HORAN Wealth
Lisa Marek is currently employed as a Client Service Manager at HORAN Wealth since June 2018. Previously, Lisa worked at Ohio National Financial Services from January 1998 to December 2017 as a Pension Administrator. Lisa holds a BA in Business Economics from The College of Wooster, and a Master of Business Administration (MBA) from the University of Dayton. Lisa Marek is a professional with a strong background in financial services and client management.
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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.