Ryan Mummert, CEPA®
Executive Director, Wealth Advisor, Family Wealth Director, Senior Investment Management Consultant
Phone:
(505) 889-2888(505) 889-2888
Horizon Wealth Management Group at Morgan Stanley
Ryan Mummert, CEPA®Thomas Parr, CPWA®, CIMA®, CRPS®Matthew Bunkowski, CEPA®Benjamin Alaimo-MonsonEvan Andrew Long, CRPS®Daniel Slager
Direct:
(505) 872-7308(505) 872-7308
Direct:
(505) 889-2888(505) 889-2888
Direct:
(505) 988-7707(505) 988-7707
Direct:
(312) 419-3395(312) 419-3395
Toll-Free:
(800) 776-5973(800) 776-5973
Industry Award WinnerOur 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.
Services Include
- Wealth ManagementFootnote1
- Business Succession PlanningFootnote2
- Alternative InvestmentsFootnote3
- Estate Planning StrategiesFootnote4
- Cash Management and Lending ProductsFootnote5
- Retirement PlanningFootnote6
- Corporate Retirement PlansFootnote7
- Asset Management
- Business PlanningFootnote8
- Executive Financial ServicesFootnote9
- Life InsuranceFootnote10
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.
Valuable 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.
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 ViewLocation
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
14850 N Scottsdale RD
Suite 600
Scottsdale, AZ 87501
US
Direct:
(505) 889-2888(505) 889-2888
150 Washington Avenue
Suite 301
Santa Fe, NM 87501
US
Direct:
(505) 988-7707(505) 988-7707
233 S. Wacker Drive
Suite 8600
Chicago, IL 60606
US
Direct:
(312) 419-3395(312) 419-3395
Meet Horizon Wealth Management Group
Thomas Parr, CPWA®, 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:
(312) 419-3395(312) 419-3395
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, Insurance Planning Director
Phone:
(505) 889-2861(505) 889-2861
Daniel Slager
Senior Vice President, Financial Advisor
Phone:
(480) 922-7900(480) 922-7900
Leah Haney
Vice President, Group Director
Phone:
(505) 889-2821(505) 889-2821
Aspen Ulibarri
Registered Client Service Associate, Alternative Investments Specialist
Phone:
(505) 889-2855(505) 889-2855
Mikaela Postlethwait
Client Service Associate
Phone:
(505) 889-2806(505) 889-2806
David Akaahar, CRPC®
Registered Client Service Assoicate
Phone:
(505) 889-2853(505) 889-2853
Rob Knowlton
Senior Client Service Associate
Phone:
(505) 988-7732(505) 988-7732
About Ryan Mummert
Ryan is a highly experienced financial professional at Morgan Stanley, experienced in creating and implementing financial plans and providing family office resources tailored to clients' complex needs. As a Morgan Stanley Family Wealth Director, he has access to advanced strategies for managing significant generational wealth. His skilled focus is further enhanced by his designation as a Certified Exit Planning Advisor and his membership in the Exit Planning Institute, equipping him to assist business owners in developing exit strategies aligned 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 their goals and dreams.
Ryan's career in the financial services industry began in 1996, and he joined Morgan Stanley in 2006 after working with several Wells Fargo Advisors predecessor firms. 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. He has spent the last two decades giving back to his alma mater through his service on boards, special projects, and search committees. He served 11 years on the board of trustees for the UNM foundation and is a past chair.
Beyond his professional achievements, Ryan is actively involved in his community and various charitable organizations. They are relishing life as empty nesters in Scottsdale, which gives them more time to travel and have new adventures. They especially like going home to the beaches of Orange County, California and spending time at their condo in Durango, Colorado. Ryan is a competitive IRONMANTM distance triathlete and has competed in several world championship races.
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
Ryan's career in the financial services industry began in 1996, and he joined Morgan Stanley in 2006 after working with several Wells Fargo Advisors predecessor firms. 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. He has spent the last two decades giving back to his alma mater through his service on boards, special projects, and search committees. He served 11 years on the board of trustees for the UNM foundation and is a past chair.
Beyond his professional achievements, Ryan is actively involved in his community and various charitable organizations. They are relishing life as empty nesters in Scottsdale, which gives them more time to travel and have new adventures. They especially like going home to the beaches of Orange County, California and spending time at their condo in Durango, Colorado. Ryan is a competitive IRONMANTM distance triathlete and has competed in several world championship races.
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
Securities Agent: CA, RI, WI, SC, NV, NC, IA, AZ, UT, NY, MI, LA, IN, OK, OH, MT, ME, MD, KS, WA, PA, NJ, CO, TN, MN, MA, GA, WY, VT, VA, NE, ID, FL, SD, OR, KY, TX, DC, CT, NM, MS, IL, DE, AL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279013
CA Insurance License #: 0D02621
NMLS#: 1279013
CA Insurance License #: 0D02621
About Thomas Parr
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 experiences, 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 Best-in-State ranking multiple years, 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.
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 experiences, 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 Best-in-State ranking multiple years, 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.
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: MA, RI, WI, VA, PA, NE, ID, CA, OH, IN, NV, NM, LA, KS, WY, OR, NY, DC, CT, AL, VT, NJ, NC, MS, MN, MI, DE, WA, ME, CO, TX, OK, IL, UT, SC, KY, IA, GA, FL, AZ, TN, SD, MT, MD; 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: WA, RI, TN, MS, MD, FL, AZ, TX, SD, PA, OH, NM, MT, WY, VA, NV, GA, UT, OR, NE, ME, MA, VT, OK, NC, MN, LA, IA, DC, ID, CT, CA, NY, MI, KY, KS, IN, IL, CO, WI, SC, NJ, DE, AL; 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 two daughters. 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 two daughters. 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: WI, MS, IA, GA, RI, VA, NY, CA, NJ, IN, ID, TN, OK, MA, VT, NV, NM, MD, IL, DC, AL, PA, MI, ME, CO, WY, UT, KY, CT, WA, SC, MN, LA, FL, OH, KS, AZ, TX, SD, OR, NE, NC, MT, DE; 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: CO, MI, MA, RI, VA, OH, NM, NJ, AZ, AL, TX, TN, OK, MT, NV, MS, KY, FL, DC, WY, SD, ME, KS, GA, MD, ID, WA, VT, SC, NE, NC, MN, LA, IN, IA, CT, IL, CA, WI, UT, PA, OR, NY, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1352365
CA Insurance License #: 0H09563
NMLS#: 1352365
CA Insurance License #: 0H09563
About Daniel Slager
With more than 15 years of experience in the wealth management industry, Daniel focuses on helping business owners and founders navigate the financial, personal, and emotional complexities that come with major business transitions. Whether it’s a strategic or private equity sale, an IPO, the establishment of an ESOP, or succession planning to the next generation, Daniel works closely with clients to design thoughtful, customized strategies that align with their goals and values.
As a member of the Horizon Wealth Management Group at Morgan Stanley, Daniel is part of a team dedicated to delivering white-glove service and sophisticated advice to successful entrepreneurs, families, and individuals. Together, we leverage the full capabilities of Morgan Stanley’s global platform to provide tailored solutions that address liquidity events, investment management, estate planning, and long-term wealth preservation.
Daniel’s practice is grounded in a simple philosophy: put clients first, act with integrity, and strive for excellence in every interaction. He takes pride in helping clients not only maximize the value of their life’s work but also create meaningful legacies that endure for generations.
Outside of the office, Daniel is the proud husband to his high school sweetheart and father of four exceptional kids—two boys and two girls—who keep him busy and laughing. Born in Chicago, he’s lived in Arizona for most of his life (though still roots for the Bears, Blackhawks, and White Sox!) and attended Arizona State University earning a B.A. in Business Communication.
As a member of the Horizon Wealth Management Group at Morgan Stanley, Daniel is part of a team dedicated to delivering white-glove service and sophisticated advice to successful entrepreneurs, families, and individuals. Together, we leverage the full capabilities of Morgan Stanley’s global platform to provide tailored solutions that address liquidity events, investment management, estate planning, and long-term wealth preservation.
Daniel’s practice is grounded in a simple philosophy: put clients first, act with integrity, and strive for excellence in every interaction. He takes pride in helping clients not only maximize the value of their life’s work but also create meaningful legacies that endure for generations.
Outside of the office, Daniel is the proud husband to his high school sweetheart and father of four exceptional kids—two boys and two girls—who keep him busy and laughing. Born in Chicago, he’s lived in Arizona for most of his life (though still roots for the Bears, Blackhawks, and White Sox!) and attended Arizona State University earning a B.A. in Business Communication.
Securities Agent: DC, MS, HI, UT, SC, NM, MT, ME, MA, IN, GA, AR, WV, WA, NJ, ND, NC, RI, MO, ID, AZ, AL, SD, MN, KS, IA, CT, WI, OR, LA, KY, AK, VA, NY, NH, WY, VT, VI, TX, PR, NE, MI, DE, CO, TN, NV, MD, CA, PA, OK, OH, IL, FL; General Securities Representative; Investment Advisor Representative
About Leah Haney
Leah oversees all aspects of the team’s operations to ensure that its processes run smoothly and efficiently. She manages the team’s support professionals and personally problem-solves complex service issues with a solution-oriented approach. In addition, Leah is responsible for onboarding new clients, which includes facilitating their transition to the team and implementing their investment strategies. She is instrumental in working with the team’s financial advisors daily to follow up on their client conversations, answer questions and confirm next steps, in addition to other investment-related tasks. In short, Leah jumps in wherever and however she is needed, taking ownership of the overall operations of the team.
Leah joined Morgan Stanley in 2007 as a Client Service Associate and has been with the Horizon Wealth Management Group since 2010. She originally joined the team in a service role and eventually became a Financial Advisor before taking on her current position. Her background gives her the broad scope of knowledge to effectively bridge the service and advisory sides of the practice. Leah has spent her entire career in the financial services industry, beginning as a part-time service associate at Smith Barney while completing her master’s degree. She graduated magna cum laude from the University of New Mexico with a B.A. in finance and accounting and earned her M.B.A. in general management from the R.O. Anderson School of Management at the University of New Mexico.
A New Mexico native, Leah enjoys hiking and camping with her husband and three children, as well as participating in her sons’ extracurricular activities.
Leah joined Morgan Stanley in 2007 as a Client Service Associate and has been with the Horizon Wealth Management Group since 2010. She originally joined the team in a service role and eventually became a Financial Advisor before taking on her current position. Her background gives her the broad scope of knowledge to effectively bridge the service and advisory sides of the practice. Leah has spent her entire career in the financial services industry, beginning as a part-time service associate at Smith Barney while completing her master’s degree. She graduated magna cum laude from the University of New Mexico with a B.A. in finance and accounting and earned her M.B.A. in general management from the R.O. Anderson School of Management at the University of New Mexico.
A New Mexico native, Leah enjoys hiking and camping with her husband and three children, as well as participating in her sons’ extracurricular activities.
About Aspen Ulibarri
Aspen supports clients with daily account needs and provides operational support to the team. Before joining Morgan Stanley, she interned for Sandia National Laboratories in its Mission Services division. Aspen graduated from the W.P. Carey School of Business at Arizona State University with a B.S. in business management and a minor in project management. She is an Albuquerque native and now makes her home in Scottsdale. In her free time, Aspen can be found hiking many of Arizona’s great trails and exploring new spots in Phoenix.
About Mikaela Postlethwait
Mikaela focuses on delivering a high level of client satisfaction as she handles day-to-day operational and administrative needs. She graduated from Temple University with a degree in tourism and hospitality management and subsequently spent several years working for a cruise line and in restaurant management. Mikaela joined J.P. Morgan in 2021 in a client service position before coming to the Horizon Wealth Management Group at Morgan Stanley. In her free time, she enjoys adventuring around town with her fiancé and three children and showing them where she grew up in Albuquerque.
About David Akaahar
As a Registered Client Service Associate, David supports clients in their day-to-day account needs and provides operational support to the team. David was born and raised in Benue state, Nigeria where he attended the Maritime Academy of Nigeria and obtained a diploma in Maritime Transport and Business Studies. He then relocated to India where he obtained a degree in Business Administration from Chandigarh University. As someone who values lifelong learning, he moved to the US to further his studies and graduated with a Master of Science in Finance from the University of Arizona. He joined Morgan Stanley in 2023.
David enjoys spending time with his wife, Tabitha, and their four-month-old baby, Adi. On the weekends, he can be found hiking, fishing, or exploring the different towns in Arizona with his wife.
David enjoys spending time with his wife, Tabitha, and their four-month-old baby, Adi. On the weekends, he can be found hiking, fishing, or exploring the different towns in Arizona with his wife.
About Rob Knowlton
Rob Knowlton is a Senior Client Service Associate with over 20 years of experience in the financial services industry. Rob plays an integral role in supporting our clients and advisors, bringing a deep understanding of account management, client service operations, and the importance of responsiveness and precision. His strong technical skills and efficiency, combined with his collaborative “can-do” approach, make him a valued and trusted member of the team.
Before joining Morgan Stanley, Rob worked with the Santa Fe Public Schools and coached varsity softball, varsity girls’ basketball, and junior varsity boys’ soccer at Munich International School in Germany. Originally from Minnesota, he earned his Associate of Applied Science degree in Law Enforcement.
Rob lives in Santa Fe with his wife, Lisa, and son, Bobby, while his daughter, Molly, is a student at New Mexico State University in Las Cruces. Outside of work, Rob enjoys painting, hiking, golf, traveling, and spending time with his family.
Before joining Morgan Stanley, Rob worked with the Santa Fe Public Schools and coached varsity softball, varsity girls’ basketball, and junior varsity boys’ soccer at Munich International School in Germany. Originally from Minnesota, he earned his Associate of Applied Science degree in Law Enforcement.
Rob lives in Santa Fe with his wife, Lisa, and son, Bobby, while his daughter, Molly, is a student at New Mexico State University in Las Cruces. Outside of work, Rob enjoys painting, hiking, golf, traveling, and spending time with his family.
Contact Ryan Mummert
Contact Thomas Parr
Contact Matthew Bunkowski
Contact Benjamin Alaimo-Monson
Contact Evan Andrew Long
Contact Daniel Slager
Awards and Recognition
Forbes Best-In-State Wealth Advisors
2018-2025 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2018-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes America's Top Wealth Management Teams
2023-2025 Forbes America's Top Wealth Management Teams Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year the award was issued.
2
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
Article Image
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
Article Image
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
529 Plans: A Powerful Tool to Save for Education
Article Image
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
Article Image
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
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
Small Business Retirement Plans
Article Image
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. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Alternative 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.
4Morgan 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.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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.
7When 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.
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.
9Morgan 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.
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Alternative 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.
4Morgan 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.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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.
7When 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.
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.
9Morgan 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.
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
