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 or what she is currently learning about or working on(717) 796-1700
Lead Financial Advisor
Holly serves as a Lead Financial Advisor on Doug’s advisory team and is responsible for designing, creating, and implementing clients’ Financial LifePlans.
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, learning new things, and being outdoors doing anything—her favorites include hiking, paddleboarding, running and walking with friends, riding horses, and working in the yard. Holly and her family attend The Meeting House in Dillsburg, where she volunteers in the 4th- & 5th-grade room.
Her favorite organizations: