Terry Horan, President and CEO of HORAN, leads an energetic and focused team of professionals to deliver the most current and comprehensive health, wealth and life services.
 
Shaped by his father’s legacy of success, Terry has created an organization that manages diversified products for more than 450 companies and 200,000 individuals that call HORAN their trusted advisor. “I watched my father help people from all walks of life realize financial security,” says Terry. “That was a great lesson for me. I learned that some individuals need more sophisticated tools than others, but everyone needs security and certitude in life.” Integrity and industry knowledge are the foundations upon which HORAN has built its reputation for delivering the highest quality products and services.
 
As a frequent speaker, Terry’s expertise in high-level insurance planning, estate planning and wealth accumulation educates audiences to help them strengthen their investment strategies while minimizing their risks. His involvement in the design and implementation of funding options for estate planning, business succession and key employee benefit planning are featured topics for his presentations. Says Terry, “My area of expertise has always been related to helping families transition well from one generation to the next. Since 1973, I have designed and implemented sophisticated products to actualize that transition. As time has passed, the HORAN team has grown. One of my most important roles is making sure that team has the appropriate tools to live out those charges.”
 
Seasoned by 38 years of experience in financial services, Terry represents his clients with credentials that include being a Chartered Life Underwriter, a Chartered Financial Consultant and an Accredited Estate Planner.

Terry’s extensive professional network includes legal, accounting, trust and banking representatives committed to implementing the most efficient and sensible programs for clients.

Community / Education

• Cincinnati Children's Hospital Medical Center – Institutional Advancement Committee
• Cincinnati Symphony Orchestra – Planned Giving Committee
• United Way – Tocqueville Society
• National Rowing Foundation - Secretary
• Xavier University, Williams College of Business - Board of Executive Advisors
• Athenaeum of Ohio - Board Member
• University of Cincinnati Economics Center for Education and Research – Board of Trustees
• Life, Accident & Health Insurance and Variable Annuity license
• FINRA Series 6, 26 and 63 registrations
• Fairfield University - B.A. Political Science