David Lohre

David Lohre, AIF®

Vice President of Client Account Management

David Lohre serves as a counselor to client companies that sponsor retirement plans by monitoring their investments, fees and providers.

“I am the client’s advocate. I sit on the same side of the table to simplify and create positive outcomes,” says David. His role also includes optimal plan design consulting and analysis to limit fiduciary liability by establishing proper documentation, prudent processes and regular monitoring of retirement plans. As part of HORAN Retirement Advisors, David offers corporations objective advice, custom products, quality service and practical ideas about qualified retirement plans.

David also counsels individuals on their retirement plan choices, allocations, and savings needs to “create positive outcomes.” Says David, “Employees who receive professional guidance with their retirement savings plans are better off in every way. They save more, they invest more wisely, and they enjoy peace of mind with regard to their futures. It’s a win for them and a win for their employers.”

David has been in the financial services industry since 1993. Previously, as Director, Client Relationship Management at Fidelity Investments, he consulted with medium-sized, industry-leading companies throughout the U.S. on their 401(k) plans, including investments, plan design, legal issues and education needs.

Community / Education

  • People Working Cooperatively (PWC) - Volunteer
  • Beechwood Schools - Volunteer
  • Blessed Sacrament Church - Volunteer
  • FINRA Series 7, 63 and 65 registrations
  • Accredited Investment Fiduciary® (AIF) designation
  • University of Kentucky - B.B.A. Finance