Holly joins our team as a licensed Client Service Associate with 7 years’ experience in both RIA and broker dealer environments. As a former software developer, she has a passion for efficient tech solutions and an eye for detail and organization.
In her free time, Holly is a member of the Twelfth Night Singers and the Farmington Players, performing roles both on stage and behind the scenes. Her hobbies include cooking, reading, yoga, and learning new skills.