HORAN Wealth
Connie Grosser is a professional with extensive experience in the financial industry, specializing in compliance, risk management, operations, and finance. At HORAN Wealth, Connie currently holds the position of Chief Compliance Officer and Controller, where Connie collaborates with executive leaders to implement strategies for growth and regulatory compliance. Throughout their career at Ameritas Investment Company, LLC, Connie has held various vice president titles, showcasing their skills in managing wealth management, investment services, advisor services, risk, analytics, best practices, and reporting and controls. Connie has a Bachelor's degree in Accounting and Business/Management from Miami University.
HORAN Wealth
At HORAN Wealth, your future goals are our top priority. We strive to deliver exceptional service, guiding you every step of the way. Our high-touch, outstanding commitment to our clients means we’re always working for your best interest. Our solutions unite to support employers and families, focusing on creating plans that should result in future success for all involved. In 2023, we’re celebrating our 75th anniversary as an independent, trusted advisor with an office location in Cincinnati and Northern Kentucky. We provide dedicated service, support, and partnership to clients in retirement plan consulting, wealth management, financial planning and life insurance for estate and business planning. The HORAN Way sets the standard for the service and dedication we offer our clients and the communities we serve. HORAN Wealth is the marketing name of HORAN Securities, Inc. and HORAN Capital Advisors, LLC.