Life, Accident and Health
Holly has enjoyed working with clients in the financial services industry for almost ten years in some of the country’s largest institutions Merrill Lynch, Bank of America, and AON Hewitt. After years of working for these high-profile organizations, she came to realize that her passion to help clients was limited by the objectives of these organizations rather than the true needs of her clients. Holly’s goal is to always tailor solutions specifically to her client’s objectives at every aspect of their lives, ensuring her clients are highly informed and armed with the knowledge to understand her recommendations.
Holly specializes in advanced insurance strategies for wealth management and protection, retirement income planning and at all times balancing risk against reward, as it relates to the comfortability of the client and the status of the market economy.
She graduated from the University of Central Florida with a Bachelor’s Degree in Psychology and considers herself an extreme Knights fan, through the bad years and now the good. As an active outdoorsman, Holly can be found hiking, running trails, and skiing. She is known by her clients, friends and family for her passion for college and professional sports such as football, basketball and golf.