Executive Vice President
Jack is a veteran of the financial services industry with experience in sales and marketing of insurance products and 8 years of investment advisory experience since joining Horter in 2012. He has consulted with and advised independent planners, registered representatives, stock brokers, national banks, major New York wirehouse firms and regional NYSE firms. He manages an advisory practice with the goal of preserving retirement income and capital.
As the Executive Vice President, Jack focuses on teaching and guiding advisors through the business-building and financial-advising process. He coaches advisors as they build their skills in acquiring new business, maintaining client relationships, managing assets, planning for income, and building a successful financial advising business.
Jack is a registered Investment Advisor Representative and has previously held FINRA Securities licenses that include the Series 6 and 63.
Jack is a steward of his community throughout the Cincinnati area. He is very involved with the Little Miami Chamber Alliance and various charitable outreach programs associated with Cincinnati Children’s. Jack is a proud graduate of Marquette University.