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Intera Capital Partners

Intera Capital Partners is a specialized asset management placement firm serving institutional investors, insurance companies, and commercial banks. With decades of experience on both sides of the table, we bring a unique insider’s perspective to complex investment challenges.

Meet Our Team

James A. Roberts

President, Founder


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Joan Skallman

Program Manager,

Marketing Strategist

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Todd Hedtke

Senior Advisor, 

Client Consultant

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Amber Middendorf

Administrative Specialist


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Paul Horgen

As Senior Strategy Advisor, Paul assists Intera in evaluating potential client offerings and partnerships and supports the effective positioning and delivery of those offerings to the financial marketplace. An accomplished business management author and mentor with a decade’s-long focus on executive management development. Paul’s substantial history in the financial services industry includes leading Mergers and Acquisitions for a major fintech company and serving as President and CEO for a financial institution, executing a business plan that grew company assets from $100 million to $1.4 billion and expanded capital from 5% to 14% of assets. Paul is a U.S. military veteran, dedicated volunteer, and community leader

Insurance Investors Deserve More Than Just Product - They Deserve Partnership

Former Allianz Life N.A. CIO Todd Hedtke joined Intera because he saw a better way to partner with insurers; one that respects the intricate tradeoffs and considerations, while recognizing that each insurance investor faces a unique set of objectives that must be met.

We believe the best relationships are built on shared interests and values and we appreciate the opportunity to connect with you. We will always start with one simple question: 

How can we help you meet your goals?


jroberts@interacapital.com


Copyright © 2026 Intera Capital Partners LLC - All Rights Reserved.

  

Securities and Investment Advisory Services offered through Simplicity Investments, Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; (303) 797-9080. 

Intera Capital Partners, LLC is not affiliated with Simplicity Investments.

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