MEET THE TEAM
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Phillip Hansen, CFP®
Senior Wealth Advisor
I’ve been happily married for 20 years to my wonderful wife, Michelle. We have five amazing children: Lucy, Emilia, Stella, Grant and Hope. I love helping members pursue their financial dreams in a way that’s consistent with their comfort level, timeline, risk tolerance and goals. I’ve been with Horizon Retirement & Investments for over 16 years! When I’m not spending time with family or helping members create personalized plans, I enjoy golfing, snowboarding, traveling, riding motorcycles and serving in my church.
Education
- Master of Business Administration (MBA), Eastern Washington University
- Bachelor of Science in Business Emphasis Finance, Utah State University
- Certified Financial Planner™ (CFP®) Professional
Max Makhnyk, CFP®
Financial Advisor
Before becoming a financial advisor I was an electrical engineer. After seeing one too many colleagues make damaging financial decisions, I knew I had to help. Drawing on the attention to detail and problem-solving skills I developed as an engineer, I pivoted and became a financial advisor. It was a great decision – helping people pursue their financial dreams has been incredibly rewarding.
When I’m not working I enjoy spending time with my beautiful wife, Sarah, and our daughter, Stella. We love hiking, camping, trying new restaurants and hosting gatherings. When I have time to myself, I enjoy woodworking in my shop and landscaping to ensure my lawn is the greenest in the neighborhood.
Education
- Bachelor of Science in Electrical Engineering, Eastern Washington University
- Certified Financial Planner™ (CFP®) Professional
Ashley Parks
Financial Advisor
As a Financial Advisor, I assist clients in meeting their financial goals. My focus is on retirement planning, portfolio management, and preparing for the expenses of college. I began my career in the financial services industry in 2019 following a 20-year career in education. I have the spirit of an educator and always take the time to make sure my clients understand how their money works for them.
My husband and I have two daughters who attend middle and high school in Missoula. We can often be found at events in downtown Missoula, skiing, spending time in the outdoors, traveling, and cooking. We also play ice hockey and love to read. Our household includes three cats, seven chickens, and a pair of goldfish.
Education
- Master of Education in Educational Leadership, University of Montana
- Master of Arts in Education, Stanford University
- Bachelor of Arts in French and Anthropology, Skidmore College
Christine Brouillette
LPL Registered Sales Assistant
I’m an avid traveler and grandmother, and I love having the time to visit other countries and experience diverse cultures with my sons and grandchildren. When not traveling the world, you’ll find me cruising Lake Coeur d’Alene or taking the ‘60 Corvette out for a Sunday ride.
With over 16 years of financial industry experience, I know the importance of operating with efficiency and teamwork. At Horizon Retirement & Investments I act as a key liaison between financial advisors, operation partners and credit union members, working to make each individual’s experience smooth and easy.
Kristina Hanks
Client Services Coordinator
As a native Spokanite, I have deep roots in the Inland Northwest. I love spending time at my cabin in the Bitterroot Mountain range near Haugan, Montana and going on adventures with my four-legged friend, Buster. He’s a little man with a huge ego! If I’m not with Buster, you’ll find me on the river or at the golf course.
In the office, I’m often the first person you’ll speak to when you call. I coordinate the advisors’ calendars and will match you up with the professional that’s right for you. In fact, that’s my favorite part of the job – working closely with members and helping you connect with an advisor suited for your needs and wants.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Horizon Credit Union and Horizon Retirement & Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Horizon Retirement & Investments and may also be employees of Horizon Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Horizon Credit Union and Horizon Retirement & Investments. Securities and insurance offered through LPL or its affiliates are:
Horizon Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Horizon Credit Union for these referrals. This creates an incentive for Horizon Credit Union to make these referrals, resulting in a conflict of interest. Horizon Credit Union is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
LPL Financial Form CRS
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Horizon Credit Union and Horizon Retirement & Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Horizon Retirement & Investments and may also be employees of Horizon Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Horizon Credit Union and Horizon Retirement & Investments. Securities and insurance offered through LPL or its affiliates are:
Horizon Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Horizon Credit Union for these referrals. This creates an incentive for Horizon Credit Union to make these referrals, resulting in a conflict of interest. Horizon Credit Union is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
LPL Financial Form CRS
