meet our advisors
FOUNDER | CHIEF EXECUTIVE OFFICER |
CHIEF INVESTMENT OFFICER
carolyn horadan
Over her 25-year career, Carolyn has managed $5 billion in private wealth and serviced thousands of families first-hand. She’s worn nearly every hat in the financial services industry—institutional stock and bond trader, fundamental analyst for a mutual fund, risk control officer, advisor and consultant for $40 billion for Fortune 100 companies— among them Direct TV, Starbucks, Boeing, Hewlett Packard and Caesar’s Palace— portfolio manager for ultra-high and high net worth clients, plus more.
Carolyn is deeply passionate about bringing institutional-quality expertise and research to SCF and its diverse mix of clients, and helping clients navigate their very best lives.
FINANCIAL ADVISOR
bryan frutchey
Bryan has four decades of experience in the financial services industry as an insurance professional as well as an advisor helping clients reach their goals and make better financial plans and decisions along the way. In the investment and wealth advisory realm, he specializes in the area of retirement, including
managing market risk; asset growth; and wealth accumulation, preservation and distribution
assisting with lifetime structured income and legacy planning, plus IRAs, 401k/403b rollover strategies and more
Bryan’s overarching professional and personal aim is to make people’s lives better. He’s achieved the status of National Social Security Advisor. He’s also a member of the Council of Financial Educators. He served on the Fidelity Investments Advisory Council for many years. In his spare time he teaches retirement planning and related educational classes.
FINANCIAL ADVISOR
michael sondheim
Michael has more than 30 years of experience in financial services. Over the course of his career, he’s helped thousands of families build better financial boats and navigate their very best lives.
Michael takes immense pride in—and receives a lot of personal joy from—helping clients protect their assets, preserve their wealth and fulfill their retirement dreams. His specialty areas include retirement, investment and estate planning, wealth preservation, family legacy planning, and medicare/long-term care planning. A strong believer in financial education, Mike teaches classes on how to create a safe and secure retirement.