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HORAN- About Us
Terence L. Horan, CLU, ChFC President/CEO
Karen L. Mueller, CBC Executive Vice President
James R. Hendricks, CPA Vice President, Chief Financial Officer
Valerie Bogdan-Powers President, HORAN Health
Gregory L. Hoernschemeyer, CLU Senior Vice President, Registered Representative
Judi E. McKie Senior Vice President
Julie B. Highley, CBC Senior Vice President
Jodi Fritsch Vice President of Marketing

 

Leadership
Valerie Bogdan-Powers President, HORAN Health
Michael R. Lakin Vice President, New Business Development
Steve Ashe, CEBS, CBC Vice President of Account Management
Dominic Franchini, CBC Vice President & Partner
Julie B. Highley, CBC Senior Vice President
Karen L. Mueller, CBC Executive Vice President & Partner
Cheryl Mueller, CEBS, CBC President & Managing Principal 

 

Chief Business Development & Client Relations Officer
Chief Business Development & Client Relations Officer
Chief Business Development & Client Relations Officer
Individual Investments
Terence L. Horan, CLU, ChFC President/CEO
Michael D. Napier, CFP® Vice President, Certified Financial Planner™
Timothy G. Powell, AIF, CFP® Vice President, Certified Financial Planner™
Michael L. Hermes, CFACFP® Vice President, Chartered Financial Analyst
Geoffrey E. Solomon, CFP® Vice President, Registered Representative
David Lohre, AIF® Vice President, Wealth Advisor
Mark A. Bennett, CFA Portfolio Manager & Principal
David I. Templeton, CFA Portfolio Manager & Principal
Todd Poellein, CFA Senior Portfolio Manager
Matthew Antenucci, CFA Portfolio Manager
Matthew Woebkenberg Investment Associate
   
Financial Planning  
Anna Pfaehler, CFP® Director of Financial Planning
   
Manager, Client Services   
Lindsey Keith Manager, Client Services
Pierrette Albers Manager, Client Services
Christine Stine Client Service & Trading Operations
Lisa Marek Client Services & Operations Associate
   
HORAN Retirement Advisors
J. Ryan Horan Vice President, Department Director
Paul Carl  Vice President of Plan Design
Rachele Wolf Vice President of Client Education Services
Jen Daly Relationship Manager
Amanda Hall Client Service Manager

 

Chris Mihin, CBC Director, Medicare and Individual Health Benefits
Nate Epp Account Executive
Heather Bellau Individual Health & Medicare Associate
Sherry Weaver Business Development Coordinator

 

Terence L. Horan, CLU, ChFC President/CEO
Gregory L. Hoernschemeyer, CLU Vice President, Registered Representative
Jodee Deutsch Case Design Specialist 
Dan McDonald, CLU Estate and Business Planning Consultant
Rita M. Macke Client Administration & Design Analyst 
Meghan Beach Client Services

 

Jodi Fritsch Vice President of Marketing
Melissa McDonald Senior Marketing Manager
Chris Huggard Education and Events Manager

 

 Jamie Moon                   HR Generalist/Recruiter        

 

James R. Hendricks, CPA Vice President, Chief Financial Officer

Brittany Klems Database Manager
Charmagne Robinson Receptionist
Aaron Reiff
Enterprise Application Manager
Brett Hord Systems Support Technician
Carolyn Mefford Executive Assistant and Corporate Secretary
Tim Kruse Operations and Compliance Manager 
   
Accounting  
Jeni Lorenz Controller
Barbara Jean Wright Staff Accountant