HORAN Retirement Advisors - Retirement Professionals

Retirement Professionals

For over 65 years, HORAN has served as a trusted advisor and thorough planner in the areas of life insurance for estate and business planning, employee benefits consulting and wealth management. Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN has built a reputation for delivering high quality products and services.

J. Ryan Horan J. Ryan Horan
Vice President & Department Director
Adam Zuckerberg Adam Zuckerberg
HORAN Retirement Advisors
Paul Carl Paul Carl
Vice President
David Lohre David Lohre
Vice President, Client Account Management
Rachele Wolf Rachele Wolf
Vice President, Education
Jen Daly Jen Daly
Manager, Operations
Amanda Chapman Amanda Ferrell
Chief Compliance Officer
Tim Kruse Tim Kruse
Operations & Compliance Manager
Anna Pfaehler, CFP Anna Pfaehler, CFP
Director of Financial Planning
Jodi Fritsch Jodi Fritsch
Vice President of Marketing
James R. Hendricks, CPA James R. Hendricks, CPA
Chief Financial Officer
Diana L. Small, SPHR Diana L. Small, SPHR
Vice President of Human Resources

HORAN Knowledge Center

As a retirement plan sponsor, you want your employees to save the most they can in order to reach th...
February 28 – Deadline for filing 1099-R in paper form with IRS to report distributions made i...
December 1 – Latest date for providing a 401(k) safe-harbor, QACA safe-harbor, QDIA, EACA or A...