United Benefit Advisors News and Press Releases

HORAN Creates New Executive Leadership Positions to Support Rapid Growth and Expansion

Posted by: Bill Olson    February 8, 2017 at 10:42 AM

Valerie Bogdan-Powers and Keith A. Cheesman Named to New Leadership Roles

HORAN logoJan. 21, 2017—Today HORAN announced the creation of two new senior level positions to support rapid growth and expansion. Valerie Bogdan-Powers was promoted to Chief Business Development & Client Relations Officer for HORAN’s Health Benefits Department and Keith Cheesman was appointed to Chief Operating Officer for HORAN Securities. Both positions will support the firm’s accelerated growth and market expansion.

Over 250,000 individuals depend on HORAN for their health, wealth and life needs, collectively. HORAN is the third-largest employee benefit firm in the region and the 20th largest money management firm based on more than $1.8 billion in financial assets under management and advisement, collectively. The firm has achieved double digit growth over the past 5 years and has grown from 67 employees in 2009 to 140 employees in 2017.

“HORAN has had an exceptional five years in terms of growth. With expanding into the Northern Kentucky and Columbus markets, and doubling our service and salesforce in Dayton, we continue to grow our footprint as one of the top benefits providers and wealth management firms in the region,” said Terence L. Horan, CLU, ChFC, President & CEO of HORAN. “With Valerie and Keith in new leadership roles, I am confident that we will continue to see accelerated growth.”

Valerie Bogdan-Powers joined the firm in 2010 and leads HORAN’s Employee Benefits Department to deliver customized solutions, proficiency and education for clients. She is responsible for client relations and new business development. Valerie came to HORAN with 20 years in sales and marketing at Procter & Gamble. Her experience in the pharmaceutical division provided comprehensive understanding of the inner-workings of the health care system, including extensive collaboration with physicians, carriers and consumers.

“The core values and culture of HORAN mirror those to which Valerie strives to adhere. Her leadership, expertise and drive to make a difference have enabled HORAN to remain a leader in the health insurance industry. Her ability to develop innovative solutions for clients positions HORAN for accelerated growth in the marketplace,” said Doug Miller, CHC, Executive Vice President of HORAN.

“HORAN is the leader in this region in developing innovative solutions for clients. From HORANalytics® and HORAN Health Management Way® to our compliance experts and dedicated account managers, we continue to work to provide a holistic approach to navigating every aspect of health care. I am excited to be able to lead a passionate team dedicated to partnering with our clients to achieve their goals,” said Bogdan-Powers.

Keith Cheesman, a certified public accountant, is responsible for overseeing HORAN Securities including HORAN Wealth, HORAN Retirement Advisors and Financial Planning, as well as Life & Disability. Keith has more than 35 years of experience with various companies in a broad array of industries and has served as CFO of public and privately traded companies. Keith has a proven track record in strategy development and execution, working across disciplines to help develop profitable growth strategies; professional team recruitment and retention and development.

“Keith comes to HORAN after being a client with two separate companies. Through his leadership and unique perspective of the value HORAN brings to each client, HORAN Securities will be better positioned to help more clients receive the best financial outcomes possible now, and well into the future,” said Horan.

“I have experienced first-hand HORAN’s strong commitment to its clients. I am looking forward to providing leadership and guidance so we can continue to be the most trusted advisor for our clients as we help them meet their retirement goals and lead more productive and abundant lives,” said Cheesman.

About HORAN

For over 65 years, HORAN has served as a trusted advisor and thorough planner in the areas of life insurance for estate and business planning, employee benefits consulting and wealth management.

Headquartered in Cincinnati, Ohio, with Regional Offices in Dayton, Ohio, Ft. Mitchell, Kentucky, and Columbus, Ohio, HORAN serves both corporate and individual clients in 40 states. HORAN has a strong regional presence with a national footprint. We bring the best services, resources and value to our clients through premier national partnerships with M Financial Group, United Benefit Advisors and Retirement Planning Advisory Group.

Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN has built a reputation for delivering high quality products and services. Visit horanassoc.com to learn more.

Topics: HORAN, UBA Partner Firms, independent employee benefits advisors, Valerie Bogdan-Powers, Keith Cheesman, Terence L. Horan