Our Team

As Co-Founder and Managing Partner of Horizon Private Wealth, Aaron Berg helps successful business owners, professionals, and families navigate financial complexity with clarity and purpose. He works closely with clients to integrate business planning, tax strategies, and long-term wealth planning into coordinated strategies designed to protect and grow what they have built. A Certified Exit Planning Advisor (CEPA), Aaron works directly with business owners to help Protect, Grow, and Monetize the value of their businesses. He also serves as Lead Strategic Advisor for the firm’s high-income and high-net-worth families and Family Office clients, helping them protect their most valuable asset—time—while planning for a lasting legacy. With more than 20 years of experience in financial services, Aaron specializes in strategic planning, value acceleration and exit planning, tax strategies, cash flow optimization, retirement planning, estate planning, and portfolio analysis. His genuine, holistic, high-touch approach is focused on delivering meaningful value and long-term outcomes for the clients he serves. Outside of work, Aaron enjoys spending time with his wife, Ethel, and their three children—Sebastian, Spencer, and Emma. He leads an active lifestyle, enjoys traveling, and is a passionate Philadelphia Eagles fan. Aaron is also active in the community, having served as a Team Captain for the American Cancer Society, the Leukemia & Lymphoma Society, and the American Heart Association.

As Co-Founder and Managing Partner of Horizon Private Wealth, Webb works with families and business owners to help them build, preserve, and transfer wealth across generations. For nearly two decades, his approach has been centered on building long-term relationships grounded in trust, thoughtful advice, and disciplined investment management. Webb specializes in guiding individuals, families, and business owners through the complexities of wealth management and investment strategy. He works closely with clients to design customized portfolios aligned with income needs, growth objectives, tax considerations, and personalized risk management. From public equities and private real estate to alternative investments such as private equity and credit strategies, Webb helps develop tailored portfolios built to support long-term goals. In addition to investment strategy, Webb brings more than 17 years of experience in estate planning, tax strategy, and business succession planning. Whether working with multigenerational family enterprises or navigating ownership structures involving multiple partners, he takes a comprehensive and collaborative approach. Webb works closely with clients’ tax, legal, and banking professionals—and when appropriate, introduces experienced specialists—to help ensure each family has the right guidance and coordination at every stage. Webb lives in Oxford, Mississippi, with his wife, Mary Lacy, and their daughter, Libby Grace. He enjoys spending time with family at the lake during the summer and at the hunting cabin in the winter, and is actively involved in his church and local community.

As a Senior Business Consultant at Horizon Private Wealth, Russell Christopher plays a key role in developing strategic partnerships and supporting the firm’s retirement plan clients, including 401(k) and other qualified plans. He also helps introduce new clients to Horizon’s values-driven, client-focused process—guiding them with clarity and care from the very first interaction. With over 20 years of experience in financial services and corporate advisory roles, Russell brings seasoned insight to business owners, executives, and professionals to help navigate complex financial decisions. His career includes leadership roles at ADP, Ceridian, and ASE Private Wealth, with a focus on payroll solutions, business consulting, and investment advisory services. What sets Russell apart is not only his professional experience but his commitment to integrity, character, and service. He is passionate about building lasting relationships and helping clients make informed decisions aligned with their long-term goals. Russell is a proud graduate of the State University of New York. Outside the office, he enjoys time with his family, hunting and fishing, serving in his local church, and staying active in the community.

Jenn Davis owns the client experience at Horizon Private Wealth. She makes sure that every interaction a family has with the firm is seamless, thoughtful, and handled with care. Hers is the attention behind the countless details of a truly remarkable client experience. Jenn brings more than a decade of operations and program leadership. She built her craft in education, coordinating large-scale programs and events, from a 200-student honor choir spanning dozens of schools to multi-day community gatherings. That work demanded precision, communication, and the ability to keep many moving parts perfectly aligned. She built the systems and processes that allowed teams to perform at their best. Jenn lives in Greer with her husband and their four children. Outside of work, she volunteers with a regional folk-arts community, performs in the Greenville theatre scene and enjoys sewing her own clothing. She is energized most by being the person others can count on, and by the quiet satisfaction of a job done thoroughly and well

As a Wealth Advisor & Financial Planning Specialist at Horizon Private Wealth, where he works closely with the firm’s advisors and clients to develop and implement comprehensive financial strategies. Prior to joining Horizon, Brady built a strong foundation in financial planning and investment advisory services, developing detailed financial plans and advising on investment solutions. His experience includes estate planning, tax-aware portfolio construction, and alternative investment strategies, allowing him to contribute to more sophisticated planning and portfolio considerations for clients. Brady has passed CFA Level I and is actively pursuing the Chartered Financial Analyst® designation, reflecting his commitment to technical rigor and continued professional development. He brings an analytical and detail-oriented approach to financial planning and values Horizon’s collaborative, fiduciary-driven culture focused on long-term client outcomes. Outside of the office, Brady enjoys hiking, antiquing, and exploring independent coffee roasters.

Alexis Brunk makes sure Horizon clients are cared for. She handles requests, account service, and the follow-through that keeps everything moving, so clients always know where things stand without having to ask. Alexis built her foundation in banking, spending six years with PNC where she moved from teller to branch leadership. That work taught her how to earn trust through consistency and how to solve a problem before it reaches the client. She brought that same approach to wealth management operations, where she works with client data, account transfers, and the documented processes that keep service reliable. Alexis lives outside Peoria, Illinois with her husband and their three children. She coaches her son’s soccer team, volunteers at his school, and is active in her local PTO. She starts most mornings at a 5:45 Pilates class, usually followed by an iced coffee.