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Karl Diebold, CFP®
Vice President, Investment & Retirement Plan Consultant
karld@horanwealth.com
Karl Diebold is a critical component of HORAN’s Corporate Retirement Plan Consulting team and works with individuals and corporations to deliver investment and retirement planning.
Karl regularly holds seminars on asset allocation and portfolio management. As a Certified Financial Planner, he maintains high satisfaction through plan sponsor engagement, plan design and robust participant education.
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David Lohre, AIF®
Vice President, Investment & Retirement Plan Consultant
davidl@horanwealth.com
David Lohre serves as a counselor to client companies that sponsor retirement plans by monitoring their investments, fees and providers.
“I am the client’s advocate. I sit on the same side of the table to simplify and create positive outcomes,” says David. His role also includes optimal plan design consulting and analysis to limit fiduciary liability by establishing proper documentation, prudent processes and regular monitoring of retirement plans. As part of HORAN’s Retirement Planning and Consulting Team, David offers corporations objective advice, custom products, quality service and practical ideas about qualified retirement plans.
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Rachele Wolf
Senior Account Executive, Investment & Retirement Plan Consultant
rachelew@horanwelath.com
Rachele Wolf, Senior Account Manager, serves an integral role for the HORAN Corporate Retirement Plan Consulting organization. Rachele strategically consults with plan sponsors on plan design, investment monitoring and selection, plan expenses and fiduciary support. Rachele also works with employers on education and the best way to engage their employees in planning for a more secure retirement.
In the financial services industry since 1996, Rachele most recently served as a Managing Director at Fidelity Investments for mid-sized companies with assets under management of $1.2 billion.
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Anna K. Pfaehler, CFP®
Director of Financial Planning
annap@horanwealth.com
Anna K. Pfaehler helps clients identify and achieve their financial goals pertaining to retirement, funding a child or grandchild's education, supporting a charity or leaving a legacy. As a Certified Financial Planner (CFP®) her focus is to create a clear picture of the client’s financial health and identify strategies to service any discrepancies. Anna’s expertise includes high-net-worth planning, taxes and planning for unmarried couples.
She has been in the financial services industry since 2006. Prior to joining HORAN, Anna worked for Palisades Hudson Financial Group, LLC in Scarsdale, New York, where she served as the Chief Compliance Officer. She provided comprehensive financial planning services which included tax preparation, estate planning, retirement/cash flow planning, portfolio management and bookkeeping.
Anna holds a Bachelor of Arts degree in Economics (Cum Laude) from Vassar College and studied at the London School of Economics. She was awarded the Virginia Swinburne Brownell Prize in Economics. Anna has been quoted in numerous prestigious publications and media outlets including: LA Times, Time, Fox Business, Pittsburgh Post-Gazette, Market Watch and Bank Rate. She was also a contributing author for the book "Looking Ahead: Life, Family, Wealth, and Business after 55", providing her expertise on long-term care. Anna is a member of the Cincinnati Estate Planning Council and a five time marathon finisher.
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Michael D. Napier, CFP®
Director of Financial Planning, Registered Representative
michaeln@horanwealth.com
Mike Napier helps clients in the crafting of detailed financial plans. As a Certified Financial Planner (CFP®) and a Fiduciary, his focus is to assist individuals and families with all aspects of their financial future. His expertise includes estate and income tax planning, retirement income analysis, risk management, education planning/funding and investment asset allocation.
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