying Equity Compensation
Your Life, Your Wealth: Planning for Your Financial Future
These ideas can help you organize your financial life, prepare for the unexpected and stay focused on what truly matters to you and your family long term.
Review Your Plan
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online Today
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Learn more about Total Wealth View
The Importance of Financial Planning When Selling Your Business
Selling a business can be a complex process that requires careful planning to ensure a successful outcome.
Financial planning plays a critical role in this process and can help you achieve your financial goals while
minimizing taxes and maximizing profits. Read this article, written by our partner, Ryan Mummert.
Read MoreFinancial planning plays a critical role in this process and can help you achieve your financial goals while
minimizing taxes and maximizing profits. Read this article, written by our partner, Ryan Mummert.
Location
6565 Americas Pkwy NE
Ste 400
Albuquerque, NM 87110
US
Direct:
(505) 872-7308(505) 872-7308
Toll-Free:
(800) 776-5973(800) 776-5973
150 Washington Avenue
Suite 301
Santa Fe, NM 87501
US
Direct:
(505) 988-7707(505) 988-7707
100 North Westlake Blvd.
Suite 200
Westlake Village, CA 91362
US
Direct:
(805) 494-0207(805) 494-0207
Meet Horizon Wealth Management Group
Thomas Parr CIMA® CRPS®
Executive Director, Financial Advisor, Portfolio Management Director, Corporate Retirement Director
Phone:
(505) 872-7308(505) 872-7308
Senior Vice President, Wealth Management, Financial Advisor, Alternative Investments Director, Family Wealth Advisor, Lending Specialist, Financial Planning Specialist, Workplace Advisor - Equity Compensation
Phone:
(805) 494-0207(805) 494-0207
Benjamin Alaimo-Monson
Senior Vice President, Wealth Management, Financial Advisor, Alternative Investments Director, Family Wealth Advisor, Workplace Advisor - Equity Compensation
Phone:
(505) 988-7702(505) 988-7702
Evan Andrew Long, CRPS®
Vice President, Financial Advisor, Corporate Retirement Director, Financial Planning Specialist
Phone:
(505) 889-2861(505) 889-2861
Leah Haney
Vice President, Group Director
Phone:
(505) 889-2821(505) 889-2821
Aspen Ulibarri
Client Service Associate
Phone:
(505) 889-2855(505) 889-2855
Nick Deprest
Client Service Associate
Phone:
(505) 889-2808(505) 889-2808
Mikaela Postlethwait
Client Service Associate
Phone:
(505) 889-2806(505) 889-2806
About Ryan W Mummert
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.
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.
Securities Agent: VT, MT, MI, IL, CO, SD, OH, MN, NV, NM, MS, LA, IA, GA, DE, SC, ME, KS, WY, PA, OR, MA, IN, ID, FL, AL, NE, UT, NY, MD, DC, WI, NJ, CA, AZ, KY, VA, TX, TN, OK, NC, CT, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279013
CA Insurance License #: 0D02621
NMLS#: 1279013
CA Insurance License #: 0D02621
About Thomas Parr CIMA® CRPS®
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.
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.
Securities Agent: SC, AL, NE, MA, ID, CA, OH, IN, VT, NJ, NC, MS, MN, MI, DE, WA, ME, CO, TX, OK, IL, UT, IA, GA, FL, AZ, TN, SD, MT, MD, WI, VA, PA, KY, NV, NM, LA, KS, WY, OR, NY, DC, CT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1278945
CA Insurance License #: 0H09563
NMLS#: 1278945
CA Insurance License #: 0H09563
About Matthew Bunkowski
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.
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.
Securities Agent: CO, WY, TX, NC, ME, MA, IL, MI, KS, VT, SC, OH, AZ, PA, MT, TN, SD, OR, NY, GA, FL, CA, WI, OK, NE, MS, IA, AL, WA, VA, UT, LA, IN, ID, DE, NV, NM, NJ, MN, DC, KY, MD, CT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1253081
CA Insurance License #: #0K49860
NMLS#: 1253081
CA Insurance License #: #0K49860
About Benjamin Alaimo-Monson
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.
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.
Securities Agent: TX, CO, NJ, IN, ID, TN, OK, MA, WY, UT, CT, WA, SC, MN, LA, FL, OH, KS, AZ, SD, OR, NE, NC, MT, DE, WI, MS, IA, GA, VA, NY, CA, KY, VT, NV, NM, MD, IL, DC, AL, PA, MI, ME; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1278906
CA Insurance License #: 0K48992
NMLS#: 1278906
CA Insurance License #: 0K48992
About Evan Andrew Long
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.
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.
Securities Agent: GA, MD, TX, TN, OK, MT, NV, MS, FL, DC, ID, WA, VT, SC, NE, NC, MN, LA, IN, IA, CT, IL, CA, WI, UT, PA, OR, NY, DE, CO, MI, MA, VA, OH, NM, NJ, AZ, AL, KY, WY, SD, ME, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 1352365
CA Insurance License #: 0H09563
NMLS#: 1352365
CA Insurance License #: 0H09563
About Leah Haney
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.
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.
About Aspen Ulibarri
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.
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.
About Nick Deprest
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.
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.
About Mikaela Postlethwait
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.
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.
Contact Ryan W Mummert
Contact Thomas Parr CIMA® CRPS®
Contact Matthew Bunkowski
Contact Benjamin Alaimo-Monson
Contact Evan Andrew Long
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
State of the Workplace Study 2023
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Horizon Wealth Management Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
