Holly has accumulated over two decades of experience in the investment industry, taking on various roles throughout her career. She has worked as a financial advisor, senior registered client service associate, and most recently, as a complex administrative manager. Holly excels in relationship management, process optimization, and compliance assurance. She holds Series 7, 63, 65, 9, and 10 securities licenses.

Holly earned a bachelor's degree in interpersonal communications from the University of Evansville, graduating cum laude. She lives in Greenwood, Indiana, with her husband, Reed. In her spare time, she enjoys reading, travelling, music and laughing as much as possible.