Terence L. Horan, President & Chief Executive Officer, leads an energetic and focused team to deliver the most current and comprehensive health, wealth and life services. Terry says, “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 Wealth team has grown. One of my most important roles is making sure that our team has the right tools to improve outcomes for our clients.”

Education:

Fairfield University - Bachelor of Arts in Political Science

The American College - Chartered Life Underwriter (CLU^®) & Chartered Financial Consultant (ChFC^®)

Accredited Estate Planner (AEP^®)

• M Financial Group - Board of Directors
• The Children's Home of Cincinnati - Former Member Board of Trustees
• Catholic Inner-City Schools Education (CISE) Campaign Co-Chair - 2017
• ArtsWave Campaign Chair - 2021
• The Athenaeum of Ohio - Board of Trustees
• Greater Cincinnati Foundation - Chartered Advisor in Philanthropy (CAP^®) Mentor
• E&Y Entrepreneur of the Year - Finalist in 2015 & 2016
• Lighthouse Youth Services - 2013 Beacon of Light Award Honoree
• Greater Cincinnati Foundation - 2021 Bridge Builder Award