For over three decades, Holly has dedicated her career to guiding clients to financial independence. She believes the key to successful wealth management is a clear, defined process that aligns all aspects of a client’s financial roadmap. Holly and her business partner developed the Compass Process to give each client direction, purpose, and guidance. She and her team take great pride in the personal attention they give every client.
Away from the office, Holly likes to stay active, whether it’s playing golf, working out, hiking, gardening, traveling, and 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. Holly is an active member of Hoops and Loops for Kids, LLC, Toledo Women’s District Golf Association, and the Women’s Ohio State Golf Association. Holly is an avid photographer and enjoys spending time with her Bernedoodle, Clinger.
Holly is a graduate of the University of Toledo. After college she stayed in NW Ohio to enjoy all that the area has to offer.