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Advisor Team

Jack Peters | Director of Advisor Development

Jack is responsible for advisor recruiting and training. Jack’s 29 years in the Financial Services Industry qualifies him in brokerage statement analysis, tax return opportunities and implementing the Horter Investment Management, LLC low risk, and low volatility1 investment management platform. Jack will also market the Horter Investment Management, LLC platform with fixed index annuities in Cincinnati to retirees and pre-retirees.

 

 

Scott Roberts | Vice President of Advisor Development

With over 20 years of diverse sales, investment and management experience in the financial services industry, along with having held FINRA licenses 7, 63, 9 and 10, Scott enjoys mentoring our advisors and coaching them on how to enhance and add value to the relationships they have with their clients. A graduate of the University of Cincinnati and degree in Psychology, Scott is sensitive to the needs of the high net worth investor and understands that financial planning can be emotionally challenging at times.

 

 

Jeff Schmidt | Vice President

Investment Advisor Representative

As a financial advisor with 26 years of experience serving clients, Jeff under-stands that no matter how well constructed your financial plan is; “Life Happens.” With a primary focus on a system designed to be “Low Risk, Low Volatility1” wealth planning, Jeff’s goal is to help his clients maximize gains and minimize risk. He demonstrates a passion to educate clients and provide personalized service by delivering financial seminars and a detailed portfolio analysis. Jeff believes that each client is unique and should expect recommendations tailored to meet their overall needs and goals.

 

 

Brion Walters | Vice President

Investment Advisor Representative

Brion specializes in retirement and investment planning and has over 12 years of experience advising clients approaching or in retirement. As a Chartered Financial Consultant, the areas in which he specializes include:
• Investment Planning
• Retirement Distribution
• Social Security Maximization
• Medicare and Long Term Care Planning
His major goal is helping clients minimize risk and maximize gains through a system designed to be “Low Risk, Low Volatility1”. Like each client, each solution is unique, and provides clients with a comprehensive plan that will help them get what’s important to them. Brion is passionate about his clients and helping them make good decisions with their money.

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