Profile: Horizon Retirement Advisors LLC

Dave Mello

Wealth Strategist
Dave has been a wealth strategist since 2000, helping executives, small business owners and retirees to create and maximize their wealth potential by helping them “see the unseen”. His purpose is to explore and analyze the complicated intricacies of each individual or business’ financial situation to design and deliver simple strategies.

Dave will create a sustainable strategic financial model around your specific situation so you live a more prosperous life without worry or resentment. His strategies effectively help reduce taxes, reduce risk, increase investment efficiency, and augment the preservation of wealth legacy for his clients.

His Valued team of industry specialists and mentors have proven to be especially powerful in helping his clients construct and execute their strategies. Many of Dave’s financial partners have been in business since the 1600s to present.

Dave was raised in Sparks, since college has resided in Reno. He has a son Bryson and wonderful partner Jamaica.

He welcomes new clients, if you want to arrange a discussion with Dave about your investment needs he welcomes your call.


Kurt Allenbaugh

Financial Professional
Educating and helping clients understand their options in preserving, protecting, and growing their assets in a risk-free environment. Kurt Edward Allenbaugh is a financial advisor who works with clients who are in retirement or planning for retirement by focusing on Preserving, Protecting, and Growing their assets in a risk-free environment.

Kurt has 20 years of experience in reviewing financial concerns of over 5,000 clients. This has given him valuable insight how customized financial planning can provide peace of mind and leverage their assets for retirement and their loved ones. Connecting on a personal level and listening intently to concerns is a trait that his clients appreciate.

Collaborating with an Estate Planning Attorney, Financial Service Providers and Major Insurance Carriers has given him a complete set of tools to accomplish helping clients.

Kurt holds a BS degree in Business Administration/Marketing from the University of Clarion.





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Dave Mello & Kurt Allenbaugh

Horizon Retirement Advisors LLC
(775) 851-4754 Horizon@RetireVillage.com


www.HorizonRetirementAdvisors.com

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Horizon Retirement Advisors LLC

Horizon@RetireVillage.com

707 Mount Rose Street Reno, NV 98509

(775) 851-4754

www.HorizonRetirementAdvisors.com

Disclaimer: The information presented here is intended as information only and is not intended to represent tax, legal, or investment advice. Financial products can differ based on state of residence, age and product selected. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death denefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.