Masters Private Client Group

Masters Private Client Group

Company Background

Masters Private Client Group (MPCG) was formed in 2012 to capitalize on the synergies formed by uniting the varied backgrounds of its members.  The core group reaches back over four decades of experience and possesses deep industry knowledge informed by hands on financial management.  Our listen first approach allows our client family to prioritize goals and own their financial well-being. The result is a process orientated approach that ensures maximum organization and efficiency while achieving financial peace of mind. 

Contact

Phone:
Email:
Address:

X

Peter Roe

Peter Roe

Financial Advisor

Peter Roe and Jason Bell began collaborating in 2007 as Jason was wrapping up his seven year career in the NFL as a member of the NY Giants. Roe grew up in the financial services world under the tutelage of his unclee. After obtaining a BA from The Johns Hopkins University and an MBA from Georgia State University, he began a career in sport-centric financial advice working with NASCAR drivers and personnel. Soon his world expanded to the NFL where he joined forces with Bell to enhance the quality of financial understanding among the NFL player ranks. Bell is a graduate of UCLA and a proud alumni of the Bruin football program. After signing and playing a year with the Cowboys, he went to enjoy a successful career with the Texans and the Giants. After linking with Roe, the two have established themselves as a premier provider of financial education and counseling to athletes. Bell and Roe are founding partners of Masters Private Client Group, a wealth management firm and partner affiliate of Horizon Financial Group.

Peter Roe

Financial Advisor

X

Frank Blackard

Frank Blackard

Financial Advisor

Frank Blackard

Financial Advisor

X

Jason Bell

Jason Bell

Financial Advisor

Jason Bell and Peter Roe began collaborating in 2007 as Jason was wrapping up his seven year career in the NFL as a member of the NY Giants. Roe grew up in the financial services world under the tutelage of his uncle. After obtaining a BA from The Johns Hopkins University and an MBA from Georgia State University, he began a career in sport-centric financial advice working with NASCAR drivers and personnel. Soon his world expanded to the NFL where he joined forces with Bell to enhance the quality of financial understanding among the NFL player ranks. Bell is a graduate of UCLA and a proud alumni of the Bruin football program. After signing and playing a year with the Cowboys, he went to enjoy a successful career with the Texans and the Giants. After linking with Roe, the two have established themselves as a premier provider of financial education and counseling to athletes. Bell and Roe are founding partners of Masters Private Client Group, a wealth management firm and partner affiliate of Horizon Financial Group.

Jason Bell

Financial Advisor

X

Kyle Smith

Kyle Smith

Financial Advisor

My experience is rooted in advising high net worth families, business owners and entrepreneurs. Each client’s needs are unique; I take extraordinary care guiding and advising my clients while assembling the right team of professionals to pursue their individual financial, estate and legacy goals.

Masters Private Client Group (MPCG) was formed in 2012 to capitalize on the synergies formed by uniting the varied backgrounds of its members.  The core group reaches back over four decades of experience and possesses deep industry knowledge informed by hands on financial management.  Our listen first approach allows our client family to prioritize goals and own their financial well-being. The result is a process orientated approach that ensures maximum organization and efficiency while pursuing financial confidence.

Kyle Smith

Financial Advisor

X

Reiko Powderly

Reiko Powderly

Financial Advisor

At Masters Pro Sports and Entertainment, we believe that professional athletes who reach the pinnacle of success in their respective sport deserve the very best in financial advice and counsel.  Sadly, in our experience, most do not receive it.  We have made it our mission to provide comprehensive financial planning, investment management and financial coordination to professional athletes and entertainers because too often, financial advisors simply do not understand the unique circumstances surrounding these individuals.  At MPSE, we have years of experience advising athletes and entertainers on all aspects of their financial lives.  With former players on our team, we have a unique perspective which is vital in helping you navigate the many pitfalls that derail your financial future.  We will help you develop a financial plan tailored exclusively for your specific needs following our time-tested planning process.  Our goal is to provide you the confidence that your professional team is expertly working on your behalf to help make your vision of the future become a reality.

Masters Private Client Group (MPCG) was formed in 2012 to capitalize on the synergies formed by uniting the varied backgrounds of its members.  The core group reaches back over four decades of experience and possesses deep industry knowledge informed by hands on financial management.  Our listen first approach allows our client family to prioritize goals and own their financial well-being. The result is a process orientated approach that ensures maximum organization and efficiency while achieving financial peace of mind. 

Reiko Powderly

Financial Advisor

X

Angela Wyrick

Angela Wyrick

Financial Advisor

At Masters Pro Sports and Entertainment, we believe that professional athletes who reach the pinnacle of success in their respective sport deserve the very best in financial advice and counsel.  Sadly, in our experience, most do not receive it.  We have made it our mission to provide comprehensive financial planning, investment management and financial coordination to professional athletes and entertainers because too often, financial advisors simply do not understand the unique circumstances surrounding these individuals.  At MPSE, we have years of experience advising athletes and entertainers on all aspects of their financial lives.  With former players on our team, we have a unique perspective which is vital in helping you navigate the many pitfalls that derail your financial future.  We will help you develop a financial plan tailored exclusively for your specific needs following our time-tested planning process.  Our goal is to provide you the confidence that your professional team is expertly working on your behalf to help make your vision of the future become a reality.

Masters Private Client Group (MPCG) was formed in 2012 to capitalize on the synergies formed by uniting the varied backgrounds of its members.  The core group reaches back over four decades of experience and possesses deep industry knowledge informed by hands on financial management.  Our listen first approach allows our client family to prioritize goals and own their financial well-being. The result is a process orientated approach that ensures maximum organization and efficiency while achieving financial peace of mind. 

Angela Wyrick

Financial Advisor