Broker Check

Who We Are

With decades of experience, our team is a seasoned mix of industry professionals, equipped to provide superior service in the key areas of your financial life. Coming from diverse backgrounds of business coaching, estate planning, risk management, investment forecasting, tax planning, and more, we’re assembled to be your one-stop-shop for all things finance.   

We’re different than your average financial services firm in a few ways that can prove to be life-changing for you and your family’s future:

Proactive Vision

Our years of experience have led us to something much more valuable than mere service offerings. That something is proactive vision -  the ability to identify potential costly roadblocks before they arise, and navigate around them. We go far beyond the surface of financial advice, asking the right questions in advance, to help you to be resilient and opportunistic during economic setbacks.

Life First, Money Second

While we recognize the importance of growing your financial wealth, what truly matters is what you do with your money that brings you meaning and fulfillment to your life. It's about using all of your resources so that they support your true purpose.  That’s why we begin by clarifying your values and then we formulate your goals in service of those values. With that, we then have a basis for wealth accumulation and preservation strategies that directly impact your goals. 

A Different Approach

We care about our clients on a personal level. We want to get to know the real you, and communicate as clearly and effectively as possible. You’ll find from our first conversation that our work together is about financial management - and more. It's about living the life you want, beginning right now. Learn more about our unique approach here

Don R. Martin, CFP® 

Family Officer

With 28 years of experience in the financial services industry, Don Martin is founder and President of Horizon Advisors, a multi-family office established in 2011.  Using his deep industry knowledge and personal values-based approach, Don leads his client families along the path toward a secure and harmonious financial future. With a CERTIFIED FINANCIAL PLANNER™ designation, Don holds himself accountable to a heightened fiduciary standard and to his commitment to coordinate and synchronize all the key disciplines that help solidify a successful financial life for his families.

Serving as Family Officer, Don orchestrates a team of professional advisors that apply innovative financial practices and personal leadership design principles as he guides his families to live lives that have meaning and fulfillment. He implements and coordinates the Family Office structure that provides his families cohesive advice and execution in each key financial discipline.

Having worked in the past for big-name banks such as Wells Fargo, Bank of America and Merrill Lynch, Don has assisted clients in a variety of areas of finance. Once Don observed how families were being underserved by the big Wall St. corporations, there was no turning back on his calling to help people who, despite their hard work, were not getting the fulfillment and satisfaction they wanted. What truly inspired Don was the desire to help people to see what was really possible with their resources and to pursue their purpose.

Don resides today in Westlake Village with his wife of 26 years, Susan, a Human Resources administrator and a black belt in Tae Kwon Do. Their son, Kyle, is a folksinger and songwriter with an increasing interest in the restaurant industry.

In Don’s free time, he enjoys reading, running and volunteering in the community. He is a member of CalCPA, and has served as President for both Rotary Club of Westlake Village Sunrise and Calabasas Toastmasters. He currently serves on the Board of Directors of the Yarrow Family YMCA in Westlake Village.

Ron Yamashiro, CPA

Tax Planning

As an accomplished Certified Public Accountant with over 30 years of experience, Ron Yamashiro is focused on helping his clients stay financially healthy and prosperous. His clients benefit from his strong analytical skills, tax experience, and his personal, ongoing commitment to their financial success.

Mr. Yamashiro began his accounting career as a financial analyst, spending five years in the oil industry. In 1988, he joined Brewer & Tominaga and became a partner in the firm in 2001.

Today, he offers a wide range of services that include tax planning for individuals and closely-held businesses, income tax preparation, handling of mergers and acquisitions, supporting tax-related litigations, and managing corporate liquidations.

His background encompasses extensive work in a variety of industries, including estates and trusts, hospitality, real estate, entertainment, manufacturing, retail and legal and medical professional services.

Mr. Yamashiro has continued his education in his specialty fields to ensure his clients have the most current information upon which to make sound financial decisions, allowing them to grow and prosper.

He is an active participant in the Greater Conejo Valley Chamber of Commerce, the Rotary Club of Westlake Village Sunrise and Malibu United Methodist Church.

James Stephens

Estate Planning

Attorney at Law James D. Stephens is designated by the California State Bar Board of Legal Specialization as a Certified Specialist in Estate Planning, Probate and Trust Law. He is a member of the Trusts & Estates section of the California State Bar (1998-2018), a founding member and past President of the Conejo Valley Estate Planning Council, and a founding member of the Pepperdine Network of Estate Planning Professionals. He received a B.A. in History from Pepperdine University in 1994, and his Juris Doctorate from Pepperdine School of Law in 1997.

Mr. Stephens began his estate planning career in law school, where he worked as a Law Clerk for the Vice Chancellor in charge of all planned giving for the University’s donors. A veteran of one of Southern California’s most prestigious celebrity estate planning law firms, Mr. Stephens launched his own practice in Westlake Village in 2002.

His law practice focuses on estate planning (Will and Trust drafting), probate and trust administration (including court appearances and tax compliance), and contested estate matters (litigation). He offers estate planning and wealth transfer strategies (e.g., ILITs, Grantor Retained Trusts, Charitable Trusts, to name a few) to high net worth individuals, families, and business owners, with a special emphasis in estate planning for retirement benefits, life insurance, vacation homes, employee benefits, privately owned companies, and family foundations.

As a father of four, he has a special interest in helping parents make the best choices for their children, including guardianship, spendthrift Trusts, and planning for the Special Needs child. Mostly, he enjoys taking really complex legal terms, and discussing them in plain English with clients.

Mr. Stephens spends most of his free time coaching youth sports, or training for the next marathon or triathlon.

Jim Tassoni

Investment Management

As the founder and Chief Investment Officer of Durand Capital Partners, Jim’s primary responsibilities are portfolio management and equity research for the Durand Capital Partners All-Cap Equity Strategy. Prior to founding Durand Capital Partners in 2012, his nearly fifteen years of investment experience included positions as an analyst, consultant, and portfolio manager with WCM Investment Management, Morgan Stanley and UBS Financial Services, Inc. Jim earned his B.S. from Michigan State University and is currently a candidate for the Chartered Financial Analyst (CFA) designation.  His All-Cap Strategy has been recognized in numerous publications including Pensions and Investments Magazine as a top performer in the U.S. Equity space. 

Jim Tassoni is not affiliated with or employed by Horizon Advisors.

Lindsay Leimbach

Personal Leadership Coaching

Lindsay Leimbach has more than 27 years of teaching and speaking experience.  Formerly, Lindsay was the Head Director of a special education school working with severely emotionally challenged individuals and their families. She has taught classes and seminars for schools, groups, businesses, and parents on mindful living, mindful parenting, active awareness, and becoming your personal best.  She is a Mindful Living Coach working with adults, teens, and children, as well. Lindsay is currently on the Executive Board for the Southeast Ventura County YMCA.

Dustin Maxwell

Execution & Completion

Dustin Maxwell has over 10 years in the financial services industry, serving in many roles including compliance, licensing, and back office administration. While working as a mortgage banker for Washington Mutual during the 2007 mortgage crisis and interacting with people who were affected by it, Dustin acted upon his desire to help families in a more meaningful way. Deepening his knowledge while working with the platforms of brokerage firms such as Charles Schwab, TD Ameritrade, and Fidelity, he is equipped to help Don in numerous ways over and above administrative tasks. His understanding of the many systems involved is the perfect complement to his commitment to getting the details right. He finds true satisfaction in knowing that he's directly impacting families toward achieving their goals and living the life they desire.

In his free time, Dustin enjoys reading, bowling, is an avid sports fan, discovering new music and going to concerts.

John Kelly

Risk Management & Insurance Solutions

John has more than 30 years of industry experience and earned the Chartered Financial Consultant designation specializing in insurance and risk management.  He identifies key areas of risk that could disrupt a family’s financial life and put them at risk.

Financial risk from the premature death of a primary wage earner, loss of earning power due to disability or illness and loss of assets due to litigation are areas of concern.  John also evaluates needs for estate preservation, liquidity and equalization.  This can be a major concern when the family’s primary asset is a privately owned business

John reviews every type of insurance that the family owns including property and casualty, liability, disability, life, business liability, estate preservation and transfer, long term care and health.  He then answers three questions. 

  1. Is this insurance that you actually need at this stage of your life;
  2. If so, is this the right type of insurance for you; and
  3. Is this the right amount of protection for you?

Once it is determined there is a gap in coverage, John works with professionals that specialize in that specific area of insurance to develop the best solution.  John finds that helping families manage risk so that they have the highest probability of achieving their goals is deeply satisfying.

On a personal note, John and his wife Vicki recently celebrated their 36th wedding anniversary.  They live in Monroe, LA with their pets (two French Bulldogs and two cats).  They enjoy traveling to the Pacific NW, the outdoors and reading.  They recently formed the Northeast Louisiana Chapter of ISF (NELA), a 501c 3 that provides scholarships, mentoring and leadership training for students aging out of Foster Care who wish to go to College.  See ISFsite.org for more information.   

John Kelly is not affiliated with or employed by Horizon Advisors.