Holli is dedicated to helping us provide a dedicated and focused client experience. She is committed to helping educate and inform our clients throughout their financial journey, while working to make their lives easier.
She assists clients with check, wire and money movement requests, address changes and all things related to their accounts, including answering questions and processing account updates. Holli also greatly assists our team with many essential administrative duties.
Before joining our team in 2001, Holli was an Educator at Woodstock CUSD 200. She holds a Bachelor of Arts degree in education from Eastern Illinois University.
Holli is originally from Pittsburgh, Pennsylvania and now lives in Oakwood Hills with her husband, Kyle. When not in the office, Holli enjoys reading and spending time with her family.