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 email@example.com (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. Holly is a CERTIFIED FINANCIAL PLANNER™ 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:
You have important questions, and we want to get you answers. We offer everyone a complimentary, no-strings-attached Exploration Meeting where we get to know each other, understand what you’re looking for, and answer all of the questions you have. 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!
The topic of long-term healthcare can be complex, time consuming, and, quite frankly, not a lot of fun. We’re here to help.
We are Dave Ramsey ELPs for long-term care, as well as SmartVestor Pros. We offer all of Dave’s fans a complimentary, no-strings-attached LTC Exploration Meeting where we will take the time to know you, answer your questions about LTC, and provide quotes and recommendations tailored specifically for you.
To prepare quotes for you, we ask that you complete a short three-minute online LTC Questionnaire.
One we receive your questionnaire, we will shop your case to multiple insurance companies, prepare quotes, and reach out to schedule your LTC Exploration Meeting. Type in your name, email, and preferred phone number below to get started!
You’ve come to the right place! Our Managing Partner, Doug Denlinger, is a SmartVestor Pro as well as a Dave Ramsey Endorsed Local Provider (ELP) for long-term care insurance.
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!