Sales Team

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Western Division
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Scott Ferrette

Scott Ferrette

Western Divisional Director
Scott Ferrette

Scott Ferrette

Western Divisional Director

Scott Ferrette

Western Divisional Director

Scott Ferrette is responsible for sales in the Western Region at Horizon. He focuses on empowering advisors to efficiently and profitably grow their retirement plan business by combining plan outcome-based investment expertise with innovative tools and services.

Prior to joining Horizon Investments in 2016, Mr. Ferrette was an Institutional Money Manager as the Western Divisional Vice President between 2014-2016 in the UIT space. Scott also has a decade of experience in the Financial Services Industry in Income planning and investment management using Annuities, REITs, MLPs, and BDCs.

Mr Ferrette majored in Management and MIS at University of Arizona and has FINRA Series 7, 63 and 65 licenses.

Central Division
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Brad Stoehr

Brad Stoehr

Central Divisional Director
Brad Stoehr

Brad Stoehr

Central Divisional Director

Brad Stoehr

Central Divisional Director

Brad Stoehr is responsible for directing the sales team and sales in the MidAtlantic Region at Horizon. He focuses on empowering the sales team and advisors to become successful with Horizon’s goals-based strategies.

Mr. Stoehr majored in Finance at Clemson University.

Melissa Wendt

Melissa Wendt

Regional Director
Melissa Wendt

Melissa Wendt

Regional Director

Melissa Wendt

Regional Director

Melissa Wendt is responsible for sales in the Midwest Region at Horizon. Her consultative, relationship driven focus empowers advisors to achieve their clients’ most important financial objectives throughout life with Horizon’s innovative goals-based strategies.

Prior to joining Horizon Investments, Ms. Wendt was a Senior Regional Business Consultant with Third Party Asset Manager Curian Capital, Regional Vice President at Transamerica, and Mutual Fund & Separately Managed Account Associate Regional Director with Wells Fargo. Melissa has over 12 years of experience working as a consultant to advisors within the independent, regional, and wirehouse broker-dealer channels.

Ms. Wendt majored in Finanace at the University of Wisconsin – Whitewater.

Eastern Division
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Carlos Barbosa

Carlos Barbosa

Eastern Divisional Director
Carlos Barbosa

Carlos Barbosa

Eastern Divisional Director

Carlos Barbosa

Eastern Divisional Director

Carlos Barbosa is responsible for sales in the Northeast Region at Horizon. He focuses on empowering advisors advisors to empower them with strategies that will help their clients achieve their most important financial objectives throughout life.

Prior to joining Horizon Investments in 2014, Mr. Barbosa was a Vice President with First Trust Portfolios from 2006 to 2014. Prior to working with Firs Trust Portfolios Carlos spent 6 years at several large firms including Prudential Financial and Allstate Financial.

Mr. Barbosa majored in Economics at the University of Massachusetts.

John Pifer

John Pifer

Regional Director

John Pifer

Regional Director

Mr. Pifer is responsible for the distribution of Horizon’s managed accounts, ETFs and mutual funds in the Gulf coast region. He prides himself on his ability to connect with advisors and empower them to achieve goals-focused client outcomes.

Prior to joining Horizon in 2017, Mr. Pifer acquired a diverse background in the financial services industry starting in 1999. He was most recently a wholesaler for annuity and insurance products at Global Atlantic Financial Group and Prudential Annuities. John also served in a trading role with Susquehanna International Group.

Mr. Pifer majored in Business at Lock Haven University and earned his MBA from Saint Joseph’s University. He holds FINRA Series 7, 63 and 65 and numerous insurance licenses.

Bobby Shanahan

Bobby Shanahan

Regional Director
Bobby Shanahan

Bobby Shanahan

Regional Director

Bobby Shanahan

Regional Director

Bobby Shanahan is responsible for sales in the Southeast Region at Horizon. He focuses on empowering advisors to become successful with Horizon’s goals-based strategies.

Prior to joining Horizon Investments, Mr. Shanahan was an 401k/retirement plan specialist with OneAmerica Securities, Mutual Fund & Separately Managed Account wholesaler with Citigroup Asset Management, and ETF Strategist with Legg Mason Global Asset Management. Bobby has over 20 years of experience working as a consultant to advisors with independent and wirehouse broker-dealer channels.

Mr. Shanahan majored in Business Marketing at Oklahoma State University.

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