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
Holly serves as the financial project manager for Doug’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. She 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: