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.
Mitch Deskins | Planning & Allocation Specialist
Jeff Schmidt | 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.