About Us
“I love helping families navigate changes in their financial picture and bringing clarity that builds lasting confidence.”
Drew Swinney came to HORAN Wealth as an intern and earned his full-time role the same way he approaches every client interaction: with excellence, genuine care, and a commitment to getting it right. As a Client Service Associate, Drew supports families and individuals with the day-to-day details of their financial lives, from account administration and asset transfers to clear, steady communication that helps clients feel informed and confident at every step. Grounded in the HORAN fundamentals and driven by a genuine passion for the people he serves, Drew brings the same energy and dedication to every relationship he touches.
EDUCATION:
- University of Cincinnati, Carl H. Lindner College of Business — Bachelor of Business Administration in Finance & Financial Planning
- FINRA SIE and FINRA Series 7, 63, & 65