Vice President, Wealth Advisor, Registered Representative
Bio
David Lohre, Vice President, Wealth Advisor, helps individuals and families achieve their financial goals through holistic financial planning encompassing investment, insurance, estate, tax and education planning. David is passionate about bringing best practices learned over more than two decades of experience to his clients. As an Accredited Investment Fiduciary (AIF®) with over two decades of experience, his background in investment analysis helps provide the investment committee additional depth with ongoing monitoring of investment portfolios.
Areas of Expertise
Community
- People Working Cooperatively (PWC) – Volunteer
- Beechwood School – Volunteer
- Cincinnati Magazine - Five Star: Best in Client Satisfaction - Wealth Managers (2012)
- Financial Times – Top Financial Advisor - Inaugural FT 401 Ranking (2015)
We are proud to announce that effective June 1, 2023, HORAN Health, our Employee Benefits division, has become a part of HUB International. Our commitment to local client services, integrity and trust remains steadfast.
HORAN Wealth continues its 75-year legacy of independent support in retirement, life insurance, financial planning, investment advising and more. To learn more about HORAN Wealth, click here.
For complete details about this announcement, read the press release.