Holly has been working in the financial industry for more than 10 years. She became a CERTIFIED FINANCIAL PLANNER™ professional one year ago and holds her Series 7 and Series 66 securities registrations through Cambridge Investment Research. In addition to her FINRA licenses she holds a Life, Accident, and Health Insurance license through the State of Michigan. A graduate of Southern Nazarene University, Holly earned her Bachelor of Science degree in Human Relations.
In addition to overseeing all compliance and office operations, she works directly with clients to provide them with the highest level of service. Having worked in a variety of administrative roles throughout her career, Holly truly enjoys getting to know clients and building personal relationships with them. Outside of the office she is very involved with her church, loves any outdoor recreational activity, and spending time with her family.