Holly serves as Wealth Manager and head of our Discovery Team, ensuring our clients’ wishes, wants and needs are explored, expectations are understood, and data is gathered so that each financial plan is engineered with the client’s interests at heart.
Serving 16 years in the military, Holly is a decorated officer and has earned the rank of “Major” in the AZ Air National Guard. She has served three tours overseas, including Iraq, Southwest Asia, and most recently in Qatar and Afghanistan. During her tour in Iraq at the age of 21, she led her unit and took pride in educating her troops about their financial future and goals. She believes it isn’t about earning a living, but about designing a life.
She went on to earn her Master's Degree in Financial Coaching, and became a Financial Advisor and Wealth Manager, specializing in working with professional athletes, women investors, and business owners to achieve ‘financial fitness’.
Holly is currently enrolled in the Institute for Divorce Financial Analysts (IDFA™), which is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena. She holds the following securities registrations and licenses:
Series 7 – General Securities Representative
Series 66 - Uniform Combined State Law Examination
Arizona Life and Health Insurance Producers License
Holly loves to help her clients achieve financial freedom and live the lifestyle they desire. She lives by Zig Ziglar's philosophy that "you can have everything in life you want, if you will just help enough other people get what they want." She believes you are truly wealthy when you have something money can't buy, and your biggest investment is in yourself.
Holly enjoys all outdoor activities including; hiking, snowboarding, and traveling the world. She has traveled to 72 countries, and her next goal is to run the Great Wall of China Marathon.
Masters Degree in Financial Coaching
Southern Utah University
Bachelor of Criminal Justice, Magna Cum Laude