As founder of Select Wealth Advisers, Mitchell D. Horst provides customized investment strategies for affluent clients looking to direct, increase, conserve, and transition their legacy. Mitchell has over fifteen years of experience in the financial services industry, providing him with the knowledge and skills necessary to offer a premium level of financial advice for his clients. Mitchell holds several Securities Licenses, including the Series 7, 63, 66, as well as a Life and Variable Annuity Insurance License. Mitchell acknowledges that each client relationship is critical, and uses this knowledge as the foundation for all the investment advice he provides.
By utilizing state-of-the art technology and financial planning tools, coordinating with other institutional wealth managers, and following a disciplined process, Mitchell meticulously designs financial proposals that address each client’s unique goals. Mitchell and the entire Select Wealth Advisers team are dedicated to asking the right questions to educate themselves on their client’s precise circumstances and risk tolerances to ensure the investment strategies that are implemented are tailored to fit each client’s lifestyle.
Mitchell spent his childhood in a small farming community in Wisconsin before attending Clarke College in Dubuque, Iowa. He earned a Bachelor of Science in Business Administration with a focus on Finance and Economics. Additionally, Mitchell’s studies took him abroad where he spent three semesters studying in London, England, once again focusing on Economics and Finance. In 2005, Mitchell moved to Las Vegas and entered the financial services industry with Edward Jones Investments. Mitchell’s years of experience and unique skillset have allowed him access to research and investment platforms that are not accessible for many less experienced financial professionals.
With a young family, spare time is not easy to come by, but when given the opportunity, Mitchell enjoys golfing and is energetically involved in the local community. He has held prestigious positions such as the President for the Las Vegas Southwest Rotary International Chapter, President for the Green Valley Kiwanis International Organization, Co-Chair for the Nevada School of the Arts Board of Trustees, as well as participating as a volunteer frequently with Nevada Childhood Cancer Foundation and Goodie Two Shoes.
First licensed in 1987, James Burdett has years of experience in the banking and investment industry. His Wealth Management career began at Wells Fargo Advisors, where he gained experience meeting with clients and putting their financial plans in motion. Mr. Burdett earned a Bachelor of Science in Business Administration with an emphasis in Finance at Wichita State University.
Mr. Burdett is results oriented and places client goals as his first priority. At Select Wealth Advisers, we employ a comprehensive, holistic, and client focused approach to financial planning. Such discipline ensures that recommended programs encompass each client’s goals, time frames and risk tolerance.
Mr. Burdett holds the Series 7 and Series 66 securities licenses as well as a Life Insurance License. James acknowledges that each client relationship is a personalized experience. His background in Finance and Business enables him to make strong financial recommendations to his clients.
Married for over 30 years, Jim and his wife Wanda live in Henderson Nevada. Active in sports and fishing, James also enjoys volunteering with religious organizations, alumni associations, and selected local charities.
Lynn has been providing insurance and financial services advice for his clients for over 30 years. He is a native Memphian and graduate of the University of Memphis.
He has been a member of NAIFA for over 30 years (National Association of Insurance and Financial Advisors), member of FSP (Financial Service Professionals), recipient of the National Quality Award (NAIFA) and four time Leader’s Conference qualifier for Met Life.
He is member and Past President of the Memphis Amateur Sports Hall of Fame (www.memphissportshalloffame.org), past president of the U of M M-Club, member of U of M Alumni Association, and past president of Cordova Kiwanis Club.
- ChFC (Chartered Financial Consultant) from The American College
- LUTCF (Life Underwriter Training Council Fellow) through NAIFA
Lynn and his wife Marion (Susie) have one son, Blake, an attorney in Nashville. In his spare time Lynn enjoys keeping fit the Cordova Y, following his Tigers football, basketball and baseball programs, and coaching youth baseball.
Mark is an Investment Adviser at Select Wealth Advisers. He first started in the financial services industry over 20 years ago for a short time focusing on life insurance planning. Then after being out of the industry for several years, and after watching family go through some difficult times due to lack of good financial advice, he started with MassMutual Financial in 2012. After 5 years, Mark left to work with a small ‘boutique’ wealth management firm and decided to study for and become an Investment Advisor Representative and fiduciary. He then found the perfect fit with Select Wealth Advisers and as they say…the rest is history.
Mark has been a Southern Nevada resident since 1987. After graduating High School, he served a 2 year LDS mission to Seoul, South Korea where he was able to learn the Korean language. He later returned to Seoul for 3 years, working for a trade company as a translator and as English director for several language schools. Upon returning to the US, he worked in the airline and hospitality industries before finding his calling in financial services. In the longer version of the story, he also earned a private pilot’s license along the way.
Mark and his wife Tiffany have 3 kids. Their oldest son is about to graduate from UNLV with a Film degree, their daughter is in her freshman year at UNLV and intends to become a Physician’s Assistant, and their youngest son is 13 and a prolific gamer and club soccer player. Summer time is their favorite, where they enjoy spending time as ‘lake people’ on their boat out at Lake Mead.
Jodi has been working in the Financial Services industry for 30 years. She began her career as a Client Service Assistant, moved on to Client Service Manager, and also owned her own firm doing consulting work. Her experience is a rarity in our business and her professional background is an extraordinary asset to this team. She strives to consistently upgrade the client experience because she understands that our clients are the most essential part of our business.
Jodi enjoys traveling with her boyfriend, Chad, and getting outside with their 2 dogs. They have a Boxer named Steven and a Yellow Lab named Stella. She loves spending time with her son and daughter-in-law in San Diego and also time with family in Minnesota where she grew up.
Jessica Conner graduated from Southaven High School in 2011. From there, she went to Ole Miss in Oxford from 2011 to 2012. She returned home and got her Associate's Degree in Business Administration. She continued her education at the University of Memphis to get her Bachelor's Degree in Business Administration and Management with a concentration in Human Resources. While at Memphis, she interned at Shelby Farms Parks Conservancy. This internship turned into a job opportunity, as she was appointed Volunteer and Events Coordinator. She joined the Select Wealth Advisers team in March of 2018.
Jessica moved to Fayette County, TN in 2018. She got married in 2020 to Zack; together they have 3 kids - Camden, Presley, and Banks. Family is her main priority, so she spends many nights and weekends playing outside, building Lego's, watching Disney movies, and taking a kid to/from their activities. When she gets some down time, she enjoys reading, doing DIY projects around the house, and watching true crime documentaries.
Lisa was born and raised in Texas. She has a 20-year background in banking/financial services. She has spent the last 3 ½ years as a Client Relationship Manager in Wealth Management/Retirement services in Las Vegas, NV.
Lisa believes offering clients a stellar experience is top priority. She realizes that the greatest technology in the world hasn’t replaced the ultimate relationship between a client and a business: The Human Touch.
In her spare time, Lisa practices yoga and meditation. She is a certified yoga instructor. Lisa has been married for over 26 years and has a rescued Pit Bull /Mix named “Kyo”, who is now 13 years old.
She and her husband love dogs and couldn’t imagine a day without one.