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Andrea C. Email & Phone Number

Vice President of Wealth Strategy and Financial Planning at HORAN Wealth
Location: Cincinnati, Ohio, United States 26 work roles 4 schools
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Current company
Role
Vice President of Wealth Strategy and Financial Planning
Location
Cincinnati, Ohio, United States
Company size

Who is Andrea C.? Overview

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Quick answer

Andrea C. is listed as Vice President of Wealth Strategy and Financial Planning at HORAN Wealth, a with 48 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Andrea C..

Andrea C. previously worked as Vice President of Wealth Strategy & Financial Planning at Horan Wealth and Vice President of Financial Planning at Horan Wealth. Andrea C. holds Juris Doctorate, Law from Northern Kentucky University—Salmon P. Chase College Of Law.

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Email format at HORAN Wealth

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HORAN Wealth

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Profile bio

About Andrea C.

Andrea leads the high net worth financial planning group at HORAN. She also serves as a business consultant to closely held business owners - especially those in the process of transferring the company to the next generation or preparing the company for sale.Prior to joining HORAN, Andrea focused her law practice on high net worth estate planning and complex estate administration, including matters with an international planning component. She also handled contested estates and guardianships, led her former firm's business succession planning team, and served as outside general counsel for closely held business owners and nonprofit organizations.  Andrea holds a JD and MBA from Northern Kentucky University, and a bachelor's degree from the University of Florida in English and Economics with a focus on Statistics. Andrea is passionate about helping families and business owners plan for the future and is honored to be a small part of each family's success story. She enjoys uncovering the uniqueness of each family and takes pride in helping others gracefully navigate the challenges and successes that life has in store.Andrea also enjoys charitable pursuits - particularly those focused on improving opportunity and culture in the Greater Cincinnati area, which she has come to love dearly. She sits on the Board of Directors for the Cincinnati Symphony Orchestra and for the Cincinnati Ballet, where she chairs the planned giving and nomination committees. She also sits on the Cincinnati Children's Hospital planned giving committee, and serves as Vice President of the Cincinnati Estate Planning Council.

Listed skills include Estate Planning, Team Building, Litigation, Public Speaking, and 29 others.

Current workplace

Andrea C.'s current company

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HORAN Wealth
Horan Wealth
Vice President of Wealth Strategy and Financial Planning
Cincinnati, OH, US
Website
Employees
48
AeroLeads page
26 roles · 22 years

Andrea C. work experience

A career timeline built from the work history available for this profile.

Vice President Of Wealth Strategy And Financial Planning

Cincinnati, Oh, Us

Vice President Of Wealth Strategy & Financial Planning

Current

Cincinnati, Ohio, Us

Sep 2023 - Present

Vice President Of Financial Planning

Cincinnati, Ohio, Us

Oct 2020 - Sep 2023

Member Board Of Trustees / Nominating Committee Chair

Current

Cincinnati, Ohio, Us

Apr 2020 - Present

Owner / Writer

Current
Releve, Llc
Oct 2023 - Present

President

Cincinnati Gator Club (Uf Alumni Association)
Aug 2017 - Aug 2023

2021 Campaign Cabinet Member

Cincinnati, Ohio, Us

Sep 2020 - Jun 2021

Trusts & Estates Attorney

Cincinnati, Oh, Us

Dec 2014 - Oct 2020

Board Member

United Pet Fund

A nonprofit resource provider with the goal to provide much needed support to thousands of animal shelters, rescues and care organizations.

Dec 2012 - Dec 2019

Judicial Extern, Honorable Herman J. Weber

United States District Court, Southern District Of Ohio
Jun 2011 - Aug 2011

Law Clerk, Litigation Group

Cincinnati, Oh, Us

Jun 2010 - Apr 2011

Student Assistant To Dr. Jaesook Gilbert, Early Childhood Education

Highland Heights, Ky, Us

Aug 2009 - Jun 2010

Department Of Economics Teaching Assistant

Gainesville, Florida, Us

Jan 2008 - May 2008

Paralegal Assistant

Burnetti, Pa
2007 - 2007

Tax Sale Bidder Supervisor

Gulf Group Holding Co.
2005 - 2007 ~2 yrs
4 education records

Andrea C. education

Juris Doctorate, Law

Northern Kentucky University—Salmon P. Chase College Of Law

Mba

Northern Kentucky University

Ba, Major: Economics; Minors: English & African Studies

University Of Florida

Education record

Pchs Mun
FAQ

Frequently asked questions about Andrea C.

Quick answers generated from the profile data available on this page.

What company does Andrea C. work for?

Andrea C. works for HORAN Wealth.

What is Andrea C.'s role at HORAN Wealth?

Andrea C. is listed as Vice President of Wealth Strategy and Financial Planning at HORAN Wealth.

Where is Andrea C. based?

Andrea C. is based in Cincinnati, Ohio, United States while working with HORAN Wealth.

What companies has Andrea C. worked for?

Andrea C. has worked for Horan Wealth, Cincinnati Estate Planning Council, Cincinnati Symphony Orchestra, Cincinnati Ballet, and Cincinnati Children'S Hospital Medical Center.

How can I contact Andrea C.?

You can use AeroLeads to view verified contact signals for Andrea C. at HORAN Wealth, including work email, phone, and LinkedIn data when available.

What schools did Andrea C. attend?

Andrea C. holds Juris Doctorate, Law from Northern Kentucky University—Salmon P. Chase College Of Law.

What skills is Andrea C. known for?

Andrea C. is listed with skills including Estate Planning, Team Building, Litigation, Public Speaking, Litigation Support, Legal Assistance, Tax Law, and Legal Writing.

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