At Horter, we believe in empowering our advisors by providing the right culture, coaching, resources, and leadership to help you be the best version of yourself. To assist you in creating opportunities to get you in front of more people….to help you get more first appointments…to teach you a culturally relevant way to communicate with clients today.  You’ll enjoy a supportive, peer based group environment where you are independent, but not alone. We’ll help you create more time to enjoy your life.

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SCHEDULE A CALL TO LEARN MORE
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Meet Our Team

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Drew Horter

CEO, President and Founder

Drew K. Horter is the President, Founder and Chief Investment Strategist of Horter Investment Management, LLC. Mr. Horter has extensive industry knowledge as an Investment Advisor Representative, and has previously held FINRA Securities licenses that include the Series 6, 7, 22, 24 and 63. With over 35 years of investment management experience and forming strategic partnerships, Mr. Horter has experienced many economic, political and financial cycles.

Jack Peters

Senior Vice President

Jack is a  29 years in the Financial Services Industry has given him extensive knowledge Advisor Development, new business opportunities and client relationships. Jack spearheads new projects geared towards expanding our Tactical Tamp and TFA Mutual Funds. 






Kevin Hetzer

Director of operations

Mr. Hetzer is a member of the management team and has been with Horter Investment Management, LLC since March 2008. His operational knowledge encompasses all facets of Horter such as IAR support, trading, billing, payouts, CRM and portfolio management software. Kevin works with Orion and various other technologies that Horter offers and is responsible for efficiently running Horter’s back office and evolving technology for Horter and our Advisors.

Jason Long

Chief Compliance officer

Jason is a 17 year veteran of the financial services industry, including banking and wealth management. With Jason's banking and wealth management background he was head of accounting, operations, and compliance for another large registered investment advisory firm in Cincinnati prior to coming to Horter and will play a key role in building and maintaining our compliance program as we continue to grow. 


Pattie Hall

Executive assistant

Sadie Adams

compliance supervisor

Chris Meyer

compliance analyst

Avery Robbins

Director of marketing

Sarah Botwright

marketing supervisor

Evelyn Davis

marketing assistant

Jeff Schmidt

business development

Michael VanZile

BUSINESS DEVELOPMENT

Leigh Fisher

BUSINESS DEVELOPMENT

Mitch Deskins

Planning & client service

Nolan O'Brien

PLANNING & CLIENT SERVICE

Craig Lipniskis

operations manager

Jasmine Kohli

Trading Analyst

Janet Taylor

Orion Specialist

Jayne Fisher

IaR support

Jessica Adams

IAR Support

Cindy Alexander

IAR Support

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