Helping You Achieve Your Ideal Retirement

At Transition Advisor Group, we believe that a strong retirement strategy starts with a strong partnership. Our team of experienced financial professionals is dedicated to helping you achieve your goals with personalized guidance and a commitment to your success. From creating reliable income streams to protecting your assets, we’re here every step of the way, helping ensure you can enjoy the retirement you’ve envisioned.

Meet the dedicated financial professionals dedicated to your success.

With decades of experience, the team at Transition Advisor Group, LLC. has helped hundreds of clients successfully achieve their retirement goals. With care, compassion and drive, we are dedicated to helping others live their best lives in retirement. Let us use our experience to the benefit of your future self and enjoy the confident retirement you deserve.

June Horne, Certified Financial Fiduciary®
Founder, President & CEO of Transition Advisor Group

June Horne, Founder, President, and CEO of Transition Advisor Group, is dedicated to helping individuals and families navigate life’s financial transitions with confidence. June holds the Certified Financial Fiduciary® (CFF®) designation, upholds high personal standards of integrity and ethics, and is committed to her client’s best interests.

With insurance licenses in Maryland, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia, June works with clients across multiple states to create personalized retirement income strategies tailored to their unique goals and needs. Whether you’re planning for retirement, maximizing Social Security, or protecting your legacy, June and her team provide clear, actionable strategies to help you succeed.

What sets June apart is her genuine care and commitment to her clients. She takes the time to listen, understand their stories, and build strategies that reflect their individual circumstances. Her approach combines experience and knowledge with a personal touch, giving clients the confidence to enjoy the future they’ve worked so hard to achieve.

Outside of her professional life, June is passionate about fostering strong relationships and empowering families to create a prosperous and fulfilling retirement. When you work with her, you’ll gain more than a financial professional—you’ll have a partner dedicated to helping you thrive at every stage of life.

Frank Horne
Director of Marketing

Frank brings a wealth of experience and dedication to Transition Advisor Group as the Director of Marketing. After a distinguished 40-year career in the military and government services, Frank now applies his expertise to expanding the TAG brand and enhancing the client experience.

As TAG’s Product Marketing Specialist, Frank is passionate about creating innovative strategies to deliver unmatched customer service. His focus is on building a client-centric culture that serves individuals and families in Maryland, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia.

A graduate of Campbell University in Buies Creek, NC, and a certified Project Management Professional, Frank combines strategic thinking with a commitment to excellence. His unique background allows him to approach challenges with discipline, precision, and a results-driven mindset.

Frank’s mission is to ensure every client’s journey with TAG is seamless, personalized, and reflective of the high standards TAG is known for. Whether it’s developing new tools to better serve clients or strengthening TAG’s presence in the community, Frank is dedicated to helping TAG clients achieve their retirement goals with confidence and ease.

Donna Balsbaugh
Operations Assistant

Assisting with the operations of Transition Advisor Group at both the Harrisburg and York locations, Donna is a compassionate, upfront, and determined person. She understands the meaning of customer service, excels at delivering the highest client satisfaction, and gages and improves client satisfaction while with TAG. She is friendly, pleasant on the phone, and focused within the financial environment. Donna can be counted on to perform internal and external procedures for office processes.

Donna is also a chief planner in organizing events and seminars for TAG. She’s versed in working with many vendors to support TAG seminars. Her dedication to her position, along with her direction of calls, client meetings, events, and critical administration paperwork shows the source of many compliments TAG has earned. She additionally maintains a Customer Relationship Management database for capturing all appointments, meetings, and vendors working with TAG.

Donna enjoys traveling and spending time with her children and grandchildren. She is community-oriented, working with her church activities and assisting with numerous events with her husband.

Trenton Martin
Debt & Income Coach

Trenton is the first person all clients see when entering the Harrisburg office, as well as the first to answer phone calls. He welcomes clients to Transition Advisor Group as they enter the reception area, sees that guests are well-acquainted with June before and after their appointment, and ensures they’re treated like family. He also assists June at her monthly workshops and seminars.

A Harrisburg local, Trenton is beginning his work experience with TAG right out of high school and has acquired his debt management certification through the “Financial Coach Master Training” program in April 2024, streamlining his efforts to becoming a financial advisor under June’s extensive leadership. Away from the office, Trenton enjoys traveling, music, writing, and photography.

Giving Back to Our Community

TAG CARES

At Transition Advisor Group, we believe in the power of community and the importance of giving back. Supporting the communities where we live and work is not just part of our mission—it’s part of who we are. We’re passionate about helping individuals and families achieve their financial goals, and that same passion drives our commitment to making a positive impact in our community.

Whether it’s volunteering, sponsoring local events, or supporting charitable organizations, we’re dedicated to contributing to causes that uplift and empower those in need. Our team is proud to stand alongside these organizations and make a difference together.