75 years of serving you

1948 - 2023: For 75 years, HORAN has created plans to control health care costs, protect your wealth and insure your life. But the end game for all that we do at HORAN is more than a set of plans. We believe good health and true wealth create a better quality of life for our clients and their families.

1963

EXPANDED SERVICES:

Great-West Life enters the 403 (b) business selling variable annuities to complement its other offerings of life and group insurance.

1976

TERENCE L. HORAN EARNS HIS CLU DESIGNATION:

Terry earns the designation Chartered Life Underwriter which is a designation indicative of the highest education achievement in life insurance marketing.

1948

THE GREAT-WEST LIFE ASSURANCE COMPANY:

Great-West Life Assurance Company, headquartered in Winnipeg, Canada, opens an office in 1948 at Fourth and Walnut in Downtown Cincinnati.

Jack Horan worked at Globe Furniture and sold office furniture to Great-West Life. The company recruited Jack to join their business and he began selling insurance in 1948.

1951

THE GREAT-WEST LIFE ASSURANCE COMPANY:

Jack and Elaine Horan attend The Great-West Life Eastern Regional Convention at The Greenbrier in April 1951. Jack was one of only six representatives from the state of Ohio who qualified to attend the convention.

1973

TERENCE L. HORAN JOINS THE FIRM:

“The basic foundation of HORAN was in place before I got here. The missing component was a strong team to facilitate the three practices of health, wealth and life. I wanted to create an organization that would alleviate the pressure of my father doing it alone.”

- Terence L. Horan, CLU, ChFC, CAP, President and Chief Executive Officer

75th Anniversary

1990

HORAN OPENS OFFICE IN KENWOOD:

HORAN Associates, Inc. moves from the Downtown Cincinnati office to Kenwood, Ohio, to accommodate a growing staff and to be more accessible for clients.

1986

DOUG MILLER JOINS HORAN: Doug Miller joins HORAN Associates, Inc. to lead the Employee Benefits Department.

1981

HORAN ASSOCIATES INCORPORATES:

The business incorporated becoming HORAN Associates, Inc. and expanded to add new clients and employees under the new legal status.

“We are grateful for our long-term partnerships because the customers of the early days allowed us to get customers down the road. Back then, it was one brick at a time, and I’m grateful for those early bricks.

- Doug Miller, Former Executive Vice President & Partner, Now Retired

2015

HORAN OPENS COLUMBUS OFFICE:

1996

HORAN SECURITIES INC. ESTABLISHED:

HORAN Securities, Inc. is formed to enhance the retirement planning needs of clients by offering a wide range of wealth management products and services.

2006

NEW CORPORATE OFFICE ESTABLISHED:

HORAN Associates, Inc. and HORAN Securities, Inc. moves its corporate offices to 4990 East Galbraith Road in Cincinnati to accommodate a growing staff. HORAN Associates, Inc. and HORAN Securities, Inc. rebrands to become HORAN.

2022

HORAN OPENS REDESIGNED OFFICE AT 8044 MONTGOMERY:

2014

HORAN OPENS THIRD REGIONAL OFFICE:

HORAN opens its fourth office located in Dublin, Ohio, to support the growing needs of clients and to expand the footprint of HORAN throughout Ohio.

2018

HORAN EMERGING BUSINESS ADVISORS LAUNCHED:

HORAN Emerging Business Advisors is established as a separate business line for HORAN, focusing specifically on small and emerging business solutions.

HORAN moved back to 8044 Montgomery, redesigning a beautiful and modern 34,000-square-foot office space.

Having served clients in Northern Kentucky for many decades, HORAN established a third office located in Fort Mitchell, Kentucky.

During the 2023 annual company awards event, we celebrated and recognized the class of 1997, and we took the time to honor President and Chief Executive Officer, Terence L. Horan for 50 years of leadership at the company.

What’s the biggest thing you’ve learned in working at HORAN for 25 years?

Tim Powell Vice President, Wealth Advisor

“The commitment that it takes to grow an organization is really 24 hours. We are never disconnected from work. We are never disconnected from our clients. When the four of us joined in 1997, it was a small organization. I look at our organization, and how much we’ve grown and expanded. It’s a 24-hour, seven-day-a-week commitment to our clients and each other.”

GREG HOERNSCHEMEYER Senior Vice President, Life Insurance

“It’s amazing to see where we were in 1997 and where we are today. No matter who is in our company, the philosophy hasn’t changed. I’ve seen the company grow, but the philosophy at HORAN hasn’t changed. It’s deeply rooted with our clients, and it’s deeply rooted in Cincinnati.” celebrating 25 years with horan

Karen Mueller Executive Vice President

“It takes a team, and that’s probably the biggest thing. That’s what it takes to grow an organization. It’s all the people in the company that makes this place special. We’ve hired the right people to make us successful.”

Judi Mckie Vice President, Senior Benefit Consultant

“When we started, I was the 22nd employee. We were so small, and I could hear everyone in the office. We really were a family. We got to imagine what HORAN would become over the years. To grow and see this platform, and to see it get bigger, and how we’ve hired great people, I’m grateful for the learning, and it’s an exciting career. It’s because of all the employees and the pathway we’ve created, but it always takes a team and collaboration.”

Terence L. HORAN President and Chief Executive Officer, CLU, ChFC, CAP

It’s been an absolute pleasure and a great career. It’s not over yet. I’ve had great fun seeing the business grow. The best part was seeing all our associates come aboard to HORAN and take care of great clients. To think that we got to help our clients, provide outstanding health care through the bridge of insurance, help them accumulate and distribute wealth, or provide products to guard against a life lived too short, a life lived too long, or a life of disability. I know all of us are on a mission together in these three areas. That’s been the mission of the company all 75 years.