Lasting relationships. For all that matters

Van Horn Group

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

Two people talking overhead

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Andre Van Horn Profile Photo

    Andre Shane Van Horn

    Senior Vice President–Wealth Management

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IL
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    Shane Van Horn joined UBS Financial Services Inc. in 2008 after spending nine years with Merrill Lynch as a Vice President and member of the Chairman's Club, a recognition club for the top financial advisors. Shane is the managing partner of the Van Horn Group at UBS and is responsible for the team's financial planning process, investment philosophy and client service model.

    Shane earned his Bachelor of Science degree from James Madison University in Harrisonburg, VA. He obtained his CERTIFIED FINANCIAL PLANNER™ certification and his Chartered Retirement Planning Counselor designation in 2005 after completing the education and examination requirements. Shane was selected to attend the Financial Advisors Leadership Program at the Wharton School and completed it in 2006. He is also a member of the Financial Planning Association (FPA).

    Shane and his wife, Kate, are the proud parents of Cailin and Erin. Shane and Kate support their local church, Children's Healthcare of Atlanta, the 14+ Foundation and several other charities.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • James Madison University, B.S.
    • Wharton School, Financial Advisors Leadership Program
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Retirement Planning Counselor℠
    12600 Deerfield Parkway
    Deerfield Commons
    Alpharetta, GA 30004
  • David Van Horn Profile Photo

    David Van Horn

    Senior Wealth Strategy Associate

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IL
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA

    Tony understands the importance of goal setting and a strong work ethic and is committed to assisting clients in prioritizing their financial goals and executing strategies. Tony is also dedicated to developing strong client relationships and providing them with the resources necessary to accomplish their most cherished financial goals.

    Tony was formerly with Merrill Lynch and is a graduate of The Ohio State University where he was a scholar-athlete. Tony is FINRA registered and holds the series 7 and 6 securities licenses as well as licenses for life, accident and health insurance and variable products.

    Tony and his wife, Kelley, are the proud parents of Kylie and Ashton. They support Browns Bridge Church, Aflac Children's Cancer Center, 14+ Foundation, Varsity "O" Alumni Club and FCA Wrestling Georgia where Tony serves on the board.

      • The Ohio State University
        12600 Deerfield Parkway
        Deerfield Commons
        Alpharetta, GA 30004
      • Kimberly Williams Profile Photo

        Kimberly Williams

        Client Associate

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          Kiki is a 19 year veteran of the financial services industry. Prior to joining UBS in 2008 she worked with Shane at Merrill Lynch. Kiki serves as the Branch Office Administrator and a Client Service Associate Coach for the Atlanta area.

          As the Senior Client Service Associate for The Van Horn Group, Kiki is responsible for the day-to-day operations of client accounts where she actively participates and is dedicated to providing clients with the highest level of service. Her personal approach and strong relationship building skills greatly enhance the complete client experience.

                12600 Deerfield Parkway
                Deerfield Commons
                Alpharetta, GA 30004

              The Year Ahead - Sustainable Investing

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

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              As of 06/30/2022

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              UBS is a world-leading wealth manager