HORAN Wealth Information
Contact top employees from
HORAN Wealth
Summary
HORAN Wealth has been in the industry for 78 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 47. To connect with HORAN Wealth employee register on SignalHire.
Organization Website | horanwealth.com |
Phone Number | 513.745.0707 |
Industries | |
Headquarters Location | 8044 Montgomery Rd, Cincinnati, Ohio, 45236 US |
Employees Size | 10-50 employees |
Specialties | Wealth Management, Financial Planning, Retirement Plan Consulting, Life & Disability Insurance, Long-Term Care Insurance, Estate & Tax Planning, Social Security Benefits, Business Succession Planning |
Founded | 1948 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at HORAN Wealth shows a diverse range of experience levels:
4% have been with the company for less than 1 year17% for 1–2 years13% for 3–4 years8% for 5–7 years17% for 8–10 years42% have over 11 years of service at HORAN WealthEx-employees positions
In Company
In New Company
Contact top employees from
HORAN Wealth
Rachele Wolf
Retirement Plan Advisor, Sr. Vice President
Gregory Hoernschemeyer
Senior Vice President
Brett Hord
Vice President Information Technology
Terence Horan
President & CEO at HORAN Wealth
Michael Hermes
Market President | Wealth Advisor
David Lohre
Vice President, Wealth Advisor
Ben Hardigg
Vice President, Wealth Advisor
Jamie Sowers
Vice President Corporate Services
Thomas Reitzes
Wealth Advisor
Kathy Laverde
Wealth Advisor
Keith Prince
Director of Financial Planning
Todd Poellein
Principal & Portfolio Manager
Christine Reid
Administrative Assistant
Drew Swinney
Client Service Associate
Ryan Janka
Client Service Associate
Mark Bennett
Principal & Portfolio Manager – HORAN Capital Advisors, LLC
Zachary Martin
Investment Associate
Hailey Lemire
Marketing Intern
Kelsey Contadino
Retirement Plan Advisor, Client Relationship Management
Todd Hibner
Portfolio Manager
Mike Reynolds
Chief Operating / Financial Officer
Lisa Marek
Client Service Manager
Richard Bascom
Associate Wealth Advisor
Carolyn Mefford
Executive Assistant and Corporate Secretary
Christy Stine
Senior Relationship Manager, Registered Representative
Melissa Platt
Staff Accountant
David Templeton
Principal & Portfolio Manager
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FAQ
HORAN Wealth operates in the Finance industries. More details can be found on the official website: horanwealth.com.
The headquarters of HORAN Wealth are located in Cincinnati, United States.
You can contact HORAN Wealth by phone at 513.745.0707.
HORAN Wealth currently employs 10-50 people.
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