Bio

Holly brings over 17 years of experience in the retirement plan and investment advisory industry. Holly is known for her client-focused approach, strong attention to detail and ability to simplify complex concepts, helping clients make informed and confident decisions.

Holly is an Accredited Investment Fiduciary (AIF®), a Chartered Retirement Plans Specialist (CRPS™), a Qualified 401(k) Plan Administrator (QKA®) and is an Investment Advisor Representative of Bolton Investment, an SEC Registered Investment Advisor.