About Us: Your Trusted Indepedent Wealth Management Advisors

Meet the people who are dedicated to your success.

I’m Zachary Thomas, CFP®, Owner of Growth Horizons Wealth Management. My journey into wealth management began with a deeply personal experience—witnessing my grandfather’s financial struggles after he exited his business. His challenges ignited in me a passion to ensure that others don’t face the same hardships. I’ve combined the business acumen I inherited from him with the unwavering work ethic my parents instilled in me—both of whom dedicated their careers to serving the community. These values are the bedrock of my commitment to guiding others toward financial security and success.

After beginning my career at Wells Fargo, where I gained a deep understanding of wealth management, I spearheaded the creation of a successful wealth management department at Cadence Bank, delivering tailored solutions to meet client needs. My tenure at Heritage Family Offices further refined my ability to provide comprehensive financial services, focusing on high-net-worth individuals and business owners. Today, as an independent advisor, I blend cutting-edge technology with a personalized approach, operating as a fiduciary 100% of the time. My commitment is unwavering—providing unbiased, commission-free advice that centers solely on your financial goals.

Beyond finance, I’m a devoted husband to Krista, loving father to Roman, Crossfit enthusiast and devout Christian, with a deep passion for planning and action. I believe that success is built on strong relationships, integrity, and a commitment to doing what’s right—values that I bring to every client relationship.

As your trusted advisor, we’re focused on adding convenience and simplicity to your life.

Our approach is centered around you. We provide customized, technology-driven solutions while maintaining the personal touch that fosters strong relationships. Our goal is to empower you with the confidence to make informed financial decisions, no matter how complex. We primarily serve small business owners, retirees, and those experiencing a sudden financial windfall.

*CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.

Team and Support

Cara Nguyen is our Executive Assistant, providing comprehensive support and managing the organization’s office operations with excellence. Cara has a remarkable ability to organize, manage, and complete complex projects, consistently delivering exceptional service to our clients. With over 15 years of financial management experience, including a managerial position at a Fortune 500 financial firm, Cara brings a wealth of knowledge and expertise to the team. She holds a degree in Business from Lamar University and is currently furthering her education at Louisiana State University.

Zachary Thomas, CFP®

Owner

Cara Nguyen

Executive Assistant

Have a Question?

Contact

Office: (737) 215-8317

Mobile: (512) 316-7207

601 Quail Valley Drive

Georgetown, TX 78626

[email protected]

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.