Terence L. Horan, CLU, ChFC, CAP, AEP, is the President and Chief Executive Officer of HORAN, a Member Firm since 2004. He leads an energetic and focused team of over 150 associates to deliver the most current and comprehensive health, wealth, and life services. HORAN is consistently ranked as one of the region’s top employee benefits providers and top money management firms, according to the Cincinnati Business Courier.
Terry’s area of expertise has always been related to helping families transition wealth from one generation to the next. Since 1973, he has designed and implemented sophisticated products to actualize that transition.
Terry serves on M’s Executive Committee, Finance Committee, and Government Affairs Committee. He is past president of the Cincinnati Estate Planning Council and was a Finseca board member for six years.
Terry has a B.A. in political science from Fairfield University. He monitors the Chartered Advisor in Philanthropy (CAP) classes in Cincinnati, as administered by the American College of Financial Services. The program has graduated 19 CAPs in just three years.