Investing in opportunity, insuring for adversity, and planning for both.
Holly became a financial advisor because she wants to change the world by changing the individual worlds of the lives of her clients and their families. As an advisor she seeks to truly understand her clients’ motivations and goals to help put their dreams in perspective. By digging deeper into their “why”, Holly uses solid financial strategies to guide them towards a feasible pathway to reach for their dreams rather than just scraping by.
Holly works on a team in Austin, Tex, with two other financial advisors — Davin Bell, who has 20 years of experience and Kelly Neely, who has 10 years under her belt. Together they create a trio who work diligently to build personalized plans based on sound financial strategies based on individual needs.
Holly grew up in Cleveland, Ohio but moved during her teenage years to Austin, Tex., before attending the University of Alabama in Tuscaloosa. There she earned bachelor’s degrees in mathematics, actuarial science, and finance. In her free time Holly rides, trains, and shows horses. An animal lover, she strives to be in nature as much as possible.
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- FINRA Series 7
- FINRA Series 66
- University of Alabama, Bachelors of Science – Mathematics, Actuarial Science & Finance
Holly guides her clients through the student loan process and directs you towards freeing up your income to move toward more important milestones and goals for you and your family. Holly can help you manage your debt to accelerate new opportunities while simultaneously building up your net worth.
Holly makes sure her clients understand how to protect themselves against anything and everything happening in life. Understanding the importance of disability insurance in their specific professions gives her clients a sense of security in their financial plan.
Holly is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. 3798863/DOFU 2-2022