Holly has guided her clients along the road to financial independence for over three decades and has built enduring relationships based on trust, clear communication, and a commitment to understanding her clients' needs.
Holly and her business partner have designed and refined the firm's proprietary process, the Compass FORMula. Her approach to wealth management combines a deep knowledge of the financial services industry along with a passion for helping individuals, families and women achieve clarity and confidence in their financial future. She and her team take immense pride in the personal attention they give each client.
Holly is a graduate of the University of Toledo and stayed in NW Ohio after college to enjoy all that the area has to offer. When away from the office, she likes to stay active, whether it's playing golf, hiking, gardening, exploring new destinations through travel, or cooking. She has served on several non-profit boards and has been involved with several organizations in NW Ohio including the YWCA, Boys and Girls Club, Toledo Zoo Foundation, and the Rotary Club of Toledo to name a few. She also happens to be an avid photographer who enjoys spending time with her Bernedoodle, Clinger.