default image

We first met Holly during a Trade School class on “Intro to Saving and Investing.” In this class, Holly was able to explain financial information in a way that was approachable and easily understandable. Now that we’ve begun to work with Holly on our financial planning, we appreciate her down to earth, yet always professional attitude. She takes the time to listen carefully making sure the financial plan she crafts meet our financial goals. Holly is connected to a team of experts who can also advise us when we have questions in specialized areas like US/Canada complexities. We trust Holly completely and would highly recommend her — in fact, we already have!

Colene C.