Holly has been in the financial industry for over 20 years. She is Series 7 & 66 licensed and acquired her Master’s in Professional accountancy at Stephen F. Austin State University in Nacogdoches, Texas. Holly has channeled her investment, accounting, and tax background to help families, individuals & businesses plan their financial future. She has worked with a variety of clients from helping retirees roll over their 401k, to helping high-net worth clients save on taxes & planning the most tax advantageous income-streams to finding appropriate investments for gas & royalty clients. Holly also has several business colleagues that she teams with for complex estate planning, tax planning and gas & royalty interests.
Outside of the office, Holly was invited to be a college Adjunct Finance Professor at her alma mater Stephen F. Austin State University for 4 years. She has also been a member of the local Lion’s Club, Alto ISD Bond Committee, Houston County Chamber of Commerce committee, among other clubs and organization.
Holly grew up in East Texas & enjoys spending time with her family at their ranch in Weches Texas. Her husband trains professional team roping horses along with taking care of their cattle. Holly has a few of her own horses that she enjoys pampering and riding occasionally.
Holly has a heart for making complex financial situations easy for her clients. She is not one to strictly have her clients come to her; Holly travels to her clients all over Texas and other states to make the process as personable & convenient as possible for them.