About Horizons

Johann is a CERTIFIED FINANCIAL PLANNER® professional. He was among the first in the nation to embrace the now-standard certification of Accredited Investment Fiduciary™ and holds the 70th such accreditation ever issued. He holds a B.A. from St. John’s College, Annapolis/Santa Fe, and Masters and PhD degrees from the Philosophy Department of Washington University, St. Louis, where he specialized in Ethics and Social Philosophy. He served on the faculties of Washington University, Webster University, Millikin University, the University of Colorado at Colorado Springs, the University of Central Arkansas, and the University of Idaho. He has published and lectured on many topics, including areas of environmental ethics, business ethics, and social bias in finance.

He got his start in the securities industry in the fall of 2000 at T. Rowe Price. In mid-2001, Johann joined the team at First Affirmative Financial Network, rising to Vice President of Investments Services. He was primarily responsible for First Affirmative’s managed account programs, and supported First Affirmative’s nationwide network of investment advisors.

Johann spent his youth in Western Washington, Hawaii, and Japan. He enjoys baseball, chess, and outdoor activities across the Rocky Mountains. He continues to write and publish, for both academic and popular press outlets. He is a frequent guest lecturer in philosophy departments and business schools, and at business and social justice conferences.

As an Investor Service & Financial Planning Associate, Valeria is eager to apply her knowledge and skills to benefit individuals seeking sound financial guidance. She looks forward to leveraging her education and practical experience to make a positive impact in the world of finance. Beyond her professional endeavors, Valeria finds fulfillment in outdoor activities, maintaining an active lifestyle through exercise, and exploring new destinations through travel.

Kim launched her career in finance in 1998, working in the Santa Fe office of First Affirmative Financial Network, where she was mentored by strong leaders in the SRI Field. In 2007, she founded Horizons Sustainable Financial Services. Now a leader in SRI herself, Kim mentors co-workers and employees who are equally committed to the values and goals of SRI.

Originally from Oregon, Kim holds a B.A. from the College of Santa Fe and an MBA in Sustainable Business from Marylhurst University in Portland. She says her graduate studies broadened her understanding of how sustainability can encompass business and government policy. “This knowledge will help me enhance the opportunities for Horizons and our clients to participate in shareholder advocacy,” she says. “So we can help clients with shares in oil companies, for example, to advocate for institutional policy changes on fracking and other environmental issues. Together, we can make a difference in the process.”

In her personal life, Kim embodies the same values that driver her professional passions. She currently serves on the board of The Forum for Sustainable and Responsible Investment (US SIF). She has previously served on the boards of PFLAG, Earth Works Institute and the governing council of Tierra Encantada Charter School; in 2017 she was appointed by the Mayor of Santa Fe to the Sustainability Commission.

Before joining Horizons as an Investment Advisor Representative, Jake was a nonprofit director and small business owner focused on food justice and gardening access in the Washington, DC area. Jake has always enjoyed strategy games, and since college, has been a serious poker player. A confident speaker and conversationalist, he began hosting a podcast in 2021 exploring the art of investing in oneself to grow a balanced, meaningful life. It now has over 50 episodes on a broad range of topics.

In 2023, Jake returned to New Mexico, where he had studied at St. John’s College for his B.A. in Liberal Arts and an M.A. in Eastern Classics. In his free time he enjoys hiking, biking and skiing with his partner Erin.

Throughout my career, success has always looked like supporting others in building the life they want. I received my undergraduate degree in Elementary and Special Education from Western Washington University. I loved breaking down critical skills in digestible ways. After teaching, I opened a community-based fitness studio in Santa Fe. With the pandemic, my career pivoted, and I returned to school to finish my MBA from the University of New Mexico. Now, I am delighted to join Horizons and merge two things I am most passionate about: supporting people in developing a toolset to help them live the life they want and making a positive impact on our world.

Outside of work, you can find me spending time with my son Kai, outside, traveling, trying something new, and often, with my head in a book.