William S. Horak, CFP®, President
For over 30 years Bill has owned Wealth Management Corporation in Tallahassee. He has provided financial planning and investment management services for clients throughout the country. He has a bachelor’s degree from Florida State University, a Master’s of Science degree from the College for Financial Planning with an emphasis in Retirement Planning, and has maintained a CERTIFIED FINANCIAL PLANNER™ designation since 1990. He has been a contributor to the Florida's News Channel and is quoted in multiple industry publications and other media. He has also been a featured speaker for many corporations and various state and federal agencies.
Ryan Horak, CFP®
Ryan joined Wealth Management in 2016. Born and raised in Tallahassee, he follows in his father's footsteps as an FSU alumni and true Seminole sports fan. He graduated from Florida State in 2015 with a double major in Real Estate and Entrepreneurship. In his free time, Ryan enjoys playing basketball, teaching guitar, and attending live music events. Ryan Horak is a CERTIFIED FINANCIAL PLANNER™ professional and also holds a Florida real estate license.
Josh Clifford, Client Services Specialist
Josh started with Wealth Management in 2018. He graduated from Flagler college with a bachelor’s degree in Business Administration and is a 2023 CFP® candidate. In his free time, Josh enjoys playing tennis, watching the Colts, and spending time with his dogs, Champ and Titan.
Heidi Dutton, Director of Operations
Heidi joined Wealth Management in 2022. She has over 25 years of experience in office management and has been a resident of Tallahassee since 1986. Her professional expertise include public relations, marketing and event planning. She married her high school sweetheart who owns an auto repair shop and is a National Champion racecar driver and they share 3 children together. She loves animals and rescues abused Pit bulls and developed her own organic skincare company, Bella Grace Botanicals.