HORAN
Tim Powell is a Senior Vice President and Certified Financial Planner (TM) at Concentric Wealth Management since August 2023. Prior to this role, Tim served as Vice President and Certified Financial Planner (TM) at HORAN Wealth from December 1997 to August 2023. Tim's educational background includes an Executive Certificate in Financial Planning from Xavier University, an Accredited Investment Fiduciary designation from the University of Pittsburgh Katz Graduate School of Business, and a Bachelor of Fine Arts in Advertising Art Direction from the Cleveland Institute of Art.
HORAN
We believe that a key part of our success is The HORAN Way. It sets the standard by which individual and team performance is measured and rewarded. The HORAN Way is embedded in the way we operate and in the value we create for our clients and the communities where we live and work. HORAN helps clients develop plans to impact healthcare costs,protect wealth and insure lives. It's the foundation of what we do. Our drive for incessant improvement translates to our ability to fulfill our first fundamental value—“Do what’s best for the client, always”.