J. Brian W. Horn, CLU, ChFC
Brian Horn, Chairman & ceo
Brian Horn is Founder, Chairman and CEO of Newport Financial Group, Inc., a nationally recognized comprehensive estate and income tax mitigation firm. With over 30 years experience Brian enjoys an effective career in tax mitigation, estate and financial planning, insurance, and business management. Brian is a recognized keynote speaker at industry conferences and client seminars regarding income and estate tax mitigation, insurance and premium finance issues. He was recognized by and qualified for top honors with many different industry organizations.
In addition, Brian is a Chartered Financial Consultant, Chartered Life Underwriter, and holds a Bachelor of Science Degree from California State Polytechnic University at Pomona. He is a member of the National Association of Insurance and Financial Advisors; served as Volunteer Chairman of the Hoag Classic Golf Tournament for five years overseeing its 1,000+ volunteers, and is a member of Newport Beach Country Club. Brian currently sits on two boards of directors at Hoag Memorial Hospital.
Sheri L. W. Horn
Sheri Horn, Chief Financial Officer
As Chief Financial Officer of Newport Financial Group, Inc. Sheri Horn holds management responsibilities for the company’s finance, information technology, and business services function. She reports to the CEO and serves on the company’s executive committee. Sheri has over 12 years of experience in accounting, business management, insurance, human resources, and employee management.
