Relationship Manager, Registered Representative
Bio
Kelsey Murray, CPFA™, QKA, Relationship Manager, Retirement Plan Consulting, seeks to deliver legendary service to corporate retirement plan clients. Kelsey serves as a counselor to companies that sponsor retirement plans by monitoring their investments, fees and providers. Her role also includes facilitating regular plan updates and providing consulting on all four of HORAN’s retirement pillars of service: investment services, fiduciary oversight, plan design and employee education.
Areas of Expertise
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.