An altruistic problem-solver with a “Swiss Army knife” skill set, Holly joined the team in 2022 with a unique blend of experience in accounting and hospitality. As a CPA with PricewaterhouseCoopers and a former GM of a Top 100 golf club, she brings both financial expertise and a passion for exceptional client care.
As Practice Manager & Advisor Support, Holly helps ensure every client’s experience is organized, thoughtful, and personal. Behind the scenes, she prepares for client reviews, coordinates team efforts, and manages everything from events to office operations — all with an eye for seamless execution. Her financial background supports accuracy in your planning, while her hospitality roots shine through in every interaction.
A wife and mother of three, Holly fills her time away from work — you guessed it — surrounded by people. Her passion for relationships is at the heart of everything she does, both professionally and personally.