It’s exciting to see our clients ‘light up’ when they realize that we can help them turn their hopes and dreams into reality.
Ask Holly About: Her latest do-it-yourself project, CrossFit, and what she has learned how to do firstname.lastname@example.org (717) 796-1700
Lead Financial Advisor
Holly serves as the Lead Financial Advisor for Brien’s advisory team’s clients. She makes sure that what needs to get done to help clients implement their LifePlans gets done. Holly responds to client inquiries and service requests. Holly also assists with the construction of LifePlans and is responsible for helping new clients come on board.
A bit about her background:
Holly graduated from The Pennsylvania State University where she earned a Bachelor of Science in Business. Holly is a CERTIFIED FINANCIAL PLANNER™, a Certified Kingdom Advisor® (CKA®), and holds the Series 66 and Pennsylvania Life, Accident, and Health Licenses. She has been in the financial services industry since 2004.
What Holly says she loves most about her job:
“I am passionate about helping clients figure out their goals and providing a path to reach them. I enjoy working in an environment that resists complacency by continuously growing as individuals and academics. I love being able to work in a position that helps make an impact for the Kingdom.”
Outside of work:
Holly lives in the Boiling Springs area with her husband, Eric, and three boys – Elijah, Wyatt, and Ethan. She enjoys spending time with family and friends, skiing, fishing, running, outdoor activities, and tackling do-it-yourself projects with Eric. Holly attends Carlisle Evangelical Free Church and volunteers in Pier 56.
Her favorite organizations:
LifeGuide Signature is our personalized and comprehensive service model for clients with investable assets or income greater than $350k. If this isn’t you, please check out our LifeGuide Essentials program.
We are currently accepting a limited number of new Signature clients for 2022.
If you’re interested in exploring whether LifeGuide Signature is right for you, please fill in your name and email address, and click the button below to complete a brief Signature Intro Questionnaire.
You’ve come to the right place! Our Managing Partner, Doug Denlinger, is a SmartVestor Pro.
Like Dave, we believe that financial peace is a critical component to leading your most impactful, fulfilled life—the life you are called to live. And we want to help you get there. Which is why we offer all Dave Ramsey fans a complimentary, no-strings-attached Exploration Meeting where we answer your questions and get to know each other.
In preparation for our conversation, we ask everyone to first complete a short five-minute, online Intro Questionnaire. Once we receive your submission, we’ll reach out to schedule your complimentary Exploration Meeting. Type in your name, email, and preferred phone number below to get started!
Our LifeGuide Essentials program is fully booked for 2022. If you’re interested in being placed on our waitlist for 2023, please submit your name and email below, and complete your Essentials Waitlist Questionnaire.