about our founder

Jules is the driving force behind Horizon Partners LLC. With over 25 years of experience in the financial services industry, she leverages her corporate expertise to deliver unparalleled value in business planning, team development and risk mitigation.

Prior to founding Horizon Partners, Jules built a distinguished career at Vanguard Investment Management Company, where she led multi-functional teams across the enterprise. Her leadership roles spanned department head positions, corporate consulting, and coaching financial advisors and wealth management teams.

As a coach and consultant, Jules guided clients in adopting lean management practices to streamline operations, boost efficiency, and increase profitability. She later applied these same principles to support small businesses and wealth management teams, tailoring solutions to their unique challenges.

Known for cultivating engaging, high-performing, and fun team environments, Jules combines her positivity and strategic expertise to empower others to thrive. Partnering with Jules and the Horizon Partners team means gaining a trusted advisor committed to turning your goals into measurable success.

Julianna Conlan, MS ODL

FINRA Licensed 7, 9, 10, 24, 63