Experience & Expertise
Holly is a Senior Relationship Manager in the firm’s Institutional Client Group. She supports our institutional clients through plan conversions, fee benchmarking, creating and maintaining each clients’ fiduciary dashboard, preparing plan reviews and quarterly reporting, and assisting with meeting minutes and follow-up items. She earned the Chartered Retirement Plans Specialist℠ designation by completing a course of study encompassing the design, installation, maintenance, and administration of retirement plans. She has also earned the Accredited Investment Fiduciary® professional designation awarded by the Center for Fiduciary Studies. Prior to joining the firm, Holly worked as a retirement plan consultant at Bolton.
Get Better Acquainted With Holly
Favorite Thing About Working With Clients
“I enjoy getting to know and building the relationship with our clients. Communication and trust are vital in our industry. I want our clients to feel supported in building an effective retirement plan.”
My Philosophy On Client Service
“It’s important to get to know each client since every client has unique needs. I want to learn about their business, company culture and what their goals are for their retirement plan whether that is increasing participation or educating employees.”