Mark Shelby
Investment Advisor

Mark Shelby has been serving individuals and families to meet their retirement, estate, investment and tax planning needs since 2000. His approach involves an in-depth analysis of a client's present and future needs, objectives and goals.

In 1993, Mark received a Bachelors of Science degree in Business Administration with an emphasis in finance from the University of Wisconsin. While there, Mark served as an academic tutor for finance and economics. After graduation he moved to Virginia Beach, Va.

Mark has owned and operated two small businesses in the Virginia Beach area. After selling his businesses, Mark decided to pursue his passion of working in the financial services industry. He is an investment advisor representative with Horter Investment Management, and works directly with clients to help them realize their specific financial objectives.

In addition, Mark volunteers his time locally helping veterans and their spouses apply for the Aid and Attendance program. Mark lives in Virginia Beach with his wife and children.

Investment advice is offered through Horter Investment Management, LLC, a Registered Investment Advisor in Ohio. Insurance products are offered through TriQuest Equity Management. Securities transactions for Horter Investment Management, LLC clients are placed through Pershing Advisor Solutions and Trust Company of America.


About TriQuest Equity Management
We are a financial planning company whose financial advisors specialize in converting deferred taxed IRA’s to tax free ROTH IRA’s, 401(k) strategies, home equity services, equity management, equity for life, home equity management, home equity uses, investment real estate equity, retirement planning, Roth IRA conversions, IRA conversions and fixed index products for clients in Virginia Beach, Norfolk, Chesapeake, Suffolk, Portsmouth, Newport News, Hampton, Williamsburg, Hampton Roads, Eastern Shore, Richmond, and throughout Virginia. Our retirement planning advisors and Roth IRA advisors are the backbone of our equity management company, and separate us from other asset management firms, financial advisor companies, and retirement planning firms.


For a no-cost phone consultation, feel free to call us at (757) 424-8901 or fill out this form.